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

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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

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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.

Dropbox's freemium model and AI investments aim to convert its 700 million users into paying customers. Work-from-home trend likely to boost demand for Dropbox's services. 80% of paid users adopt Dropbox for business purposes, making Dropbox resilient in a recessionary environment.

Dropbox Set For High Teens Returns Through AI, Remote Work, And Share Buybacks

Founders use strategic pitch decks to break through to investors amid increased pitch deck review times and prolonged due diligence periods SAN FRANCISCO , Aug. 24, 2023 /PRNewswire/ -- DocSend , a secure document sharing platform and Dropbox (NASDAQ: DBX) company, released new data pointing to heightened risk aversion in pre-seed investing, with venture capital (VC) investors shifting priorities to long-term profitability over rapid growth. While investors are quick to say "no" to pre-seed deals, spending 11% less time reviewing decks year-over-year (YoY), the report shows how successful founding teams can create shorter, narrative-first pitch decks that prove product opportunity and market preparedness.

From Growth-At-All-Costs to Cost of Missing Out: DocSend Pre-Seed Report Shows Investor Shift to Long-Term Profitability and Risk Aversion

Dropbox delivered yet another quarter of sales growth and improved profitability. The Dropbox platform is only getting stickier for users.

Dropbox Just Reported Q2 Earnings. Here's What Investors Need to Know.

Dropbox had a strong showing in Q2, with a 6% post-earnings pop that cheered better-than-expected revenue. The company continues to roll out new features, including those powered by AI to intelligently search and organize customers' content. Dropbox's FCF and operating margins in the ~30% are nearly unparalleled in the software industry.

Dropbox: Raising Price Target; The Runway Is Long

Content collaboration vendor Dropbox Inc (NYSE:DBX) reported robust 2Q earnings that came in above its projected metrics. The company reported earnings of $0.51 per share, surpassing Wall Street's estimate of $0.45 cents per share.

Dropbox reports robust 2Q earnings on strength of user base, AI offerings

Dropbox, Inc. (NASDAQ:DBX ) Q2 2023 Earnings Conference Call August 3, 2023 5:00 PM 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 Rishi Jaluria - RBC Capital Markets Sonak Kolar - JPMorgan Steve Enders - Citi Michael Funk - Bank of America Eylon Liani - Jefferies Jacob Staffel - Goldman Sachs Operator Good afternoon, ladies and gentlemen. Thank you for joining Dropbox Second Quarter 2023 Earnings Conference Call.

Dropbox, Inc. (DBX) Q2 2023 Earnings Call Transcript

Dropbox (DBX) came out with quarterly earnings of $0.51 per share, beating the Zacks Consensus Estimate of $0.45 per share. This compares to earnings of $0.38 per share a year ago.

Dropbox (DBX) Beats Q2 Earnings and Revenue Estimates

SAN FRANCISCO--(BUSINESS WIRE)--Dropbox, Inc. (NASDAQ: DBX), today announced financial results for its second quarter ended June 30, 2023. “In Q2, we delivered a solid quarter beating our guidance across all metrics, and introduced exciting AI-powered product experiences to our customers, including Dropbox Dash and Dropbox AI,” said Co-Founder and Chief Executive Officer Drew Houston. “As we navigate this period of economic uncertainty, we remain focused on improving the product experience with.

Dropbox Announces Fiscal 2023 Second Quarter Results

DocuSign

DocuSign's growth slowed down significantly after the pandemic. Dropbox still faces stiff competition from larger cloud storage services.

Better Buy: DocuSign vs. Dropbox

SAN FRANCISCO--(BUSINESS WIRE)--Dropbox, Inc. (NASDAQ: DBX) announced today that it will report financial results for the second quarter ended June 30, 2023 after market close on Thursday, August 3, 2023. 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. A live webcast and replay of the conference call can be accessed from the Dropbox investor relations website at http://investors.dropbox.com.

Dropbox to Announce Second Quarter 2023 Earnings Results

Founders seeking capital see limited opportunities as investors take their time – and their summer vacations SAN FRANCISCO , July 13, 2023 /PRNewswire/ -- DocSend , a secure document sharing platform and Dropbox (NASDAQ: DBX) company, released a new data analysis of its Pitch Deck Interest (PDI) metrics showing lukewarm investor engagement is signaling continued diligence and selectivity in fund deployment. Despite this ongoing pullback, startup founders continued to seek out funding in Q2 2023.

