DASH 最新10-Q变化
将 DASH 最新的定期申报(10-K/10-Q)与上一份同类型申报逐章节对比:每个章节新增/删除的段落数与原文摘录。全部为确定性文本对比——无相似度评分、无方向判断、非投资建议。
对比:10-Q · 2026-10-30 与上一份 10-Q · 2026-08-05
| 章节 | 结果 | 新增 | 删除 | 微调 | 未变 |
|---|---|---|---|---|---|
| 管理层讨论与分析 | 文字有新增/删除 | +61 | −35 | ~46 | 67 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~3 | 5 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~2 | 1 |
| 法律诉讼 | 文字有新增/删除 | 0 | 0 | ~2 | 10 |
| 风险因素 | 部分风险因素更新 | +45 | −46 | ~47 | 298 |
| 其他信息 | 文字有新增/删除 | +2 | −1 | ~3 | 1 |
计数单位为段落;"新增/删除"指相对上一份文件新增/删除的文字,不含方向或好坏判断。
代表性摘录
每个章节最多 5 条、每条约 300 字符的原文摘录,直接来自两份 SEC 文件。
管理层讨论与分析
相对上期新增的文字 · 来源:10-Q · 2026-10-30
We were incorporated in Delaware in 2013 as Palo Alto Delivery Inc. In 2015, we changed our name to DoorDash, Inc. and, on September 18, 2026, we completed our conversion from a corporation organized under the laws of the State of Delaware to a corporation organized under the laws of the State of Ne…
In the third quarter of 2026, Net Revenue Margin decreased to 13.6% from 13.8% in the same quarter of 2025, primarily due to the acquisition of Deliveroo. In the third quarter of 2026, fees charged to consumers as a percentage of Marketplace GOV decreased compared to the same quarter of 2025 and wer…
3 Calculated as the total value of Marketplace GOV divided by the total number of orders completed on our Marketplaces in the period of measurement.
In the third quarter of 2026, Contribution Profit increased to $1.8 billion, compared to $1.3 billion in the same quarter of 2025, driven primarily by growth in revenue, partially offset by increases in cost of revenue and sales and marketing expenses.
Three Months Ended September 30,Nine Months Ended September 30,
相对上期删除的文字 · 来源:10-Q · 2026-08-05
In the second quarter of 2026, Net Revenue Margin was 13.5%, consistent with the same quarter of 2025.
3 Calculated as the total value of Marketplace GOV divided by the total number of orders completed on our Marketplaces in the period of measurement.
In the second quarter of 2026, Contribution Profit increased to $1.6 billion, compared to $1.1 billion in the same quarter of 2025, driven primarily by growth in revenue, partially offset by increases in cost of revenue and sales and marketing expenses.
Cost of revenue, exclusive of depreciation and amortization shown separately below1,616 2,107 3,116 4,099
Net income including redeemable non-controlling interests284 199 476 382
风险因素
相对上期新增的文字 · 来源:10-Q · 2026-10-30
controls, in order to manage our business effectively and accurately report our results of operations; it will also require us to continue to effectively integrate, develop, and motivate a large number of new employees, while maintaining the beneficial aspects of our culture. In addition, our contin…
card information, or other sensitive information resulting in user account takeovers or the fraudulent transfer of funds to bad actors. These risks are heightened by the potential for misconfigurations, excessive or improperly managed access permissions, and other human errors in administering our s…
We are committed to the long-term success of our business, including by expanding our platform and enhancing the consumer experience, which we believe will ultimately drive long-term stockholder value. However, expanding our
platform and continually enhancing the consumer experience requires steady and significant investments, which may not necessarily maximize short-term financial results. We frequently make business decisions that may negatively impact our short-term financial results when we believe that the decision…
occurrence of any errors, delays with orders, or other problems associated with facilitating deliveries with non-partner merchants could create a negative perception of our platform and cause damage to our reputation and brand.
相对上期删除的文字 · 来源:10-Q · 2026-08-05
to adapt our employment and operational practices with respect to those new verticals and geographies. Continued growth could challenge our ability to develop and improve our operational, financial, and management controls, enhance our reporting systems and procedures, recruit, train, and retain hig…
We are committed to the long-term success of our business, including by expanding our platform and enhancing the consumer experience, which we believe will ultimately drive long-term shareholder value. However, expanding our platform and continually enhancing the consumer experience requires steady …
our pace of global product development, enhance developer productivity through AI-native tooling, and improve operational consistency across all of our geographies. These decisions may not be consistent with the short-term expectations of our stockholders, may take longer to implement and require mo…
Some non-partner merchants may not want to be included on our platform and may request to be removed. There is a risk that non-partner merchants will bring legal claims against us relating to their inclusion on our platform. In addition, measures have been enacted in many U.S. jurisdictions that pro…
We face certain risks in connection with our self-operated convenience, grocery, and other retail businesses. To build and expand our self-operated businesses, we have made substantial investments, including in establishing and managing a reliable supply chain for in-store products, establishing sup…
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-10-30
On September 10, 2026, Ashley Still, a member of our board of directors, adopted a Rule 10b5-1 trading arrangement providing for the sale from time to time of an aggregate of up to 1,602 shares of our Class A common stock. The trading
arrangement is intended to satisfy the affirmative defense in Rule 10b5-1(c). The duration of the trading arrangement is until September 30, 2027, or earlier if all transactions under the trading arrangement are completed.
相对上期删除的文字 · 来源:10-Q · 2026-08-05
Disclosure in lieu of reporting on a Current Report on Form 8-K.
如何读 10-Q 的风险因素(第 1A 项)
10-Q 的风险因素章节有三种常见形态,本页按其一分类展示:
- 指向(pointer) — 公司仅声明"无重大变化"并指向年度 10-K 的完整风险因素;本季没有自己的风险文本可对比。
- 部分更新(partial) — 公司写明"除下述外无重大变化",只更新部分风险;摘录展示的正是本季新增的内容。
- 全文重述(restated) — 本季重新给出完整风险因素。若上一季只是"指向",则无法逐段对比,本页会将其标为"本季全文重述"。
这只是对文件结构的客观描述,不构成对风险高低的判断。
数据来自 SEC EDGAR 两份申报文件的文本级对比 · 确定性计算(无 AI 生成内容)· 仅供参考 · 非投资建议