Paying Users

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Impairment related to real estate assets

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Dropbox

Dropbox, Inc. is a collaboration platform that's transforming the way people and teams work together. It offers the following products: Dropbox Basic, Dropbox Plus, Dropbox Professional, and Dropbox Business. The Dropbox Basic is the simple, powerful home for photos, videos, documents, and other files. Its users also get access to Dropbox Paper, a collaborative workspace that helps teams create and share early ideas, and work with any type of content, in one centralized place. The Dropbox Plus provides unrivaled sync along with 1 TB of space, powerful sharing features, and increased control. The Dropbox Professional allows independent workers to store, share, and track their work from one place. The Dropbox Business is designed for small to enterprise level businesses, in which users get full visibility and control over how critical work files are accessed and shared while letting team members continue to use the products. The Company was founded by Andrew W. Houston and Arash Ferdowsi in June 2007 and is headquartered in San Francisco, CA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Dropbox reports robust Q4 performance, eyes AI for growth

Dropbox's Q4 2022 performance was strong, with revenue growth, increased profitability, and strategic acquisitions enhancing capabilities.
Challenges include mobile churn, headwinds from Teams customers, and lower-than-expected net new paying users, but opportunities lie in product expansion and AI integration.
The company remains optimistic about its strategy and growth opportunities despite macroeconomic challenges, focusing on innovation and operational efficiency.
With a stable competitive landscape, Dropbox aims to leverage its strengths in security, user experience, and AI for future growth and market differentiation.

Dropbox surpasses Q1 revenue expectations, eyes AI for growth

Dropbox's Q1 performance showed revenue exceeding guidance and strategic focus on growth areas.
Strengths include FormSwift's performance, improved sign-up trends, and positive user additions.
Challenges include price sensitivity, macro headwinds, and FX impacts, with prudent guidance for the future.
Opportunities lie in AI products, operational efficiency, and long-term financial targets for sustainable growth.

Dropbox surpasses Q2 expectations, focuses on AI and bundles

Dropbox delivered a strong Q2 performance, exceeding revenue guidance and showcasing growth in key areas like FormSwift and AI-powered products. Operating margin and net income also saw positive YoY growth.
While facing challenges from macro trends and Teams customers, the company is strategically focusing on bundles, pricing strategies, and customer retention. Opportunities in AI talent, product expansion, and customer relationship enhancement are being pursued.
Overall, Dropbox's Q2 results reflect a balance of performance, strengths, challenges, and opportunities, with a clear strategic direction towards enhancing product offerings, addressing customer needs, and driving sustainable growth.

Dropbox reports solid Q3 earnings, eyes AI growth amid challenges

Dropbox's Q3 2023 performance showed revenue growth, strong user base, and operational efficiency.
The company's strengths include AI-focused product enhancements and strategic cost-saving initiatives.
Challenges in team and document workflow businesses, FX headwinds, and regional growth disparities were noted.
Opportunities for growth include AI-driven innovations, international expansion, and new revenue streams through strategic initiatives.

Dropbox achieves record margins, faces challenges, eyes AI growth

Dropbox (DBX) focused on enhancing AI-powered product experiences and core FSS offerings in Q4 2023, achieving record non-GAAP operating margins. Despite challenges like reduced new licenses and higher churn, the company shared guidance for Q1 and fiscal year 2024.
Operational enhancements, introduction of Dropbox Dash, and addressing customer awareness gap through web redesign were key initiatives. Balancing margins, efficiency, and investing in AI showcase strategic foresight amidst sector-wide challenges.
Challenges in pricing changes, team dynamics, and document workflow businesses were noted, alongside opportunities in driving adoption, monetization, and product portfolio expansion. Seasonality effects and R&D investments position Dropbox for future growth and innovation.

