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

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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 (DBX) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

Dropbox, Inc. (DBX) Soars to 52-Week High, Time to Cash Out?

Alphabet

Shopify

As someone who works remotely and creates a significant amount of content using Google Drive, I'm reminded daily about the importance of the cloud, cloud storage, and cloud storage stocks.  After my first sentence, you would think that Alphabet (NASDAQ: GOOGL , NASDAQ: GOOG ) would be at the top of any list I assemble regarding the best cloud storage stocks to buy.

3 Compelling Cloud Storage Stocks to Send Your Portfolio Higher

Dropbox's (DBX) prospects are strong, driven by an expanding AI-powered portfolio and solid partner base that includes the likes of NVIDIA.

Here is Why Dropbox (DBX) is a Must-Buy Stock Right Now

NVIDIA

Dropbox Inc (NASDAQ: DBX) is in focus today after Nvidia Corp (NASDAQ: NVDA) said it had partnered with the file hosting service. Dropbox customers to benefit from AI tools On Friday, the California-based company said it had partnered with Nvidia to bring AI tools aimed at improving productivity to millions of its customers.

Nvidia just partnered with Dropbox on AI tools: find out more

Dropbox Inc (NYSE:DBX) and Nvidia Corporation (NASDAQ:NVDA) announced a partnership Friday intended to give Dropbox users enhanced productivity tools fueled by artificial intelligence.  The file-hosting company plans to utilize Nvidia's AI foundation models, enterprise software and accelerated computing, according to a statement.

Dropbox parterns with Nvidia to deliver generative AI-powered tools to users

SAN FRANCISCO--(BUSINESS WIRE)--Today, Dropbox, Inc. (NASDAQ:DBX) and NVIDIA (NASDAQ: NVDA) announced a collaboration to supercharge knowledge work and improve productivity for millions of Dropbox customers through the power of AI. The companies' collaboration will expand Dropbox's extensive AI functionality with new uses for personalized generative AI to improve search accuracy, provide better organization, and simplify workflows for its customers across their cloud content. Dropbox plans to l.

Dropbox and NVIDIA Team to Bring Personalized Generative AI to Millions of Customers

OAKLAND, Calif.--(BUSINESS WIRE)--Fivetran today announced that its data movement platform has been selected by Dropbox, Inc. (NASDAQ: DBX) to enable its marketing and customer experience teams to make faster, data-driven decisions. Fivetran is providing its platform to enable Dropbox to reduce data ingestion and reporting time from several weeks to 30 minutes, improving efficiency and helping the company uncover insights more quickly. Previously, Dropbox built its own custom data connectors wi.

Fivetran Helps Dropbox Discover Business Insights

DBX stock was up in after-hours trading following Dropbox's third-quarter report, which topped views for earnings and revenue.

Dropbox Earnings Top Estimates As Company Readies AI Push

Dropbox Inc (NYSE:DBX), the cloud storage service provider, reported third quarter sales and profits that grew year-over-year and were ahead of Wall Street estimates. Its revenue grew 7.1% from the same period last year to $633 million, above estimates of $627.7 million.

Dropbox 3Q earnings top estimates as paid users grow

Dropbox, Inc. (NASDAQ:DBX ) Q3 2023 Earnings Call Transcript November 2, 2023 5:00 PM ET Company Participants Karan Kapoor - Head of Investor Relations Tim Regan - Chief Financial Officer Conference Call Participants Matt Bullock - Bank of America Sonak Kolar - JPMorgan Steve Enders - Citi Richard Poland - RBC Capital Markets Eylon Liani - Jefferies Pat Walravens - JMP Securities Operator Good afternoon, ladies and gentlemen, thank you for joining Dropbox's Third Quarter 2023 Earnings Conference Call. All participants will be in a listen-only mode.

Dropbox, Inc. (DBX) Q3 2023 Earnings Call Transcript

SAN FRANCISCO--(BUSINESS WIRE)--Dropbox, Inc. (NASDAQ: DBX), today announced financial results for its third quarter ended September 30, 2023. “In Q3, we delivered a solid quarter, beating our revenue guidance and driving better than expected profitability,” said Dropbox Co-Founder and Chief Executive Officer Drew Houston. “We also released Dropbox Dash into open beta, redesigned the core Dropbox web experience, and introduced new business plans that seamlessly integrate workflow solutions beyo.

Dropbox Announces Fiscal 2023 Third Quarter Results

Dropbox Inc (NASDAQ:DBX) is down 3.7% at $26.30 at last check, as the tech sector struggles on the heels of Alphabet's (GOOGL) cloud revenue miss.

