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.

A drubbing post-earnings makes it look extraordinarily cheap in at least one respect.

When Will Dropbox Stock Be a Buy?

Revenue and adjusted earnings per share above analysts' consensus forecasts apparently weren't enough to impress investors.

Why Dropbox Stock Fell Friday

Yelp

Trade Desk

J.C. Penney, The Trade Desk, Dropbox, Yelp and PVH Corp are our top stock trades on Friday. Here's how to trade them now.

5 Top Stock Trades for Monday (Aug 12)

Although Dropbox Inc (NASDAQ: DBX) reported mixed results for the second quarter, the stock has catalysts ahead, according to Bank of America Merrill Lynch.

BofA Expects Dropbox To Address Product Issues During September Analyst Day

Dropbox CEO Drew Houston says the cloud storage company still has big growth opportunities for the rest of the year.

Dropbox shares plummet after earnings miss, but CEO still sees growth ahead this year

Others highlighted difficult balance between paid user growth and average revenue per user

Dropbox plunge has analyst railing against the ‘Excel orthodoxy of unguided expectations’

Dropbox, Inc. (DBX) CEO Drew Houston on Q2 2019 Results - Earnings Call Transcript

Dropbox Inc. DBX, +3.37% shares jumped 7% in the extended session Thursday after the file-hosting service reported second-quarter financial results that topped Wall Street estimates.

Dropbox stock rises on Q2 earnings, revenue beat

Dropbox Inc. shares have struggled in recent months along with other software names, but one analyst doesn’t see things getting any easier from here for the file-storage company.

The Ratings Game: Dropbox stock falls after bearish call: ‘Virtually all leading indicators of growth are negative’

Dropbox's (DBX) continuous efforts to strengthen cloud-based and AI technologies coupled with acquisition synergies will favor second-quarter results.

Factors Likely to Impact Dropbox's (DBX) Q2 Earnings

Dropbox (DBX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Analysts Estimate Dropbox (DBX) to Report a Decline in Earnings: What to Look Out for

While investors are right to be cautious about Dropbox, this article will explain reasons why I believe that this is an ideal period to invest in the company.

Dropbox: This Forgotten Unicorn Is Worth Buying At The Current Price

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Vale S.A.

As incredible is it may seem, 2019 is already half over and we are in the third quarter, with all the major indexes hitting record all-time highs.

Merrill Lynch Has 8 Top US Stock Ideas for Q3

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Check out these 3 Zacks buy-ranked cloud stocks to consider for July.

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Cloud stocks have plenty of potential to win over the long haul. Here are five of the best smaller cloud stocks to buy today.

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Conventional wisdom would suggest that you close your data centers and move to the cloud, not the other way around, but in 2016 Dropbox undertook the opposite journey. It (mostly) ended its long-time relationship with AWS and built its own data centers.

Three years after moving off AWS, Dropbox infrastructure continues to evolve

Dropbox Inc. radically revamped its software lineup Tuesday in a bold bid to take on Microsoft Corp.

Dropbox unveils workspace apps to take on Google, Microsoft

Dropbox is launching a new enterprise cloud search tool to make sense of the mess of productivity software and online data businesses use.

Dropbox relaunches as an enterprise productivity workspace

Dropbox introduced a new desktop application Tuesday that brings a new look to the file-sharing service as well as new capabilities, thanks to some changes under the hood.

Dropbox unveils a brand-new design and user experience for its desktop app

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Lyft

Uber

ANGI Homeservices

Upwork Inc

The "gig economy" is again in focus with another flashy IPO on the horizon. This time it's Fiverr, an Israeli-based startup that recently filed to go public under the ticker FVRR and hopes to raise as much as $100 million.

Jeff Reeves's Strength in Numbers: Why Lyft, Uber and other ‘gig economy’ stocks are in trouble now

The data storage specialist is nearly back to last year's IPO price. The stock has gone nowhere, but the year ahead looks more promising.

Is Dropbox a Buy?

DBX stock will continue to perform in a rising stock market, so if I'm already in, I stay in it with trailing stops below to protect my investment.

Earnings Report Sends Dropbox Stock to the Clouds

Salesforce

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NXP Semiconductors

With earnings reporting for the first quarter just about over, and the second quarter of 2019 well underway, many of the top companies we follow on Wall Street are making some changes to the lists of their high-conviction stock picks for clients.

News for Dropbox Stock (DBX)