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).