US · Technology · Software - Infrastructure
EPS came in at 0.42 against a street estimate of 0.48 — a miss of 12.5%.
Analysts rate Dropbox Inc a hold (1 buy, 8 hold, 3 sell out of 12) with an average price target of $32.60.
CONFIDENT Dropbox returned to sustainable growth with 96K net new paying users (3Q streak), 1.7% ARR growth ex-FormSwift, and beat margin guidance at 39.7%. CEO transition to Ashraf Alkarmi underway. AI rollout (Dash embedded natively) targets higher monetization in Phase 3. Q2 2026 Not discussed on call. Analysts probed durability of growth, AI partnership upside, and gross margin floor. Management stressed Phase 2 (proving durability) ongoing; Phase 3 (higher monetization) not yet in guidance but early validation happening. Emphasized measured execution and no over-investment without customer validation. 2026-08-06…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 9.58% |
| Vanguard Portfolio Management, LLC | 5.62% |
| LSV Asset Management | 5.30% |
| Arrowstreet Capital Limited Partnership | 3.92% |
| Renaissance Technologies Corp | 3.55% |
| Vanguard Capital Management, LLC | 3.22% |
| Morgan Stanley - Brokerage Accounts | 2.88% |
| State Street Corp | 2.65% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 DROPBOX, INC. - FORM 10-Q SUMMARY Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Revenue: $631.5M (Q2 2026) vs $625.7M (Q2 2025); six-month rev | 2026-08-07 |
| Results announced · Q3 2026 DROPBOX Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total revenue: $631.5 million, up 0.9% year-over-year; excluding FormSwift acquisition wind-down | 2026-08-06 |
| Material agreement · Q2 2026 DROPBOX, INC. – FORM 8-K SUMMARY (JUNE 1, 2026) HEADLINE NUMBERS • New revolving credit facility: $400 million in borrowing capacity • Facility can | 2026-06-01 |
| Shareholder vote results · Q2 2026 DROPBOX, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting Date: May 21, 2026 • Total Votes Cast (Director Election): Approximately 892 mill | 2026-05-26 |
| Board / officer change · Q2 2026 DROPBOX, INC. — FORM 8-K SUMMARY (May 21, 2026) BUSINESS & SEGMENT HIGHLIGHTS • Ashraf Alkarmi appointed as Co-Chief Executive Officer effective May | 2026-05-26 |
| Quarterly report · Q1 2026 DROPBOX, INC. - Q1 2026 FORM 10-Q SUMMARY HEADLINE NUMBERS • Revenue Q1 2026: $629.5 million vs. Q1 2025: $624.7 million (0.8% increase) • Net incom | 2026-05-08 |
| Proxy statement · Q2 2026 DROPBOX, INC. PROXY STATEMENT SUMMARY CEO TOTAL COMPENSATION & CHANGE • Andrew W. Houston (CEO, Co-Founder, Chair): Total compensation figure not ex | 2026-04-07 |
| Annual report FY2025 DROPBOX, INC. — 2025 ANNUAL REPORT SUMMARY HEADLINE NUMBERS • Paying Users: 18.08 million as of December 31, 2025 • Market Capitalization (mid-year | 2026-02-20 |
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Google PlayApp StoreData updated 2026-09-18.