Pullback Could Bode Well for Dropbox Stock

Dropbox will pay $79 million to give up 165,000 square feet of office space at its San Francisco HQ. The company switched to remote working during the pandemic and workers now follow a '90/10' routine.

Dropbox plans to pay $79 million to shrink its huge SF office, after CEO says the RTO push will fail

San Francisco is seeing its highest office vacancy rate since at least 2007 as Dropbox and other companies allow employees to work from home

Dropbox handing over 25% of San Francisco HQ back to landlord as commercial real estate softens

Dropbox joins partner Alphabet on the list of new buys by top funds as DBX stock sets up in stormy market.

Cloud Stock Floats Near Buy Point In Stormy Market

SAN FRANCISCO--(BUSINESS WIRE)--Dropbox Co-Founder Leads Clockwork's Community Investment Round with $5.6M+ Raised, Inviting the Public to Invest Alongside Renowned Investors.

Dropbox Co-Founder Leads Clockwork's Community Investment Round with Over $5,600,000 Raised, Inviting the Public to Invest Alongside Renowned Investors

SAN FRANCISCO--(BUSINESS WIRE)--Dropbox, Inc. (NASDAQ: DBX) announced today that it will report financial results for the third quarter ended September 30, 2023 after market close on Thursday, November 2, 2023. 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.

Dropbox to Announce Third Quarter 2023 Earnings Results

SAN FRANCISCO--(BUSINESS WIRE)--Today at its Work in Progress user conference, Dropbox (NASDAQ: DBX) announced enhancements to its latest category of AI-powered products, Dropbox AI and Dropbox Dash, a redesigned web experience, an all-in-one video tool called Dropbox Studio, and three new workflow plans, along with the first investment partners of Dropbox Ventures. Over the last few years, knowledge work has radically transformed, and the pandemic lockdown ushered in a new era of hybrid, distr.

Dropbox is Powering the Next Generation of Knowledge Work

NextEra Energy

PayPal

Zillow

There are great deals in any market -- and right now the market has sold off some great companies with solid cash flows and very sticky businesses. Higher interest rates will also put pressure on businesses, but three of these stocks have no net debt and are buying back shares.

4 Top Stocks to Buy in October

Dropbox has evolved into a mature business with a focus on strong free cash flows. Founder Andrew Houston's significant voting power suggests it's unlikely to be acquired. With growing paying user numbers and a healthy balance of cash and convertible debt, Dropbox has the potential to increase its share buyback program in the near future.

Dropbox: A Mature Business With Strong Free Cash Flows

General Motors

MariaDB PLC shares MRDB, -1.36% jumped 9% in premarket trading on Monday after venture capital group Runa Capital said Friday it had offered to buy the system software group for 56 cents a share in cash, representing a premium of around 24% based on the Sept. 13 closing price for MariaDB shares.

PayPal and Dropbox stocks fall after downgrades, GM shares inch higher, and more stocks on the move

Dropbox's freemium model and AI investments aim to convert its 700 million users into paying customers. Work-from-home trend likely to boost demand for Dropbox's services. 80% of paid users adopt Dropbox for business purposes, making Dropbox resilient in a recessionary environment.

Dropbox Set For High Teens Returns Through AI, Remote Work, And Share Buybacks

Founders use strategic pitch decks to break through to investors amid increased pitch deck review times and prolonged due diligence periods SAN FRANCISCO , Aug. 24, 2023 /PRNewswire/ -- DocSend , a secure document sharing platform and Dropbox (NASDAQ: DBX) company, released new data pointing to heightened risk aversion in pre-seed investing, with venture capital (VC) investors shifting priorities to long-term profitability over rapid growth. While investors are quick to say "no" to pre-seed deals, spending 11% less time reviewing decks year-over-year (YoY), the report shows how successful founding teams can create shorter, narrative-first pitch decks that prove product opportunity and market preparedness.

From Growth-At-All-Costs to Cost of Missing Out: DocSend Pre-Seed Report Shows Investor Shift to Long-Term Profitability and Risk Aversion

Dropbox delivered yet another quarter of sales growth and improved profitability. The Dropbox platform is only getting stickier for users.

Dropbox Just Reported Q2 Earnings. Here's What Investors Need to Know.

Dropbox had a strong showing in Q2, with a 6% post-earnings pop that cheered better-than-expected revenue. The company continues to roll out new features, including those powered by AI to intelligently search and organize customers' content. Dropbox's FCF and operating margins in the ~30% are nearly unparalleled in the software industry.

News for Dropbox Stock (DBX)