Dropbox reports solid Q1 performance, focuses on innovation and growth

Dropbox's Q1 performance reflects stability and growth, with a focus on innovation, user experience, and financial strength.
Challenges in the FSS business are met with strategic responses, while opportunities in new user acquisition and product enhancements are pursued.
Investor concerns and market dynamics are addressed through a commitment to long-term value creation and market differentiation strategies.
The company's response to challenges like the HelloSign incident showcases resilience, transparency, and a proactive approach to maintaining customer trust.

Dropbox optimizes workforce, introduces AI search, anticipates margin expansion

Dropbox is strategically realigning its workforce and investments for future growth.
Introducing innovative products like Dropbox Dash to enhance search capabilities and governance.
Despite revenue challenges, focusing on operational efficiency and margin expansion in 2025.
Balancing workforce reductions with a commitment to shareholder value through capital returns.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Dropbox, Inc. engages in providing file backup, sync, and sharing solutions. Its products include Dropbox, Dropbox Dash beta, Dropbox Backup, Dropbox Replay, Dropbox Sign, Dropbox Capture, DocSend, and Dropbox Early Access. The company was founded by Andrew W. Houston and Arash Ferdowsi in May 2007 and is headquartered in San Francisco, CA.

Dropbox oozes sizeable free cash flows due to vastly improving margins. The company expects to improve free cash flow by ~40% in 2024. It offers significant shareholder returns with large buyback programs.

Dropbox Stores Huge Free Cash Flows With Attractive Value

Dropbox is a solid business trading at a cheap valuation. The company is expanding its offerings and generating consistent recurring revenue.

Dropbox's Fundamentals Are Strong But I Have Some Concerns

Dropbox, Inc. (NASDAQ:DBX ) Jefferies Software Conference June 2, 2022 1:25 PM ET Company Participants Timothy Young - President Conference Call Participants Luv Sodha - Jefferies Luv Sodha Good morning, everyone. My name is Luv Sodha.

Dropbox, Inc. (DBX) Management Presents at Jefferies Software Conference (Transcript)

When Dropbox ( DBX , Financial) was founded in 2007, it was a real game-changer when it came to cloud-based file storage. Since then, though, the company's moat has been eroded away as many competitors entered the market, from Alphabet's ( GOOG , Financial)( GOOGL , Financial) Google Drive to Microsoft's ( MSFT , Financial) OneDrive, Apple's ( AAPL , Financial) iCloud and much more.

Dropbox Is Set for a Turnaround

Dropbox's business is excellent and its services are sticky. Over the years, the number of paying users has continued to increase, managing not to be crushed by the competition. The business requires little capital expenditure, and this allows Dropbox to generate tons of FCF. This lowers risk and allows the company to finance acquisitions and buybacks.

Dropbox: Huge Free Cash Flow Means Low Risk And High Reward

Shares of Dropbox rallied modestly after the company posted strong Q1 results. Revenue grew at 10% y/y, beating the high-single-digit target that Wall Street had set.

Dropbox: Long Overdue For A Rebound

Dropbox, Inc. (NASDAQ:DBX ) Q1 2022 Earnings Conference Call May 5, 2022 12:00 AM ET Company Participants Karan Kapoor - Head of Investor Relations Drew Houston - Co Founder and Chief Executive Officer Tim Regan - Chief Financial Officer Conference Call Participants Luv Sodha - Jefferies Joey Marincek - JMP securities Billy Fitzsimmons - William Blair Rishi Jaluria - RBC Capital Markets Operator Good afternoon, ladies and gentlemen. Thank you for joining Dropbox's First Quarter 2022 Earnings Conference Call.

Dropbox, Inc. (DBX) CEO Drew Houston on Q1 2022 Results - Earnings Call Transcript

Dropbox (DBX) delivered earnings and revenue surprises of 0% and 0.69%, respectively, for the quarter ended March 2022. Do the numbers hold clues to what lies ahead for the stock?

Dropbox (DBX) Meets Q1 Earnings Estimates

Dropbox Inc.'s. stock DBX, -4.91% rose 3% in extended trading Thursday after the software company reported fiscal first-quarter revenue that exceeded Wall Street analysts' forecasts.

