What is DoorDash's capitalized contract cost, net?

DoorDash (DASH) reported capitalized contract cost, net of $192M in Q1 2026.

How has DoorDash's capitalized contract cost, net changed year-over-year?

DoorDash's capitalized contract cost, net increased by 17.1% year-over-year, from $164M to $192M.

What is the long-term trend for DoorDash's capitalized contract cost, net?

Over 5 years (2020 to 2025), DoorDash's capitalized contract cost, net has grown at a 34.7% compound annual growth rate (CAGR), from $43M to $191M.

DoorDash DASH Capitalized Contract Cost, Net

Capitalized Contract Cost, Net at other companies

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$82.9M-10.4%

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$36.8M+18.3%

Broadridge Financial SolutionsBR

$822.2M-3.0%

Cloudflare, Inc.NET

$36.96M+45.2%

SamsaraIOT

$18.23M+206%

F5, Inc.FFIV

$13.74M+65.4%

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)$0.42-4.6%

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

Returns & leverage

See full

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:CapitalizedContractCostNet.

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 capitalized contract cost, net?: DoorDash (DASH) reported capitalized contract cost, net of $192M in Q1 2026.
How has DoorDash's capitalized contract cost, net changed year-over-year?: DoorDash's capitalized contract cost, net increased by 17.1% year-over-year, from $164M to $192M.
What is the long-term trend for DoorDash's capitalized contract cost, net?: Over 5 years (2020 to 2025), DoorDash's capitalized contract cost, net has grown at a 34.7% compound annual growth rate (CAGR), from $43M to $191M.