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]