Dropbox's stock rises 3% on sales, earnings beats

SAN FRANCISCO--(BUSINESS WIRE)--Dropbox, Inc. (NASDAQ: DBX), today announced financial results for its first quarter ended March 31, 2022. “2022 is off to a strong start as we launched new functionality and features across Backup, Shop and document workflows with HelloSign, DocSend and PDF editing; all designed to help customers organize, secure, and do more with their digital content,” said Dropbox Co-Founder and Chief Executive Officer Drew Houston. “I'm pleased with our team's execution and

Dropbox Announces Fiscal 2022 First Quarter Results

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SAN FRANCISCO--(BUSINESS WIRE)--Dropbox, Inc. (NASDAQ: DBX) announced today that it will report financial results for the first quarter ended March 31, 2022 after market close on Thursday, May 5, 2022. The company will also hold a conference call on the same day at 2:00 PM PT / 5:00 PM ET to discuss its financial results with the investment community. The conference call can be accessed by dialing (877) 300-7844 from the United States or (786) 815-8440 internationally with reference to the comp

Dropbox to Announce First Quarter 2022 Earnings Results

Value should continue to outperform growth as the Fed raises interest rates.

Focusing On Value In Technology - Dropbox

Spotify

Both these companies are now trading at reasonable valuations given the market sell-off.

2 Tech Stocks You'll Regret Not Buying During This Sell-Off

Dropbox Inc (NASDAQ:DBX) is down 0.9% to trade at $22.56 at last check.

What to Expect from This Struggling Cloud Stock

Dropbox Shop, a platform that allows creators to sell digital content directly to their customers, is now available in open beta, Dropbox announced on Tuesday. The company is also introducing new updates to the platform and adding tipping capabilities.

Dropbox Shop launches in open beta to allow creators to sell digital content

Nintendo

These companies have great business models and trade at dirt cheap earnings multiples.

2 Value Stocks You'll Regret Not Buying Ahead of a Bear Market

New DocSend data shows that while investors battle for equity in startups, female and minority founders still struggle for equity in funding SAN FRANCISCO , March 16, 2022 /PRNewswire/ -- DocSend , a secure document sharing platform and Dropbox (NASDAQ: DBX) company, released a new comprehensive research report analyzing how race and gender can impact a startup founding team's ability to successfully raise VC funding. The new report revealed that different segments of underrepresented founders, such as women and underrepresented minorities, experienced higher VC engagement and increased funding, but not all groups increased their funding equally.

New Funding Divide Report Shows Underrepresented Founders Are Getting More Attention, But For Most, The Dollars Don't Deliver

Dropbox, Inc. (DBX) CEO Drew Houston Presents at Morgan Stanley Technology, Media and Telecom Conference 2022 (Transcript)

These three qualities could make Dropbox stock a double-digit compounder.

Looking for Safe Double-Digit Returns? Check Out Dropbox Stock

If the company hits its long-term targets, shareholders could be handsomely rewarded.

Is Now the Time to Buy Dropbox Stock?

Shares of Dropbox are down ~8% year-to-date but have outperformed SaaS peers due to its value orientation. Dropbox recently posted a strong Q4 earnings print that beat Wall Street's expectations on the top and bottom line.

Dropbox: The Right Value Play For This Choppy Market

The company continues to steadily grow its revenue and profits.

Why Dropbox Is a No Brainer Value Stock

Dropbox Inc (NASDAQ:DBX) reported strong fourth-quarter results after the close yesterday, with earnings of 41 cents per share on revenue of $565.50 million, which beat Wall Street's estimates of 37 cents per share on $558.16 million.

Options Traders Remain Bearish on Dropbox Stock After Earnings

Dropbox's (DBX) CEO Drew Houston on Q4 2021 Results - Earnings Call Transcript

News for Dropbox Stock (DBX)