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 is a pioneering B2C cloud company with over 18 million paying users and a focus on currently providing comprehensive solutions for individuals and businesses. The company demonstrates robust profitability and has a strong potential for revenue growth and cost control. DBX's intrinsic value is significantly higher than its current stock price, making it an attractive investment opportunity.

Dropbox: Land-And-Expand Masterclass

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Dropbox's (DBX) first-quarter 2024 results benefit from an increase in average revenue per paying user.

Dropbox (DBX) Q1 Earnings Beat Estimates, Revenues Up Y/Y

Dropbox Inc (NYSE:DBX), a cloud storage and e-signature company, reported solid financial results for the first quarter, sending its shares higher in early trade on Friday. The company said its earnings per share increased from $0.58 to $0.42, above the expected $0.50.

DropBox delivers better-than-expected profitability for Q1

Dropbox, Inc. (NASDAQ:DBX ) Q1 2024 Earnings Conference Call May 9, 2024 5:00 PM ET Company Participants Peter Stabler - IR Andrew Houston - Co-Founder, Interim President, CEO & Chairman Timothy Regan - CFO Conference Call Participants Steven Enders - Citigroup Matthew Bullock - Bank of America Merrill Lynch Richard Hilliker - UBS Sonak Kolar - JPMorgan Chase & Co. Patrick Walravens - JMP Securities Luv Sodha - Jefferies Operator Good day, and thank you for standing by. Welcome to the Q1 2024 Dropboxs' Earnings Conference Call.

Dropbox, Inc. (DBX) Q1 2024 Earnings Call Transcript

After taking a big hit during its last round of earnings, shares of Dropbox Inc. rose on Thursday after the online-storage platform reported first-quarter results that topped Wall Street's estimates.

Dropbox's results get a break from investors after big sell-off in February

SAN FRANCISCO--(BUSINESS WIRE)--Dropbox, Inc. (NASDAQ: DBX), today announced financial results for its first quarter ended March 31, 2024. “In Q1, our core business delivered in-line revenue and better than anticipated profitability,” said Dropbox Co-Founder and Chief Executive Officer Drew Houston. “We recently announced a collection of product updates designed to make it even easier for our users to secure, organize and share their content across different devices, locations and platforms. Lo.

Dropbox Announces Fiscal 2024 First Quarter Results

Dropbox has nearly reached its $1 billion free cash flow target for 2024, demonstrating its resilience and future prospects. The company's consistent recurring revenue and robust cash flow generation make it a great candidate for a private equity style take-out. Dropbox's strength lies in its impressive user retention and "stickiness" factor, giving it an edge over competitors.

Dropbox: Attractive Forward Returns With Upside

The consensus price target hints at a 28.2% upside potential for Dropbox (DBX). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Wall Street Analysts Think Dropbox (DBX) Could Surge 28.18%: Read This Before Placing a Bet

Dropbox Inc. DBX, +1.42% said on Wednesday a cybersecurity incident “has not had, and we do not believe it is reasonably likely to have” a material impact on overall operations. The cloud-storage company earlier reported unauthorized access to data such as email, user names, phone numbers and hashed passwords.

Dropbox says cybersecurity incident is unlikely to have a material impact on operations

SAN FRANCISCO--(BUSINESS WIRE)--Today, Dropbox, Inc. (NASDAQ: DBX) announced new security, organization, and sharing features to give teams the control, flexibility, and speed to get work done from anywhere. In the modern workplace, teams are spread across locations, time zones, and even different companies, so having tools that make teamwork effortless has never been more important. Using the lessons learned from Virtual First—the Dropbox playbook for distributed work—these tools are designed.

Dropbox 2024 Spring Release: Introducing Seamless End-to-end Encryption, Microsoft Co-Authoring, New Dropbox Replay Features, and More

SAN FRANCISCO--(BUSINESS WIRE)--Dropbox, Inc. (NASDAQ: DBX) announced today that it will report financial results for the first quarter ended March 31, 2024 after market close on Thursday, May 9, 2024. 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. A live webcast and replay of the conference call can be accessed from the Dropbox investor relations website at http://investors.dropbox.com. Abo.

Dropbox to Announce First Quarter 2024 Earnings Results

Investors and founders are busier, showing significant quarterly and yearly growth in future dealmaking metrics SAN FRANCISCO, April 11, 2024 /PRNewswire/ --  DocSend , a secure document sharing platform and Dropbox (NASDAQ: DBX) company, today released a data analysis showing that investor pitch deck engagement was higher for most of Q1 than all six previous years tracked — including record-breaking 2021 — according to its Pitch Deck Interest (PDI) metrics. Investor activity hit a weekly Q1 record high, spiking by 21.7% in early March.

Investor Activity Surpasses 2021 Engagement Levels, Hits Q1 Record High According to DocSend 2024 Data

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NEW YORK--(BUSINESS WIRE)--Half Moon Capital, LLC is releasing its open letter to the Board of Directors of Dropbox (Nasdaq:DBX) and seeks to engage constructively on corrective course. February 28, 2024 Members of the Board, Half Moon Capital, LLC, is a long-term investor in Dropbox, Inc. (“Dropbox” or the “Company”). We have engaged in meaningful discussions with the Company since initiating our investment in June 2022. As paying users of the recently “deemphasized” Family Plan, and sharehold.

Half Moon Capital, LLC Issues Letter to Board of Dropbox Urging Course Correction

When does a falling knife become just too tempting not to try and catch? With the broader equity market surging to record highs on the back of a risk-on sentiment that keeps getting stronger, there are only a handful of stocks out there that are plummeting right now.

Dropbox's stock is a falling knife worth catching

Dropbox beat expectations for the fourth quarter of 2023, but guidance for 2024 was weak. Investors should be looking at whether Dropbox has become a good value stock in software.

Why Shares of Dropbox Plunged 23.1% After Earnings

Dropbox's (DBX) fourth-quarter 2023 results benefit from an increase in average revenue per paying user.

Dropbox (DBX) Q4 Earnings Beat Estimates, Revenues Up Y/Y

Analysts reduce their ratings on Dropbox after the company issues disappointing revenue guidance.

Dropbox Stock Falls Sharply as Analysts Question Its Growth

Dropbox, Inc. (DBX) Q4 2023 Earnings Call Transcript

Dropbox (DBX) came out with quarterly earnings of $0.50 per share, beating the Zacks Consensus Estimate of $0.48 per share. This compares to earnings of $0.40 per share a year ago.

Dropbox (DBX) Tops Q4 Earnings and Revenue Estimates

Dropbox stock dipped lower late Thursday, despite the cloud-based file sharing company reporting better-than-expected Q4 earnings and sales.

Dropbox Sales, Earnings Top Expectations But Shares Dip Lower

SAN FRANCISCO--(BUSINESS WIRE)--Dropbox, Inc. (NASDAQ: DBX), today announced financial results for its fourth quarter and fiscal year ended December 31, 2023. “I'm encouraged by the progress we made in 2023 despite facing headwinds in Q4,” said Dropbox Co-Founder and Chief Executive Officer Drew Houston. “We improved the overall profitability of the core business, while investing in growth initiatives with new AI-powered product experiences like Dash. Looking ahead, we'll continue to focus on d.

Dropbox Announces Fourth Quarter and Fiscal 2023 Results

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News for Dropbox Stock (DBX)