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Dropbox, Inc. (DBX) is a technology company that operates a subscription-based business model focused on cloud storage and collaboration services. The company provides tools and features that help individuals and organizations store, share, and collaborate on files seamlessly. Dropbox's offerings are designed to enhance productivity and encourage users to upgrade to premium plans through additional features and in-product prompts.
- Cloud Storage Services - Offers secure and scalable storage solutions for individuals and businesses to store and access files from anywhere.
- Collaboration Tools - Provides features that enable teams to work together efficiently, including file sharing, real-time editing, and task management functionalities.
- Enterprise Licenses - Delivers large-scale seat licenses for organizations, allowing widespread adoption of Dropbox services across departments and teams.
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Andrew W. Houston ExecutiveBoard | CEO, Co-Founder, Chair | Board Member at Meta Platforms, Inc. | Co-founded Dropbox in 2007; has served as CEO since inception; instrumental in building Dropbox into a global technology company. | View Report → |
Bart E. Volkmer Executive | Chief Legal Officer | None | Joined Dropbox in August 2011; previously Head of Litigation & Regulatory and General Counsel; oversees legal and regulatory matters. | |
Eric Cox Executive | Chief Customer Officer | None | Joined Dropbox in December 2023; oversees go-to-market teams, including sales, marketing, and customer success; previously held leadership roles at Vimeo and Adobe. | |
Timothy Regan Executive | Chief Financial Officer | None | Joined Dropbox in December 2016 as Chief Accounting Officer; promoted to CFO in September 2020; oversees financial strategy and operations. | |
Abhay Parasnis Board | Board Member | CEO of Typeface Inc.; Board Member at Schneider Electric SE | Former CTO and Chief Product Officer at Adobe; joined Dropbox's board in March 2022; recognized for his technical and operational expertise. | |
Andrew Moore, Ph.D. Board | Board Member | Founder & CEO of Lovelace AI; Advisor to U.S. Central Command | AI and machine learning expert; former VP at Google Cloud AI; joined Dropbox's board in December 2023; also a former Dean of Carnegie Mellon University School of Computer Science. | |
Donald W. Blair Board | Board Member | Board Member at Corning Incorporated | Former EVP and CFO of NIKE, Inc.; joined Dropbox's board in December 2017; brings extensive financial expertise and governance experience. | |
Karen Peacock Board | Board Member | None | Former CEO of Intercom; joined Dropbox's board in August 2019; brings extensive experience in business and operational leadership. | |
Lisa Campbell Board | Board Member | Chief Marketing Officer and Partner at OneTrust | Former CMO at Autodesk; joined Dropbox's board in August 2019; brings expertise in marketing strategy and business leadership. | |
Sara Mathew Board | Board Member | Board Member at Carnival Corporation, State Street Corporation, Freddie Mac | Former CEO and Chair of Dun & Bradstreet; joined Dropbox's board in July 2021; recognized for her financial, strategic, and operational expertise. | |
Warren Jenson Board | Board Member | Board Member at DigitalOcean, Ripple, and Jobcase; Advisor at BYU and USC | Former CFO of Nielsen and President of LiveRamp; joined Dropbox's board in January 2025; brings financial and operational expertise. |
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Given that your core FSS business is mature and facing headwinds, with ongoing challenges in team expansion and downsell trends, what specific steps are you taking to reinvigorate growth in this segment, and how confident are you that these actions will yield measurable results in the near term?
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You've made a significant bet on Dash as your next growth driver in a highly competitive space with well-funded players; what gives you confidence that Dash will gain significant market share, and what contingency plans do you have if adoption doesn't meet expectations?
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With the reduction in force targeting R&D and sales and marketing teams supporting your mature FSS business, and acknowledging that this may create a modest headwind to revenue growth, could this strategy risk further erosion of your core business before Dash can fully compensate?
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You mentioned exploring strategic options for FormSwift, including a potential sale, after acquiring it to expand your document workflow capabilities; what led to this reassessment, and what does this imply about your acquisition strategy and capital allocation priorities?
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Your 2025 outlook suggests roughly flat or slightly negative constant currency revenue growth, partly due to the time it will take for Dash to impact revenue; how do you plan to address investor concerns about growth stagnation, and what key milestones should we watch to assess the success of your strategic shift?
| Customer | Relationship | Segment | Details |
|---|---|---|---|
Distribution Partner A | Distribution Partner | All | Accounts receivable were 11% of total trade and other receivables, net as of December 31, 2024 , and 11% as of December 31, 2023. |
Distribution Partner B | Distribution Partner | All | Accounts receivable were 48% of total trade and other receivables, net as of December 31, 2024 , and 43% as of December 31, 2023. |
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Reclaim.ai Inc. | 2024 | Completed on July 26, 2024, Dropbox acquired Reclaim.ai for $40.2 million in cash; the AI-powered calendar application is intended to improve user productivity and work-life balance, contributing approximately 23,000 paying users and recording $30.6 million of goodwill and $13.4 million of intangible assets. |
DocSend | 2021 | Completed on March 22, 2021, Dropbox acquired DocSend for a total consideration of $131.7 million (plus an additional $30.7 million in future cash payments) to expand its secure document sharing, analytics, and end-to-end document workflow solutions, thereby complementing its existing offerings such as HelloSign. |
Command E | 2021 | In a small tuck-in deal closed in Q4 2021, Dropbox acquired Command E—a universal search and productivity tool—to help consolidate digital content and workflows into one organized platform, enhancing user productivity while aligning with Dropbox’s design and open ecosystem philosophy. |
No recent press releases or 8-K filings found for DBX.