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    Nick [Analyst] • Wells Fargo Securities

    Nick [Analyst]'s questions to Dropbox Inc (DBX) leadership

    Nick [Analyst]'s questions to Dropbox Inc (DBX) leadership • Q2 2025

    Question

    An analyst from Citizens asked if changes to third-party API access, such as those by Slack, have impacted Dropbox Dash and how the company is navigating this environment.

    Answer

    Co-Founder & CEO Drew Houston acknowledged that Dropbox has had to adapt to Slack's API changes but emphasized that they still have access and a good partnership. He stated that while some technical aspects might be more onerous, a complete cutoff is unlikely as it would be customer-hostile. He added that Dropbox's ability to integrate deeply and leverage technical measures could become a competitive advantage for Dash.

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    Nick [Analyst]'s questions to Voya Financial Inc (VOYA) leadership

    Nick [Analyst]'s questions to Voya Financial Inc (VOYA) leadership • Q3 2024

    Question

    An analyst named Nick from Wells Fargo asked if the elevated Stop Loss claims were concentrated in specific states or regions or if the issue was broad-based.

    Answer

    Executive Rob Grubka explained that while there are elements of regional and industry concentration within the underperforming third of the book, the underwriting actions are being taken on a targeted, case-by-case basis. Executive Michael Katz reinforced this, stating that having the claims data now allows underwriters to price each individual case effectively for 2025.

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