According to @garyblack00, DoorDash shares fell 18% after hours as Q3 results showed beats on gross order volume at $25.0B vs $24.6B estimated, orders at 776M vs 770.6M estimated, revenue at $3.45B vs $3.36B estimated, adjusted EBITDA at $754M vs $750M estimated, but EPS missed at $0.55 vs $0.68 estimated, and free cash flow printed $723M vs $708M estimated (source: @garyblack00). According to @garyblack00, Q4 guidance calls for gross order volume of $28.9B–$29.5B vs $26.4B estimated and adjusted EBITDA of $710M–$810M vs $802M estimated (source: @garyblack00). According to @garyblack00, management expects to invest several hundred million dollars more in new initiatives and platform development in 2026 than in 2025, and the Deliveroo acquisition will contribute $32M–$40M less to 2026 EBITDA due to accounting differences, with the conference call at 5 pm ET (source: @garyblack00). According to @garyblack00, the update contains no reference to cryptocurrency exposure or impact (source: @garyblack00).

According to @StockMKTNewz, Meta Platforms reported Q3 2025 EPS of $1.05 versus $6.66 expected while revenue was $51.2B versus $49.4B expected, per @StockMKTNewz. Meta attributed the EPS shortfall to a one-time, non-cash income tax charge of $15.93B tied to a valuation allowance related to the U.S. Corporate Alternative Minimum Tax under the One Big Beautiful Bill Act, per @StockMKTNewz. Excluding the $15.9B item, Meta indicated EPS would have been $7.25, implying a beat versus expectations, per @StockMKTNewz. Management also guided for a significant reduction in U.S. federal cash tax payments for the remainder of 2025 and future years due to the legislation, per @StockMKTNewz. The cited update did not mention any direct crypto market impacts or digital asset initiatives, per @StockMKTNewz.

According to @garyblack00, TSLA fell 1.8% after hours after missing Q3 adjusted EPS at $0.50 versus $0.59 expected, source: @garyblack00. Auto gross margin excluding regulatory credits printed 15.4% versus 15.6% expected, with restructuring charges of $238 million and other expense of negative $28 million coming in above forecasts, source: @garyblack00. The effective tax rate was 29.1% versus 21.1% expected and SG&A was 6.4% of revenue versus 5.4% expected, source: @garyblack00. Average gross profit per vehicle was $6,149, down 10.7% year over year, while free cash flow was $4.0 billion versus $1.5 billion expected, source: @garyblack00. The conference call is usually more relevant than the numbers themselves and may drive near-term price action, source: @garyblack00.