What is DoorDash's contract with customer, liability?

DoorDash (DASH) reported contract with customer, liability of $538M in Q1 2026.

How has DoorDash's contract with customer, liability changed year-over-year?

DoorDash's contract with customer, liability increased by 42.7% year-over-year, from $377M to $538M.

What is the long-term trend for DoorDash's contract with customer, liability?

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

DoorDash DASH Contract with Customer, Liability

Contract with Customer, Liability at other companies

ATIATI

$37.1M—

Sun CommunitiesSUI

$327M-0.1%

Hyatt HotelsH

-$27M-325%

ATIATI

$19.7M—

Best BuyBBY

$64M+8.5%

AAX

Axon Enterprise, Inc.AAXN

——

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$72.18B-15.0%

Enterprise value$67.76B-16.2%

P/E78×-173×

P/S4.9×-2.7×

Profitability

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Gross margin50.9%+1.7pp

Operating margin4.9%—

Net margin6.3%+3.3pp

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:ContractWithCustomerLiability.

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