"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."
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.
Read at 24/7 Wall St.
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