DoorDash, Figma, and eBay report calendar Q4 2025 earnings after the close. DoorDash guided Marketplace GOV between $28.9 billion and $29.5 billion and Adjusted EBITDA of $710 million to $810 million. DoorDash shares are down 23% year-to-date after a volatile start to 2026. Last quarter DoorDash revenue was $3.45 billion, adjusted EPS $1.28, total orders 776 million and Marketplace GOV $25 billion. Deliveroo was expected to contribute roughly $45 million to fourth quarter Adjusted EBITDA. Polymarket traders price a 23% probability of DoorDash beating consensus EPS. AI disruption fears have pressured all three stocks.
"DoorDash ( Nasdaq: DASH), Figma ( NYSE: FIG) and eBay ( Nasdaq: EBAY) all report calendar Q4 2025 earnings tonight after the close. The companies represent starkly different corners of the internet economy: one powering local delivery at scale, another reinventing a 30-year-old marketplace with AI, and a third a recent SaaS IPO. Yet, each stock has been under the same pressure recently. Fears around AI disruption have sent each of these company's stock south."
"Last quarter delivered a mixed message. Revenue of $3.45 billion beat the $3.36 billion consensus and adjusted EPS of $1.28 beat expectations. Yet, GAAP EPS fell short of consensus. Total orders hit 776 million, up 21% year-over-year, while Marketplace GOV climbed 25% to $25 billion. I'll be watching whether DoorDash can show that its Deliveroo integration is paying off without dragging margins."
Read at 24/7 Wall St.
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