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 sell (1 buy, 3 hold, 3 sell out of 7) with an average price target of $33.50.
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…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.48% |
| LSV Asset Management | 5.30% |
| Vanguard Portfolio Management, LLC | 4.87% |
| Arrowstreet Capital Limited Partnership | 3.61% |
| Renaissance Technologies Corp | 3.32% |
| Vanguard Capital Management, LLC | 3.01% |
| Acadian Asset Management LLC | 2.79% |
| Morgan Stanley - Brokerage Accounts | 2.54% |
| Document | Date |
|---|---|
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was $637.3 million, up 0.5% year-over-year; excluding FormSwift, revenue grew 1.0%. • Total ARR was $2.555 billio | 2026-11-05 |
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • Dropbox agreed to acquire all outstanding equity of Tigris Data Inc. for approximately $350 million in cash, subject to customary | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Dropbox expects third-quarter 2026 results to be in line with or above its previously issued guidance for revenue, constant-curren | 2026-10-28 |
| 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 |
Readable in the app.
| Announcement | Date |
|---|---|
| Agreement to acquire Tigris Data Inc. for approximately $350 million Dropbox announced an agreement to acquire Tigris Data, a globally distributed object-storage platform designed for AI workloads, for approximately $350 million in cash, subject to customary | 2026-11-05 |
| Preliminary results expected in line with or above prior guidance ranges Dropbox said its preliminary third-quarter 2026 results are expected to be at or above previously issued guidance for revenue, constant-currency revenue, and non-GAAP operating margin. Final | 2026-10-28 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.