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Alex Newan

Wall Street Analyst at Jefferies Financial Group Inc.

Alex Hoa Nguyen is a Wall Street Analyst at Jefferies, primarily covering the General sector with a focus on UK and Swiss listed companies such as Bytes Technology Group (BYIT) and others. He has a strong performance record, with an 80% success rate on stock recommendations and an average return per transaction of 22.7% according to TipRanks. Nguyen's recent analyst activity includes multiple buy and hold recommendations throughout 2024, and he covers eight stocks in total at Jefferies. He holds relevant professional credentials required for analyst roles in major investment banks, with a visible track record of successful equity research and investment analysis.

Alex Newan's questions to DROPBOX (DBX) leadership

Question · Q1 2025

Alex Newan asked about the strategic implications of the recent Promoted AI acquisition and inquired about the nature of planned investments in Dropbox Dash throughout the year, such as sales headcount and channel distribution.

Answer

CEO Drew Houston clarified that Promoted AI is an acqui-hire to bring machine learning talent to the Dash team and that they will not be leveraging the team's prior work in advertising. CFO Tim Regan confirmed that investments in Dash will continue throughout the year, impacting both R&D and Sales & Marketing as they add sellers to support growing momentum.

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