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DoorDash, Inc. (DASH) Presents at Morgan Stanley 25th European Technology, Media & Telecom Conference Transcript

DoorDash, Inc. (DASH) Morgan Stanley 25th European Technology, Media & Telecom Conference November 13, 2025 11:00 AM EST

Conference Call Participants

Brian Nowak – Morgan Stanley, Research Division

Presentation

Brian Nowak
Morgan Stanley, Research Division

Good afternoon, everyone. Welcome to the final discussion we’re going to have here at day 2 of the Morgan Stanley 2025 European TMT Conference, where we’re very thrilled to have Ravi from DoorDash here to talk through everything going on in the industry. There’s a lot going on with the company and the industry. So thank you so much for that.

Ravi Inukonda
Chief Financial Officer

Absolutely. I was in the elevator, there was like a couple of investors that were saying, oh, I’m going to go to the DoorDash thing. And they’re saying, well, there’s a lot going on over there. Yes, there’s a lot going on. So let’s talk about it.

Brian Nowak
Morgan Stanley, Research Division

There’s a lot of things being delivered. And we are the last thing before the bar. We have to keep it under [indiscernible] just so you know.

Ravi Inukonda
Chief Financial Officer

There was DoorDash. You could have gotten DoorDash to deliver the drinks for you.

Brian Nowak
Morgan Stanley, Research Division

That’s right. That’s right.

Ravi Inukonda
Chief Financial Officer

You’re not here yet.

Brian Nowak
Morgan Stanley, Research Division

But first, the exciting disclosures. Please note that all important disclosures, including personal holdings disclosures and Morgan Stanley disclosures appear on the Morgan Stanley public website at www.morganstanley.com/researchdisclosures. They are also available at the registration desk.

Some of the statements made today by DASH may be considered forward-looking. These statements involve a number of risks and uncertainties that could cause actual results to differ materially. Any forward-looking statements

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