What is DoorDash's deferred revenue?

DoorDash (DASH) reported deferred revenue of $538M in Q1 2026.

How has DoorDash's deferred revenue changed year-over-year?

DoorDash's deferred revenue increased by 42.7% year-over-year, from $377M to $538M.

What is the long-term trend for DoorDash's deferred revenue?

Over 5 years (2020 to 2025), DoorDash's deferred revenue has grown at a 38.3% compound annual growth rate (CAGR), from $108M to $547M.

DoorDash DASH Deferred Revenue

Deferred Revenue at other companies

AmazonAMZN

$20.89B+1.4%

Maplebear Inc.CART

$230M+6.0%

Other financials

Income statement

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Revenue$4.0B+33.1%

Gross profit$2.0B+33.4%

Operating income$151.0M-2.6%

Net income$184.0M-4.7%

EPS (diluted)$0.42-4.5%

Balance sheet

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Cash & equivalents$5.0B+5.7%

Total debt$562.0M+6.6%

Total equity$10.2B+21.6%

Total assets$19.7B+45.2%

Cash flow

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Operating cash flow$594.0M-6.5%

CapEx$57.0M-23.0%

Free cash flow$537.0M-4.3%

Valuation

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Market cap$75.58B-15.0%

Enterprise value$71.16B-16.2%

P/E81.6×-181×

P/S5.1×-2.8×

Profitability

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Gross margin50.9%+1.7pp

Operating margin4.9%—

Net margin6.3%+3.3pp

FCF margin14.6%-3.7pp

Returns & leverage

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Return on equity10%+5.6pp

Debt / equity0.1×0.0×

Current ratio1.4×-0.3×

Where this comes from

Reported directly by DoorDash in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiabilityCurrent.

The official record: DoorDash’s 10-Q, filed May 6, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is DoorDash's deferred revenue?: DoorDash (DASH) reported deferred revenue of $538M in Q1 2026.
How has DoorDash's deferred revenue changed year-over-year?: DoorDash's deferred revenue increased by 42.7% year-over-year, from $377M to $538M.
What is the long-term trend for DoorDash's deferred revenue?: Over 5 years (2020 to 2025), DoorDash's deferred revenue has grown at a 38.3% compound annual growth rate (CAGR), from $108M to $547M.