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 has announced plans to acquire DocSend, a secure document sharing and tracking platform, in an all-cash deal worth $165 million.

Dropbox acquires document sharing platform DocSend for $165M

SAN FRANCISCO--(BUSINESS WIRE)--Dropbox, Inc. (NASDAQ: DBX), today announced it has entered into a definitive agreement to acquire DocSend, a secure document sharing and analytics company with more than 17,000 customers. “Given the dramatic rise in remote work, there's increased demand for digital tools that help people organize their content and seamlessly collaborate with each other,” said Dropbox Co-Founder and Chief Executive Officer, Drew Houston. “DocSend is a perfect complement to our pr

Dropbox to Acquire DocSend

Dropbox announced today that it plans to acquire DocSend for $165 million. The company helps customers share and track documents by sending a secure link instead of an attachment.

Dropbox to acquire secure document sharing startup DocSend for $165M

Is (DBX) Outperforming Other Computer and Technology Stocks This Year?

Has Dropbox (DBX) Outpaced Other Computer and Technology Stocks This Year?

Unusual items in the filings of Dropbox Inc. (DBX) and several other companies during the first week of The Real Earnings Season.

Write-Downs Understate Dropbox's True Profits & Other Findings From The Real Earnings Season

Dropbox shares are looking more attractive than ever with the stock trading at just over ~4x forward revenue. Though growth has slowed, Dropbox is steering admirable profit expansion through careful cost controls.

Dropbox: Time To Double Down

It's overlooked, but Dropbox continues to rake in cash at an impressive rate.

This Tech Stock Is Way Too Cheap

Dropbox, Inc. (NASDAQ: DBX) priced $653 million convertible senior notes due 2026 and $653 million convertible senior notes due 2028 from an upsized debt offering in a private placement to qualified institutional buyers to raise $1.286 billion. The offering was upsized from $1.135 billion announced previously.

Dropbox Raises $1.31B In Upsized Convertible Debt Offering

SAN FRANCISCO--(BUSINESS WIRE)--Dropbox, Inc. (“Dropbox”) (NASDAQ: DBX) today announced the pricing of $653,000,000 aggregate principal amount of convertible senior notes due 2026 (the “2026 Notes”) and $653,000,000 aggregate principal amount of convertible senior notes due 2028 (the “2028 Notes” and, together with the 2026 Notes, the “Notes”) in a private placement to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Act”). The aggregate pr

Dropbox, Inc. Announces Upsize and Pricing of $1.306 Billion Convertible Senior Notes Offering

Despite its increased importance in the new ‘home office' normal, the document storage and cloud segment has been largely ignored compared to the likes of Zoom Video (NASDAQ: ZM), DocuSign (NASDAQ: DOCU) and Fastly (NYSE: FSLY). Last Thursday, Dropbox (NASDAQ: DBX) showed how much it benefited from the work-from-home trend as it reported better-than-expected fourth-quarter revenue.

Remote Work Had Several Implications For Dropbox Eanings

Dropbox, Inc. (NASDAQ: DBX) offered $567.5 million convertible senior notes due March 1, 2026, and $567.5 million convertible senior notes due March 1, 2028, in a debt offering in a private placement to qualified institutional buyers. Dropbox intends to enter into convertible note hedge and warrant transactions with the initial purchasers or their affiliates and other financial institutions to reduce the potential dilution upon any note conversion or cash payment incurred towards the notes.

Dropbox Seeks To Raise $1.135B Via Convertible Debt

SAN FRANCISCO--(BUSINESS WIRE)--Dropbox, Inc. (“Dropbox”) (NASDAQ: DBX) today announced its intention to offer, subject to market conditions and other factors, $567.5 million aggregate principal amount of convertible senior notes due March 1, 2026 (the “2026 Notes”) and $567.5 million aggregate principal amount of convertible senior notes due March 1, 2028 (the “2028 Notes” and, together with the 2026 Notes, the “Notes”) in a private placement to qualified institutional buyers pursuant to Rule

Dropbox, Inc. Announces $1.135 Billion Convertible Notes Offering

Dropbox's (DBX) fourth-quarter results reflect gains 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 Beat Estimates in Q4

Data storage giant Dropbox, Inc. (NASDAQ:DBX) announced its fourth-quarter earnings  yesterday after the close, and the results were outstanding.

What to do With Dropbox Stock After Earnings

Dropbox stock fell as much as 5% Friday, with the cloud-storage provider turning in a fourth-quarter net loss as a shift to remote work led to a charge related to real estate. The company's net loss was $345.8 million, wider than its loss of $6.6 million a year ago and a swing from profit of $32.7 million in the third quarter.

Dropbox falls as charge on real estate in shift to remote leads to wider quarterly net loss (DBX)

Dropbox's (DBX) CEO Drew Houston on Q4 2020 Results - Earnings Call Transcript

Dropbox (DBX) delivered earnings and revenue surprises of 21.74% and 1.20%, respectively, for the quarter ended December 2020. Do the numbers hold clues to what lies ahead for the stock?

Dropbox (DBX) Q4 Earnings and Revenues Surpass Estimates

In October Dropbox said all employees would mainly work remotely instead of in offices. That's coming at a cost.

Dropbox takes $400 million impairment charge on real estate after switching to remote work

Dropbox on Thursday posted a bigger fourth-quarter loss, hit by about $400 million of impairment charges on its real estate assets as the file hosting service transitions to a 'virtual first' working model and prepares to sublease parts of its offices.

Dropbox writes down real estate value in transition to remote working

Shares of Dropbox (NASDAQ:DBX) rose in after-market trading after the company reported Q4 results. Quarterly Results Earnings per share rose 75.00% year over year to $0.28, which beat the estimate of $0.24.

Recap: Dropbox Q4 Earnings

The company also announced a $1 billion share repurchase.

Earnings Results: Dropbox quarterly sales top $500 million for first time

SAN FRANCISCO--(BUSINESS WIRE)--Dropbox, Inc. (NASDAQ: DBX), today announced financial results for its fourth quarter and fiscal year ended December 31, 2020. “2020 was a transformational year for Dropbox and I'm proud of the team for their resilience and focus in addressing our customers' evolving needs,” said Dropbox Co-founder and Chief Executive Officer Drew Houston. “We ended the year with strong margin expansion, free cash flow, and more than $2B in ARR as we continued to make progress to

Dropbox Announces Fourth Quarter and Fiscal 2020 Results

Investors should look for continued growth in customers and cash flow.

What to Look for When Dropbox Reports Earnings This Week

Applied Materials

Deere & Company

Livent Corp

Roku

Here's a preview of four U.S. firms that will be reporting results after markets close Thursday and one that reports before markets open Friday morning.

Earnings Preview: Applied Materials, Roku, Dropbox, Livent and Deere

Dropbox (DBX) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

News for Dropbox Stock (DBX)