DocSend Mid-Year 2023 Pitch Deck Interest Analysis Indicates Growing Gap in Founder and Investor Activity

Subscribers to Schaeffer's Weekend Trader options recommendation service received this DBX commentary on Sunday night, along with a detailed options trade recommendation -- including complete entry and exit parameters.

Exciting Software Stock for Options Bulls

Dropbox staged a big rally beginning in November 2020 and lasting through August 2021 amid the work-from-home transition as companies signed up legions of remote workers for the company's document sharing and storage service.

AI-Powered Dropbox Sees Stock Soar: A Comeback in the Making?

Amazon

Alphabet

Amazon's logistics footprint uses AI, making the company nearly impossible to compete with. Alphabet is applying AI across nearly every facet of its business.

3 Safer Stocks for the Coming AI Revolution

Baidu

While the market leaders are unquestionably sucking all the air out of the room with their overwhelming dominance, other areas of the market have quietly become quite attractive.

Hidden Gems: 2 Undervalued Tech Stocks Flying Under the Radar

The Dropbox platform has evolved to help all kinds of businesses. The company has grown its user base every quarter since going public.

1 Steadily Growing Cloud Stock Investors Shouldn't Overlook

Dropbox has announced on Wednesday (June 21) the launch of its new AI-powered products, Dropbox Dash and Dropbox AI, to help customers search, organize and gain insights from their cloud content.

Dropbox Launches AI-Powered Products to Search and Organize Cloud Data

Not content to sit on the sidelines of the generative AI race, Dropbox today launched Dropbox Ventures, a new $50 venture fund focused on startups in the AI space.

Dropbox launches $50M AI-focused venture fund, intros AI features

SAN FRANCISCO--(BUSINESS WIRE)--Dropbox, Inc. (NASDAQ: DBX), today announced Dropbox Dash and Dropbox AI, new AI-powered product experiences designed to improve modern work and help customers get more out of their content. Dropbox Dash is a universal search tool that connects all tools, content, and apps in a single search bar; Dropbox AI applies generative AI to summarize and answer questions about content saved in Dropbox starting with file previews. The company is also building on its invest.

Dropbox Introduces Dropbox Dash, AI-powered Universal Search, and Dropbox AI for Files

Dropbox is a pioneer in cloud-based storage which demonstrated solid financial performance over the past eight years. Dropbox currently experiences headwinds, but the management takes relevant action to address challenges. My valuation analysis suggests DBX stock is massively undervalued.

Dropbox Stock Is A Screaming Buy

Chipotle

Perion Network

Here are four top-ranked liquid stocks, Chipotle Mexican Grill (CMG), Meta Platforms (META), Perion Network (PERI) and Dropbox (DBX), which investors can add to their portfolio for solid gains.

Snap These 4 Top-Ranked Liquid Stocks to Strengthen Portfolio

TORONTO & STOCKHOLM--(BUSINESS WIRE)--Mentimeter, the leading audience engagement platform, today announced the appointment of Johann Butting to its board of directors. Butting has a background in growing the enterprise sales operations of successful international technology companies, including Google, Dropbox, and most recently Slack where he had been for the last six years as the senior vice president of sales. Butting joins Mentimeter's board of directors bringing more than two decades of e.

Former Slack and Dropbox Executive Johann Butting Joins Mentimeter's Board of Directors

Dropbox displays strong free cash flow but faces slowing growth, evident from the 8.7% YoY revenue growth in Q1 2023. Positioned as a potential value stock, Dropbox grapples with maintaining growth amid fierce competition and a slowing core product.

Dropbox: Navigating The Crossroads Of Value Potential And Slowing Growth

The consensus price target hints at a 25.6% upside potential for Dropbox (DBX). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Wall Street Analysts Believe Dropbox (DBX) Could Rally 25.58%: Here's is How to Trade

Female and minority founders experienced fewer investor meetings and increased startup scrutiny in 2022, as 2021 optimism fades SAN FRANCISCO , May 23, 2023 /PRNewswire/ -- DocSend, a secure document-sharing platform and Dropbox (NASDAQ: DBX) company, today released a report showing funding opportunities for minority and all-female teams in 2022 were disproportionately challenging compared to all-male and/or all-white founder teams. That data indicates although historically underrepresented startup teams saw improved investor engagement in 2021, they did not see the same progress carry over in 2022.

News for Dropbox Stock (DBX)