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.

SAN FRANCISCO--(BUSINESS WIRE)--Dropbox, Inc. (NASDAQ: DBX) announced today that it will report financial results for the second quarter ended June 30, 2021 after market close on Thursday, August 5, 2021. 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 c

Dropbox to Announce Second Quarter 2021 Earnings Results

Shares of the collaboration and file-sharing platform are getting more expensive by the day.

Up 40% This Year, Is It Time to Sell Dropbox?

Activist investor Elliott Management reportedly snapped up a hefty stake in Dropbox. The hedge fund has a couple of avenues to increase shareholder value.

This is how activist fund Elliott Management could push Dropbox to boost its profitability

The pandemic has been a time for a lot of reflection on both a personal and business level. Tech companies in particular are assessing whether they will ever again return to a full time, in-office approach.

Dropbox is reimagining the workplace with Dropbox Studios

Dropbox is currently trading at a similar level to its IPO price in 2018 despite being in a growth industry.

Dropbox: A 'Boring' But Solid Cloud Company

Amazon

Slack

Amazon.com Inc (NASDAQ: AMZN) is in discussion with other companies regarding a "Rebel Alliance" to challenge Microsoft Corp's (NASDAQ: MSFT) work-productivity application market dominance, Insider reports. What Happened: Amazon aims to partner with software makers to offer a bundle of business apps for a single price.

Amazon Eyeing 'Rebel Alliance' With Dropbox, Slack To Challenge Microsoft: Insider

Amazon is reportedly trying to form a "Rebel Alliance" with other tech companies in an effort to take on Microsoft's suite of work-productivity apps.

Amazon reportedly discussed forming ‘Rebel Alliance' to take on Microsoft

Amazon Inc (NASDAQ:AMZN) is in talks with several software firms including Slack Technologies Inc (NYSE:WORK) and Dropbox Inc (NASDAQ:DBX) in a bid to create an alliance of firms to challenge Microsoft Corp's (NASDAQ:MSFT) grip on the market for work productivity apps. On Thursday, a Business Insider report said while still at an ideas stage, the ecommerce giant is aiming to partner with software makers to offer a bundle of business apps for one price in direct competition with Microsoft's 365 product suite which includes the likes of Word, Outlook, Excel and Powerpoint.

Amazon mulls alliance with Slack, Dropbox to challenge Microsoft in office apps market

DoorDash

Semrush Holdings

Zoom Video

A look at a handful of some of two year old and younger IPOs in the tech space run by first generation Americans, and young immigrants.

These Tech Companies Run By Emerging Market Migrants Are Beating The Nasdaq

Salesforce

Everbridge

PagerDuty

Atlassian

Thor Industries

Twilio

Twitter

Veeva Systems

Workday

The Fed's meeting was the (expected) smallest of tone shifts, rather than a major policy adjustment. One of the sectors that emerged as a winner in the market's eyes? SaaS (software as a service) stocks. New boss, same as the old boss.

SaaS Stocks: A Post-Fed Winner, But Mind The Hangover (Podcast)

In the latest trading session, Dropbox (DBX) closed at $29.21, marking a -0.88% move from the previous day.

Dropbox (DBX) Dips More Than Broader Markets: What You Should Know

Dropbox (DBX) closed at $29.72 in the latest trading session, marking a -0.1% move from the prior day.

Dropbox (DBX) Stock Sinks As Market Gains: What You Should Know

DocuSign

Alphabet

Microsoft

As factors like affordability and remote access drives demand for cloud computing, stocks like Alphabet (GOOGL), Dropbox (DBX), DocuSign (DOCU), Microsoft (MSFT) and Amazon (AMZN) should benefit.

5 Stocks to Watch on Continued Demand for Cloud Computing

Hedge fund Elliott Management is now the second-largest shareholder of the file-sharing platform.

An Activist Investor Just Revealed a Stake in Dropbox: Here's What Investors Need to Know

The investment could be worth well over $800 million.

Activist Hedge Fund Takes Huge Stake in Dropbox

Dropbox Inc. (NASDAQ:DBX) stock soared 3.92% on Wednesday after news broke that activist hedge fund Elliot Management had taken a huge stake. Wall Street Journal reported that the firm now owns more than 10% of the cloud computing company, making it the second-largest shareholder behind CEO Drew Houston.

Elliot Management reveals a huge stake in Dropbox – time to buy?

Activist fund Elliott Management has procured over 10% stake in Dropbox Inc (NASDAQ: DBX), valued at over $800 million, becoming the cloud storage group's biggest institutional shareholder by beating Vanguard Group, the Wall Street Journal reported. CEO Drew Houston is the biggest shareholder of the company.

Elliott Management Acquired Over 10% Stake in Dropbox

Activist investor Elliott Management owns a large stake in Dropbox and has been holding private discussions with the file-sharing service provider for some time, a source familiar with the matter said on Wednesday. The hedge fund owns a stake of more than 10 percent, which is valued at more than $800 million, the person said, declining to reveal.

Elliott Management owns big Dropbox stake, holds discussions

Dropbox stock soared on Wednesday after a report out of the Wall Street Journal revealed the activist hedge fund Elliott Management holds a 10% stake in the company, worth well over $800 million. Speculation about a potential activist investor stake in Dropbox has been swirling since mid-May when a 13-F filing from UBS showed that the bank had picked up 7.7 million shares of Dropbox in the second quarter. UBS is often associated with activist investors taking swap positions through banks.

Dropbox soars on report that activist hedge fund Elliott Management has a 10% stake in the company

Elliott Management Corp. has taken a sizable stake in software company Dropbox Inc., the latest target for the activist hedge fund, according to people familiar with the matter.

The Wall Street Journal: Activist hedge fund Elliott Management holds big Dropbox stake

U.S. hedge fund Elliott Management has taken a sizable stake in file-sharing service provider Dropbox Inc, the Wall Street Journal reported on Wednesday, citing people familiar with the matter.

Hedge fund Elliott Management has big Dropbox stake - WSJ

Dropbox, Inc. (DBX) CEO Drew Houston Presents at JPMorgan 49th Annual Global Technology, Media and Communications Conference (Transcript)

Activision Blizzard

DLH Hlds

Many high-risk assets such as non-profitable growth stocks and Bitcoin corrected significantly over the past months. As such, the interest in these names looks to be picking up significantly. With valuations still at sky-high levels and (interest) fear not having kicked in fully yet, we believe risk-averse investors should keep avoiding most of these names.

3 Amazing All-Weather Stocks Insiders Bought Heavily

The cloud storage company is still growing at a healthy rate.

Is Dropbox Stock a Buy?

Alibaba

Bristol-Myers

Farfetch

Micron Technology

Wynn Resorts

Some value stocks can be value traps. However, they can also offer big-time rewards.

News for Dropbox Stock (DBX)