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

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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 cloud storage specialist reported second-quarter results and announced a CFO transition.

Why Dropbox Stock Plunged Today

Dropbox Inc.’s stock is one of Friday’s big movers — shares are down nearly 10% in early-afternoon trading — despite quarterly results that beat analyst predictions.

Dropbox boasted solid results, but its CFO’s departure is worrisome

Dropbox Inc. (NASDAQ: DBX) published its quarterly financial results on Thursday that came in stronger than what the experts had forecast.

Dropbox publishes a stronger than expected Q2 earnings report

Dropbox, Inc. (DBX) CEO Drew Houston on Q2 2020 Results - Earnings Call Transcript

Shares of Dropbox (NASDAQ:DBX) decreased 6.4% in after-market trading after the company reported Q2 results.

Dropbox: Q2 Earnings Insights

Dropbox (DBX) earnings for the cloud storage company's second quarter of 2020 have DPX stock taking a beating after-hours Thursday.
The post Dropbox Earnings: DPX Stock Drops 5% Despite Beating Q2 Estimates appeared first on InvestorPlace.

Dropbox Earnings: DPX Stock Drops 5% Despite Beating Q2 Estimates

Dropbox Inc. DBX, +0.21% shares dipped 4% in after-hours trading Thursday after the file-sharing service reported fiscal second-quarter revenue in line with Wall Street estimates, underscoring the need for Dropbox's technology among millions of Americans working from home during the pandemic.

Dropbox shares drop 4% despite revenue in line with Street estimates

SAN FRANCISCO--(BUSINESS WIRE)--Dropbox, Inc. (NASDAQ: DBX), today announced financial results for its second fiscal quarter ended June 30, 2020.

Dropbox Announces Fiscal 2020 Second Quarter Results

Dropbox's (DBX) second-quarter results are likely to reflect gains from growth in paying users driven by robust uptake of its latest desktop app.

Growth in Paying Users to Drive Dropbox's (DBX) Q2 Earnings

Dropbox's (DBX) second-quarter results are likely to reflect robust adoption of its latest desktop app driven by coronavirus crisis triggered demand for cloud storage.

Dropbox (DBX) to Post Q2 Earnings: What's in the Offing?

Although Dropbox Inc (NASDAQ: DBX) is likely to beat Street expectations for the second quarter and has near-term tailwinds, its SaaS transformation could take more time to play out, according to BofA Securities.

BofA Cuts Rating Even As Dropbox Appears Set To Beat Q2 Expectations

SAN FRANCISCO--(BUSINESS WIRE)--Today Dropbox Inc. (NASDAQ: DBX) announced a partnership with the University of Michigan to deploy Dropbox Education campuswide.

University of Michigan Empowers Distance Learning and Remote Collaboration With Campuswide Dropbox Education Deployment

Dropbox: A Relatively Low-Risk Work-From-Home Stock

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Tech companies, which have been saviors during the pandemic, are expanding their cloud business.

Cloud Business Boosting Revenues of Tech Companies: 5 Winners

One prominent investment bank thinks the stock is being left behind in the investor rush into companies benefiting from stay-in-place mandates.

Why Dropbox Shot Nearly 10% Higher on Monday

Shares of Dropbox Inc. DBX, +0.82% are up almost 4% in premarket trading Monday after Jefferies analyst Brent Thill upped his rating on the stock to buy from hold, writing that the stock trades at a discount to peers and benefits from work-from-home trends.

Dropbox stock rises after Jefferies upgrade

Dropbox’s stock (NASDAQ: DBX) is nearly flat compared to December 2018. On the other hand, peer Box’s stock (NYSE: BOX) is up 13.5% during the same period.

Should You Choose Dropbox’s Stock Over Box’s Stock?

SAN FRANCISCO--(BUSINESS WIRE)--Dropbox, Inc. (NASDAQ: DBX) announced today that it will report financial results for the second quarter ended June 30, 2020 after market close on Thursday, August 6, 2020.

Dropbox to Announce Second Quarter 2020 Earnings Results

Dropbox: Probably The Cheapest Cloud Play Available, Watch Out For This One

In a sea of richly valued and overbought work from home stocks, Dropbox stock shines bright as an undervalued gem.

Buy Lagging Dropbox Stock Before It Climbs to $30

Dropbox: An Attractively Valued Pick In Today's Overheated Software Sector

Fastly

MongoDB

Okta

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A durable competitive advantage could mean sustainable stock gains for some cloud companies.

‘Moats’ will make all the difference for cloud companies as tech costs come under pressure

Two encouraging quarterly reports lifted shares of the cloud services company.

Why Dropbox Stock Climbed 21.6% in the First Half of 2020

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The rally in technology stocks has been aiding the Nasdaq Composite. Here we have picked five technology stocks that are well poised to grow as economic activities gain momentum in the United States.

Tech Rally Drives Nasdaq to New High: 5 Stocks to Buy Right Now

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Here we discuss five stocks that are well-poised to gain from the solid prospects of continued remote-working.

News for Dropbox Stock (DBX)