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 surpassed estimates for earnings, revenue and paid users in the fourth quarter.

Dropbox shares soar 15% on earnings beat

Dropbox Inc. DBX, +2.18% shares were up 17% in after-hours trading Thursday after the file-sharing service reported fourth-quarter earnings that beat Wall Street estimates.

Dropbox shares surge 17% on better-than-expected results

Dropbox Inc. (NASDAQ: DBX) is scheduled to release its fourth-quarter financial results after the markets close on Thursday.

What to Expect When Dropbox Reports After the Close

Dropbox (NASDAQ: DBX) announces its next round of earnings this Thursday, February 20.

Q4 Earnings Preview For Dropbox

Dropbox has earnings coming up Thursday. Here's what you need to look for to see if the company finally breaks its losing streak.

Short Sellers Take Aim at Dropbox Stock Ahead of Earnings

Dropbox's (DBX) continuous efforts to strengthen the product portfolio and new features like Dropbox Spaces are likely to have driven the top line in the fourth quarter.

Dropbox (DBX) to Report Q4 Earnings: What's in the Cards?

Deere & Company

Hewlett Packard

Walmart

Caesars Entertainment

Domino's Pizza

First Solar

Medtronic

Zscaler

The fourth-quarter earnings reporting season is winding down, but many more major companies will be sharing their results soon.

Deere, Domino’s, Hewlett Packard Enterprise, Walmart and More Big Earnings Coming This Week

Zuckerberg's Friend Dropbox CEO Houston Joins Facebook Board Of Directors

National Beverage

Planet Fitness

Monday's big stock charts feature 3 names facing key levels with important earnings reports on the way.
The post 3 Big Stock Charts for Monday: Planet Fitness, Dropbox, and National Beverage appeared first on InvestorPlace.

3 Big Stock Charts for Monday: Planet Fitness, Dropbox, and National Beverage

 Luckin Coffee

Pinterest

Peloton

I went shopping on the first trading day of 2020, and purchased four stocks that have gone public over the past two years.

4 Stocks I Bought Last Week

Dropbox: Finding Value In SaaS

Back in 2013, Dropbox was scaling fast. The company had grown quickly by taking advantage of cloud infrastructure from Amazon Web Services (AWS), but when you grow rapidly, infrastructure costs can skyrocket, especially when approaching the scale Dropbox was at the time.

Moving storage in-house helped Dropbox thrive

Adobe

Amazon

Salesforce

Microsoft

ServiceNow

Okta

Twilio

Slack

Zoom Video

Cloud infrastructure took off in the 2010s, making it easier to launch apps and creating many billions of dollars in stock market value.

Amazon's second act, Microsoft's revival and red-hot IPOs highlighted the decade of the cloud

Dropbox is mispriced as the current valuation is a reflection of the fear of growing customer churn.

Dropbox: The Market Is Overreacting

Dropbox (DBX) saw a big move last session, as its shares jumped nearly 6% on the day, amid huge volumes.

Dropbox (DBX) Catches Eye: Stock Jumps 5.6%

Debating A Dropbox Investment

Dropbox Has Finally Dropped Low Enough

The cloud-based data storage provider fell to a new all-time low last week, but the year ahead looks more promising.

Can Dropbox Bounce Back in 2020?

Overstock.com

Tupperware

Under the cover of big headlines about new all-time highs for the major stock market indices, quite a few well-known stocks are failing to participate in the much-publicized rally.

The Unhappy “New Lows” Of 4 Brand Names: Sprint, Tupperware, Overstock And Dropbox

Cisco Systems

What do you do with bad stocks in a good sector? Sell them.

3 Downtrodden Tech Stocks to Sell Before 2020

With rising competition, it may only get more difficult for the company to maintain a high growth rate.

Is Dropbox Stock a Buy? (DBX)

Dropbox: Recent Stock Drop Opens Bullish Investment Door

Arvinas Inc

Trinity Industries

Conventional wisdom says that insiders and 10% owners really only buy shares of a company for one reason -- they believe the stock price will rise and they want to profit from it.

Notable Insider Buys In The Past Week: Arvinas, Dropbox, Trinity

Despite revenue growth, Dropbox stock languishes. Is it worth picking up, or should investors shy away?

Why Dropbox Stock Is Struggling

Alibaba

Amazon has been dominating cloud computing for years now, but some competitors are looking to topple the King of The Cloud.

News for Dropbox Stock (DBX)