Alex Newan's questions to Dropbox Inc (DBX) leadership • Q1 2025
Question
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.