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.

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.

7 Value Stocks With at Least 50% Upside

Shares of Dropbox are defying malaise in the rest of the tech sector, up ~20% year-to-date. The company just reported a Q1 earnings beat that overachieved on revenue while showing massive expansion in operating margins.

Dropbox: The Right Stock To Bank On In A Tech Downturn

The cloud storage platform is growing its top line and returning a lot of cash to shareholders.

Dropbox Shows Again Why It Is the Ultimate Tech Value Stock

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

Dropbox (DBX) Earnings and Revenues Top Estimates in Q1

The online document storage company has added new capabilities in secure document sharing and tracking, and electronic signatures.

Dropbox Shares Inch Higher After Earnings Top Estimates

Dropbox Inc (NASDAQ: DBX) reported first-quarter FY21 revenue growth of 12% year-on-year to $511.6 million, beating the analyst consensus of $505.1 million. Total ARR rose 13% Y/Y to $2.112 billion, and paying users rose 8.5% Y/Y to 15.83 million.

Dropbox Reports Strong Q1 Earnings, Expanding Margins, Raises FY21 Guidance

Dropbox's (DBX) CEO Drew Houston on Q1 2021 Results - Earnings Call Transcript

Dropbox (DBX) delivered earnings and revenue surprises of 16.67% and 1.31%, respectively, for the quarter ended March 2021. Do the numbers hold clues to what lies ahead for the stock?

Dropbox (DBX) Q1 Earnings and Revenues Beat Estimates

Dropbox stock jumped during after-hours trading after the data management company reported first-quarter results late Thursday that beat consensus estimates on the top and bottom lines. The post Dropbox Stock Jumps As First-Quarter Earnings Crush Wall Street Estimates appeared first on Investor's Business Daily.

Dropbox Stock Jumps As First-Quarter Earnings Crush Wall Street Estimates

Shares of Dropbox (NASDAQ:DBX) rose in after-market trading after the company reported Q1 results. Quarterly Results Earnings per share were up 105.88% year over year to $0.35, which beat the estimate of $0.30.

Recap: Dropbox Q1 Earnings

SAN FRANCISCO--(BUSINESS WIRE)--Dropbox Q1 2021 Earnings

Dropbox Announces Fiscal 2021 First Quarter Results

SAN FRANCISCO, May 6, 2021 /PRNewswire/ -- Dropbox (NASDAQ: DBX) today announced that DocSend , a secure document sharing platform, released a new research report showing definitive progress in fundraising success for startup founder teams with minorities, but greater hurdles for all-female founder teams seeking capital for their businesses. When raising early-stage capital (pre-seed or seed round) in 2020, founder teams with minority members raised 30% more than teams with no minority members.

New Report on Funding Divide Shows Progress for Founder Teams with Minorities, Hurdles for All-Female Teams

Dropbox possesses strong economic moats and has a robust subscription-based, scalable business model. Dropbox is realizing greater profits due to its high operating leverage.

Dropbox: Great Company At A Fair Price

Dropbox's (DBX) first-quarter 2021 performance is likely to benefit from incremental uptake of its offerings and gains from growth in paying users amid continued momentum in work from trend.

Growth in Paying Users to Drive Dropbox's (DBX) Q1 Earnings

DBX stock doesn't get a lot of credit from Wall Street, but investors are undervaluing the company's robust free cash flow generation. The post Could Dropbox Stock Rally More Than 50% From Current Levels?

News for Dropbox Stock (DBX)