This whole time investors bought the wrong one, they just found out. 😆The Kobeissi Letter (@KobeissiLetter):BREAKING: DoorDash stock, $DASH, collapses over -20% after reporting weaker than expected Q3 2025 earnings. https://t.co/auXHvmnWCp ...

Core Insights - DoorDash, Inc. reported mixed third-quarter earnings, missing EPS estimates while beating revenue expectations [1][2] Financial Performance - Earnings per share (EPS) for Q3 were 55 cents, missing the consensus estimate of 68 cents by 19.24% [2] - Quarterly revenue reached $3.44 billion, surpassing the analyst consensus estimate of $3.35 billion [2] Growth Metrics - Total orders increased by 21% year-over-year to 776 million [5] - Marketplace Gross Order Value (GOV) rose by 25% year-over-year to $25 billion [5] Future Outlook - For Q3 2025, DoorDash generated nearly $24 billion in combined sales for merchants and earnings for Dashers, with expectations to exceed $100 billion in 2026 [3]

Core Insights - DoorDash (NASDAQ: DASH) exceeded revenue expectations by reporting $3.45 billion in third-quarter sales, indicating strong operational momentum [1] Financial Performance - The company achieved third-quarter sales of $3.45 billion, surpassing market expectations [1]

Door Dash results are out and it is down more than 12%. It's not because of the headline numbers here uh at least not because of the topline revenue. Revenue did beat uh at uh 3.45% billion versus 3.36% uh expected.EPS missed 55 cents versus 69 cents expected. And there's a wrinkle here in what uh Door Dash is is leading investors to think about going forward. First to give you a couple more numbers.Total orders were up 21% yearonear uh to 776 million versus 770 million expected. So uh the core business loo ...

Core Insights - DoorDash's stock fell over 12% despite beating revenue expectations, with reported revenue of $3.45 billion compared to the expected $3.36 billion [1] - Earnings per share (EPS) missed expectations, reporting 55 cents versus the anticipated 69 cents [1] Financial Performance - Total orders increased by 21% year-over-year, reaching 776 million, surpassing the expected 770 million [2] - The core marketplace business grew by 25% year-over-year, also exceeding expectations [2] Future Investments - DoorDash plans to invest several hundred million dollars more in new initiatives and platform development in 2026 compared to 2025 [3] - The company is increasing its investment in Deliveroo, expecting it to contribute approximately $45 million to adjusted EBITDA in Q4 2025 and about $200 million in 2026 [3] - The growth of Deliveroo is reportedly faster than previously expected [3] Profitability Concerns - The company has not provided detailed information on profitability, contributing to the decline in stock price [4]

Core Insights - DoorDash reported third-quarter earnings that fell short of analyst expectations, leading to a 20% drop in stock price following the announcement [1] - The company anticipates spending "several hundred million dollars" on new initiatives and development in 2026, emphasizing the need for investment to foster growth [1] Financial Performance - Revenue increased by 27% year-over-year, reaching $3.45 billion, surpassing the expected $3.36 billion [2][3] - Net income for Q3 was $244 million, or 55 cents per share, compared to $162 million, or 38 cents per share, in the same quarter last year [2] - Total orders grew by 21% year-over-year, totaling 776 million, slightly above the expected 770.13 million [2]

Core Insights - DoorDash reported a 21% increase in total orders, reaching 776 million in Q3, surpassing Wall Street's forecast of 770 million [1] - Revenue grew by 27% to $3.45 billion, exceeding analysts' expectations of $3.35 billion, driven by an increase in monthly active users and delivery demand in various categories [2] - The company is significantly increasing its spending on product development, with R&D costs rising 23% to $355 million in Q3 [2][4] Financial Performance - Net income rose 51% to $244 million, or 55 cents per share, but fell short of the expected 68 cents per share [4] - The company anticipates spending several hundred million dollars more on new initiatives and product development in 2026 compared to 2025 [4] Strategic Developments - DoorDash is enhancing its app by adding restaurant reservations and introducing an autonomous delivery robot named Dot in the Phoenix area [3] - The company is focused on building a single global tech platform to streamline features and improvements across its delivery businesses, including Wolt and Deliveroo [6] - CEO Tony Xu emphasized that these investments will lead to greater efficiency and a better cost structure in the long run [7]

Shares of DoorDash Inc. tumbled in extended trading Wednesday after the delivery platform said it plans to increase investments in its business next year and that its recent acquisition of Deliveroo w... ...

DoorDash posted its strongest growth in more than two years and said it will invest “several hundred million” more next year toward new initiatives and beefing up internal AI tools https://t.co/xHgE97grQA ...

Exhibit 99.1 DoorDash Releases Third Quarter 2025 Financial Results November 5, 2025 SAN FRANCISCO—(BUSINESS WIRE)—DoorDash, Inc. (NASDAQ: DASH) today announced its financial results for the quarter ended September 30, 2025. In Q3 2025, DoorDash drove accelerated year-over-year (Y/Y) growth in revenue, Total Orders, and Marketplace GOV. Our ability to generate growth in our business through strong execution and consistent reinvestment drives our ability to positively impact local economies. In Q3 2025, we g ...