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

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Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

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Earnings data Q4 2022

Earnings data Q1 2023

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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.

With rising novel coronavirus cases, Dropbox stock should fly higher based on its distributed work solutions. However, this narrative has not panned out, drawing some concerns for DBX.

Dropbox Can't Seem to Take Advantage of Covid-19

Dropbox has never strayed from its mission of "making work better." It has a history of excellence in a highly competitive market. Steve Jobs once offered to buy it. Dropbox's Smart Workspace is an open ecosystem that integrates with everything. It is becoming the knowledge workers' operating system within an operating system.

Smart Workspace Gives Dropbox Sprawling Potential

Dropbox, Inc. (DBX) Presents at RBC Global Technology, Internet, Media and Telecommunications Conference - (Transcript)

In a September interview at TechCrunch Disrupt, Dropbox co-founder and CEO Drew Houston talked about how the pandemic had forced the company to rethink what work means, and how his company is shifting with the new requirements of a work-from-home world. Today, the company announced broad changes to Dropbox Spaces, the product introduced last year, […]

Dropbox shifts business product focus to remote work with Spaces update

Dropbox is going virtual-first. And it thinks that radically changing the way it works will give its products an edge in the post-pandemic era.

Dropbox says that ditching its swanky offices will result in better products

SAN FRANCISCO--(BUSINESS WIRE)--Today Dropbox, Inc. (NASDAQ: DBX) unveiled the next iteration of its collaborative workspace—Dropbox Spaces—in addition to several new features that help teams get organized, collaborate, and keep work moving securely from anywhere. The news comes on the heels of the company's recent Virtual First announcement, and demonstrates a holistic approach to leading the remote work revolution as more businesses embrace this long-term shift. The sudden move to distributed

Dropbox Goes All in on Remote Work: Unveils New Features and Tools for Distributed Teams

The rise in COVID-19 cases is compelling people to stay and work from home, boding well for technology stocks like Dropbox (DBX), NIC (EGOV) and Zoom (ZM)

3 Tech Stocks to Watch Amid Rising Coronavirus Cases

The market should soon realize how extremely profitable Dropbox now is and how much FCF it produces. Expect to see Dropbox stock rise significantly from here.

Dropbox Stock Will Soar As Free Cash Flow Profits Rise

Dropbox (DBX) has been struggling lately, but the selling pressure may be coming to an end soon.

Dropbox (DBX) Sees Hammer Chart Pattern: Time to Buy?

Dropbox's (DBX) third-quarter results benefit from increases in recurring revenues as well as the number of paying users amid momentum in remote working trend.

Dropbox (DBX) Tops Q3 Earnings & Revenue Estimates, Ups View

Dropbox, Inc. (DBX) CEO Andrew Houston on Q3 2020 Results - Earnings Call Transcript

Shares of Dropbox (NASDAQ:DBX) moved lowers by 3.18% in after-market trading after the company reported Q3 results. Quarterly Results Earnings per share were up 100.00% over the past year to $0.26, which beat the estimate of $0.18.

Recap: Dropbox Q3 Earnings

Dropbox Inc. shares were initially up 8% in after-hours trading Thursday after the maker of document-management software reported fiscal third-quarter results that topped Wall Street estimates. Dropbox reported net income of $32.7 million, or 26 cents a share, compared with a loss of $17 million, or 13 cents a share, in the year-ago quarter.

Dropbox shares pop 8% on revenue, earnings beat

SAN FRANCISCO--(BUSINESS WIRE)--Dropbox Announces Fiscal 2020 Third Quarter Results

Dropbox Announces Fiscal 2020 Third Quarter Results

Etsy

II-VI Incorporated

Peloton

Rite Aid

ViacomCBS

Yelp

Companies are always seeking growth through mergers and acquisitions, so investors could pick buyout stocks before the market does. The post 7 Stocks That Look Like Great Buyout Targets appeared first on InvestorPlace.

7 Stocks That Look Like Great Buyout Targets

Dropbox stock is headed in the opposite direction than its cohort. While most other cloud stocks caught fire, DBX wallowed near lows.

Dropbox Is Still Not the Cloud Stock I'd Bet On

Dropbox (NASDAQ: DBX) will be releasing its next round of earnings this Thursday, November 05. For all of the relevant information, here is your guide for Thursday's Q3 earnings announcement.

Earnings Preview: Dropbox

Yet, while it's wise to let markets absorb the earnings release, don't wait too long. With shares just a few dollars above prior lows, now's the time to seize the opportunity, and dive into Dropbox stock.

Seize Opportunity and Buy the Pullback in Dropbox

Many prominent investors, including Warren Buffett, David Tepper and Stan Druckenmiller, have been cautious regarding the current bull market and missed out as the stock market reached another high in recent weeks. On the other hand, technology hedge funds weren't timid and registered double digit market beating gains. Financials, energy and industrial stocks aren't doing great but many of the stocks that delivered strong returns since March are still going very strong and hedge funds actually increased their positions in these stocks. In this article we will find out how hedge fund sentiment to Dropbox, Inc. (NASDAQ:DBX) changed recently.

Was The Smart Money Right About Embracing Dropbox, Inc. (DBX)?

Western Digital

Last year, Dropbox talked about making a shift to Shingled Magnetic Recording or SMR disks for short because of the efficiency they can give a high volume storage platform like theirs. Today, Western Digital announced that Dropbox was one of the first companies to qualify their Ultrastar® DC HC650 20TB, host-managed SMR hard disks.

Dropbox begins shift to high efficiency Western Digital Shingled Magnetic Recording disks

SAN JOSE, Calif.--(BUSINESS WIRE)--Empowering the world's most essential data infrastructures, Western Digital Corp. (NASDAQ: WDC) today announced that Dropbox Inc. (NASDAQ: DBX), a leading global collaboration platform, is one of the first to qualify the Ultrastar® DC HC650 20TB, host-managed, shingled magnetic recording (SMR) hard disk drives (HDD). With Western Digital SMR HDDs serving as the storage foundation for its custom-built, multi-exabyte storage platforms, Dropbox continues its stra

Western Digital and Dropbox Team to Accelerate Deployment of Leading-Edge Cloud Infrastructure for Today's Online World

Investors are starting to recognize Dropbox's importance in the work from home trend, so as subscriptions grow, so to will this company's profits. The post There's Just Too Much to Love About DropBox Stock at These Levels appeared first on InvestorPlace.

There's Just Too Much to Love About DropBox Stock at These Levels

SAN FRANCISCO--(BUSINESS WIRE)--Dropbox, Inc. (NASDAQ: DBX) announced today that it will report financial results for the third quarter ended September 30, 2020 after market close on Thursday, November 5, 2020. 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

Dropbox to Announce Third Quarter 2020 Earnings Results

Dropbox is a steady FCF earner and the stock looks like good value here. Dropbox stock could rise 32% annually if makes $1 billion FCF by 2024 and the FCF yield falls.

Dropbox Is a Steady FCF Earner and a Good Value

Dropbox says it's becoming a "virtual first" company.

News for Dropbox Stock (DBX)