DoorDash, Inc. (DASH)

Delivery platform, Dashers not employees. Read October 3, 2026 from the annual report for the period ending December 31, 2025, filed February 18, 2026. Ranked 1 of the 12 Communication Services companies read so far, by the share within reach now.

The filing states over 31,400 employees running a platform whose Dashers are independent contractors, with no count by function, so the patterns follow the description of the employees' work (c).

The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.

What follows from the reading

Share of working time within reach of AI, on the long-run pace at four in five: 29% now, 55% at the end of 2027, 67% at the end of 2028, 72% at the end of 2030. By the patterns, the work is about 72% desk work, 24% people work and 4% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 28% of the working time stays with people (conversation, in-person and hands-on work), 55% becomes checking a model's work and 11% could be handed over with lighter checks, from the industries' own figures, not the company's roles.

Headcount

31,400 employees as of December 31, 2025 (stated). The filing states no count by country; the United States is 84% of revenue.

The filing: “" HUMAN CAPITAL Employees As of December 31, 2025, we had over 31,400 employees worldwide.”

The workforce as industry patterns

What the filing says about the workforce: Over 31,400 employees worldwide; contractors and consultants engaged as well; Dashers, over 9 million of whom delivered in 2025, are independent contractors and are not employees, as the filing states; some international employees are under statutory collective bargaining agreements.

Companies read with the same leading pattern

Other companies whose largest staffing pattern is also Software Publishers, largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five.

• Microsoft (MSFT, 223,000 employees)24% now, 69% by 2028
• Oracle (ORCL, 141,000 employees)24% now, 68% by 2028
• Salesforce, Inc. (CRM, 83,334 employees)23% now, 69% by 2028
• Uber Technologies, Inc. (UBER, 34,000 employees)29% now, 67% by 2028
• Adobe Inc. (ADBE, 31,360 employees)23% now, 69% by 2028

What the filing says about AI

14 sentences in the filing name AI. The filing says it uses artificial intelligence in its business and is building a global technology platform with AI-native tooling for developer productivity, and lists the competitive, legal and reputational risks of managing AI use.

• “For example, we are in the process of developing a new global technology platform for product development and operations, which will require both direct and opportunity costs, but is expected to increase our pace of global product development, enhance developer productivity through AI-native tooling, and improve operational consistency globally.”
• “For example, in 2025, we announced a multi-year initiative to develop a new global technology platform for product development and operations, which has and will continue to entail both direct and opportunity costs in the near term but, as work progresses, we expect will increase 21 Table of Contents our pace of global product development, enhance developer productivity through AI-native toolin...”
• “We use artificial intelligence in our business, and challenges with properly managing its use could result in competitive harm, legal liability, and brand or reputational harm, and adversely affect our results of operations.”
• “We incorporate artificial intelligence ("AI") solutions into our platform, offerings, services, and features, and in support of internal business operations, and we expect these applications will become increasingly important in our operations over time.”
• “The procurement of third-party AI tools and the development of our own have required and are expected to continue requiring significant investment, and if, for the reasons described below and other reasons, we are unable to realize the benefits of this investment, our business, financial condition, and results of operations could be adversely affected.”

Its annual reports, year by year

Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector

• Fiscal 20210median 0
• Fiscal 20220median 0
• Fiscal 20238median 1
• Fiscal 20249median 4
• Fiscal 202514median 10

Headcount by filing year

As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.

Limits of this reading

• Patterns by description (c): the filing counts no employees by function.
• Dashers are independent contractors and are left out under rule 8.

Source: the company's annual report on EDGAR, accession 0001792789-26-000013, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.