Tony Xu
Chief executive, DoorDash
Tony Xu is a chief executive at DoorDash. They also file at Meta (director). Their most recent Section 16 filing is from September 2026.
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- chief executive at DoorDash
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Money
DoorDash reports November 4, the last quarter Deliveroo keeps growth near 32% before it slides to 21%
DoorDash reports Q3 on November 4, its last quarter before the Deliveroo acquisition stops inflating reported growth; consensus has revenue growth falling from about 32% in Q3 to about 21% in the December quarter. An unspent Q2 beat and a Q3 guidance range that builds the reinvestment back in now sit behind the push into drones, apparel and grocery, while Uber pays cash for the same ground.
· 3 min read
Platforms
DoorDash sent warning letters as a ChatGPT ordering rival undercuts it by $13.56 a pizza
DoorDash spent August warning Bay Area restaurants off Bites, a ten-person startup that takes ChatGPT orders straight to the till for a flat $1. The question for DASH holders is which revenue line survives when ordering starts inside a chatbot.
· 3 min read
Money
Toast's revenue chief steps down as DoorDash aims at the add-ons he sells
Toast chief revenue officer Jonathan Vassil steps down on 31 December under a filing that calls it a planned retirement. His organization sells the $499-a-month marketing layer DoorDash's DashOS overlaps, and his transition ends in the same year DoorDash's SevenRooms tools reach 80,000 restaurants.
· 3 min read