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

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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.

The file sharing and storage company announced another round of layoffs last week. This is the latest in a series of layoffs that have helped its profitability.

When Will Investors Stop Doubting Dropbox?

Atlassian

Here are two Zacks Computer and Technology sector stocks that could have a nice amount of upside heading into their earnings reports on Thursday, May 4.

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Lyft

Amazon, Alphabet, Meta, Salesforce and Disney have all slashed staff this year, citing cloudy economic forecasts.

2023 Layoff Tracker: Gap, Dropbox And Lyft Make Major Cuts

Dropbox has become the latest company to announce a job cull of 16% of its workforce. The cloud storage provider is laying off around 500 employees in the face of what it sees as “slowing growth” amid the rise of artificial intelligence.

Dropbox to lay off 16% of its workforce in AI push

The artificial intelligence push is among the reasons for job reductions, CEO says.

Dropbox to Cut 16% of Workforce

Cloud storage company, Dropbox (NASDAQ: DBX ), announced plans to reduce its workforce by roughly 16% as part of restructuring efforts. What do you need to know about Dropbox layoffs lately?

Dropbox Layoffs 2023: What to Know About the Latest DBX Job Cuts

Dropbox is laying off 500 employees, or about 16% of its workforce, the company said.

Dropbox to lay off 500 employees, or about 16% of its workforce

Cloud storage giant Dropbox today joined the fray of tech companies announcing layoffs. The company today announced that it would be laying off 16% of its staff, equivalent to about 500 employees, due to slowing growth, and — in the words of CEO Drew Houston — because “the AI era of computing has finally arrived.

Dropbox lays off 500 employees, 16% of staff, CEO says due to slowing growth and ‘the era of AI'

Cloud storage provider Dropbox Inc said on Thursday it would reduce its global workforce by 16% to cut costs amid slowing cloud growth, and instead hire new talent to build its AI offerings.

Dropbox to cut workforce by 16%, hire new talent for AI-powered products

Dropbox Inc. plans to cut 16% of its staff as it deals with slowing growth, the online-storage company announced Thursday. The cuts amount to roughly 500 employees.

Dropbox to cut 16% of staff, citing slowing growth and a need for AI-focused talent

Dropbox Inc. (NASDAQ: DBX) has evolved from a cloud storage provider to a file-sharing, synchronization and workflow collaboration platform. The company also has its own document e-signature protocol.

Can Dropbox Compete in the Collaboration Software Market?

SAN FRANCISCO--(BUSINESS WIRE)--Dropbox, Inc. (NASDAQ: DBX) announced today that it will report financial results for the first quarter ended March 31, 2023 after market close on Thursday, May 4, 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.com.

Dropbox to Announce First Quarter 2023 Earnings Results

Boyd Gaming

General Motors

Cash is king again, and these companies make lots of it.

These Stocks Generate Tons of Cash

Shares of Dropbox have sunk since reporting Q4 results, taking YTD declines to -10%. Dropbox is a rare decliner in a sea of green for tech stocks this year.

Dropbox: Focus On The Cash Flow Story

C3.ai

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Carriage Services

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Green Thumb Industries Inc.

Wish

So far, 2023 has been saturated with high-risk, high-reward assets such as cryptocurrencies, non-fungible tokens, art shares, and penny stocks. Among these assets are ones that are speculative and non-productive.

7 High-Risk, High-Reward Stocks to Buy in March

Dropbox, Inc. (SBX) Presents at The JMP Securities Technology Brokers Conference 2023 (Transcript)

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Quantum Corporation

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The most oversold stocks in the information technology sector presents an opportunity to buy into undervalued companies.

Top 5 Tech Stocks That Are Preparing To Pump In March - Dropbox (NASDAQ:DBX), Cerberus Cyber Sentinel (NASDAQ:CISO)

Investors constantly underestimate how profitable this cloud storage company can be.

Dropbox Stock Is Dropping Again: Here's Why Now Is a Perfect Time to Buy

Bango PLC (AIM:BGO, OTCQX:BGOPF) has added a new partnership with Dropbox, enabling the cloud storage provider to offer its subscription packages through a global network of telecom operators. The AIM-listed company's platform allows companies to launch consumer offers through channels such as telecom carrier billing, digital wallets and subscription bundling.

Bango adds Dropbox to partnerships

Dropbox fell 11% in Friday's trading following the 4Q22 results release. However, after digging into the transcripts and financials, I believe that there is a net-positive takeaway and Dropbox is still executing well.

Dropbox: In Value Territory

Dropbox struggled to sublease space in its massive headquarters after signing a record lease in 2017 and then getting hit with a pandemic and market downturn.

Dropbox hit with $175 million real estate loss for 2022 as San Francisco office space sits empty

Dropbox, Inc. (NASDAQ:DBX ) Q4 2022 Earnings Conference Call February 16, 2023 5:00 PM ET Company Participants Karan Kapoor - Head of Investor Relations Drew Houston - Co Founder and Chief Executive Officer Tim Regan - Chief Financial Officer Conference Call Participants Rishi Jaluria - RBC Capital Markets Michael Funk - Bank of America Steve Enders - Citigroup Joey Marincek - JMP Securities Luv Sodha - Jefferies Operator Good afternoon, ladies and gentlemen. Thank you for joining Dropbox' Fourth Quarter 2022 Earnings Conference Call.

Dropbox, Inc. (DBX) Q4 2022 Earnings Call Transcript

Dropbox (DBX) delivered earnings and revenue surprises of 2.56% and 0.84%, respectively, for the quarter ended December 2022. Do the numbers hold clues to what lies ahead for the stock?

Dropbox (DBX) Q4 Earnings and Revenues Top Estimates

SAN FRANCISCO--(BUSINESS WIRE)--Dropbox, Inc. (NASDAQ: DBX), today announced financial results for its fourth quarter and fiscal year ended December 31, 2022. "2022 was a solid year for Dropbox amidst a challenging macroeconomic environment,” said Dropbox Co-Founder and Chief Executive Officer Drew Houston. "We increased our profitability and free cash flow and continued to use M&A as an engine for growth, welcoming FormSwift to Dropbox.

Dropbox Announces Fourth Quarter and Fiscal 2022 Results

SAN FRANCISCO--( BUSINESS WIRE )--Dropbox, Inc. (NASDAQ: DBX) announced today that it will report financial results for the fourth quarter and fiscal year ended December 31, 2022 after market close on Thursday, February 16, 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.

News for Dropbox Stock (DBX)