Earnings summaries and quarterly performance for DROPBOX.
Executive leadership at DROPBOX.
Board of directors at DROPBOX.
Research analysts who have asked questions during DROPBOX earnings calls.
Rishi Jaluria
RBC Capital Markets
3 questions for DBX
Also covers: AKAM, BOX, COUR +19 more
Matthew Bullock
Bank of America
2 questions for DBX
Also covers: ALRM, IOT
Patrick Walravens
Citizens JMP
2 questions for DBX
Also covers: AI, ALKT, ASAN +26 more
Steven Enders
Citigroup Inc.
2 questions for DBX
Also covers: APPN, ASAN, BL +14 more
Alex Newan
Jefferies
1 question for DBX
Alex Nguyen
Jefferies Financial Group Inc.
1 question for DBX
Also covers: TEAM
Gilly Nevavlich
Goldman Sachs
1 question for DBX
Jaiden Patel
JPMorgan Chase & Co.
1 question for DBX
Also covers: BL, PD
Josephina Rugeri
JPMorgan Chase & Co.
1 question for DBX
Luv Sodha
Jefferies
1 question for DBX
Also covers: PCOR, ZUO
Matt Bullock
Bank of America Merrill Lynch
1 question for DBX
Also covers: ALRM, ASAN, BOX +4 more
Palak Chandak
Citigroup
1 question for DBX
Sonak Kolar
JPMorgan Chase & Co.
1 question for DBX
Also covers: DOCU, OS, ZM
Recent press releases and 8-K filings for DBX.
Dropbox Reports Q3 2025 Results, Raises Full-Year Guidance, and Launches Dash Self-Serve
DBX
Earnings
Guidance Update
Product Launch
- Dropbox reported Q3 2025 revenue of $634 million, a 0.7% year-over-year decline, while achieving a non-GAAP operating margin of 41.1% and diluted EPS of $0.74, a 23% increase year-over-year.
- The company raised its full-year 2025 revenue guidance to $2.511-$2.514 billion and its non-GAAP operating margin outlook to approximately 40%, with unlevered free cash flow expected to be at or above $1 billion.
- Dropbox launched the self-serve version of Dash in the US at $19 per user per month and began rolling out native Dash integration within the Dropbox app, showing strong early engagement with 60% of managed Dash weekly active users.
- In Q3, Dropbox repurchased approximately 14 million shares for $390 million and authorized a new $1.5 billion share repurchase program.
Nov 6, 2025, 10:00 PM
Dropbox Announces Fiscal 2025 Third Quarter Results
DBX
Earnings
Guidance Update
Product Launch
- Dropbox reported Q3 2025 revenue of $634.4 million, a 0.7% decrease year-over-year.
- The company achieved a GAAP operating margin of 27.5% and a Non-GAAP operating margin of 41.1%, reflecting expanded margins.
- Net cash provided by operating activities was $302.1 million and Free Cash Flow reached $293.7 million for the quarter ended September 30, 2025.
- GAAP diluted net income per share was $0.47 and Non-GAAP diluted net income per share was $0.74.
- Dropbox launched the self-serve version of Dash, an AI assistant and search engine, which has received positive early customer response.
Nov 6, 2025, 9:06 PM
Dropbox Announces Fiscal 2025 Third Quarter Results
DBX
Earnings
Product Launch
Demand Weakening
- Dropbox reported revenue of $634.4 million for the third quarter ended September 30, 2025, representing a 0.7% decrease year-over-year.
- The company achieved a GAAP operating margin of 27.5% and a Non-GAAP operating margin of 41.1% for the quarter.
- GAAP net income was $123.8 million and Non-GAAP net income was $196.7 million.
- GAAP diluted net income per share was $0.47, while Non-GAAP diluted net income per share was $0.74.
- Net cash provided by operating activities totaled $302.1 million, and free cash flow was $293.7 million.
Nov 6, 2025, 9:04 PM
Fingerprint Reports Record Q2 Results and Forms Customer Advisory Board
DBX
Earnings
Product Launch
New Projects/Investments
- Fingerprint achieved its largest quarter in ARR for Q2, marking its strongest quarter to date, driven by accelerating adoption among Fortune 500 companies.
- The company launched a Customer Advisory Board with executives from companies including Dropbox, North, Vesta, and Condé Nast, to provide strategic guidance and shape its product roadmap against evolving fraud threats.
- Recent growth was significantly driven by the release of advanced Smart Signals, including Bot Detection, Virtual Machine Detection, and Residential Proxy Detection, developed in response to customer feedback on AI-enabled fraud tactics.
- Fingerprint is investing in next-generation detection tools to secure AI agent interactions, anticipating the global AI agent market to grow from $5 billion in 2024 to $50 billion by 2030.
Aug 19, 2025, 11:00 AM
Dropbox Reports Q2 2025 Financial Results and Provides FY 2025 Guidance
DBX
Earnings
Guidance Update
Share Buyback
- Dropbox reported Q2 2025 revenue of $625.7 million and Non-GAAP diluted EPS of $0.71. The company achieved a Non-GAAP operating margin of 41.5% in Q2 2025.
- As of June 30, 2025, Dropbox had 18.13 million paying users with an Average Revenue Per User (ARPU) of $138.32.
- Free Cash Flow for Q2 2025 was $258.5 million , contributing to a Trailing Twelve Months (TTM) Free Cash Flow of $893 million. Total available liquidity as of Q2 2025 was $1.955 billion.
- In Q2 2025, the company repurchased approximately 14 million shares for ~$400 million. For fiscal year 2025, Dropbox expects GAAP revenue between $2.490 billion and $2.500 billion and unlevered free cash flow at or above $970 million.
Aug 7, 2025, 9:00 PM
Dropbox Q1 2025 Earnings, Guidance & Product Update
DBX
Earnings
Guidance Update
Share Buyback
Product Launch
- For Q1 2025, Dropbox reported revenue of $624.7M (a 1.0% YoY decline and 0.6% constant currency decline), a GAAP operating margin of 29.4%, a non-GAAP margin of 41.7%, operating income of $260.5M, and net income of $150.3M.
- Guidance & Capital Deployment: Q2 2025 GAAP revenue is projected at $616M–$619M, supported by robust liquidity of $2.2B and a repurchase of approximately 18M shares for ~$500M.
- User Base Strength: Dropbox continues to lead in cloud collaboration with 700M+ registered users and 18.16M paying users.
- Product Innovation: Progress on the Dash product was highlighted with new Spring launch features, enhancing user experience and operational efficiency.
May 8, 2025, 9:00 PM
Quarterly earnings call transcripts for DROPBOX.
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