Dropbox Stock News

Dropbox (DBX) is a mature, highly profitable cash compounder trading at just 10x earnings, with expanding margins and aggressive share repurchases. DBX's flat revenues mask strong cost control, margin expansion, and robust free cash flow, as management executes well despite headwinds from FormSwift. The company is investing in Dash and self-serve business, with early signs of stabilization and ...

Dropbox, Inc. ( DBX ) Q3 2025 Earnings Call November 6, 2025 5:00 PM EST Company Participants Peter Stabler - Vice President of Investor Relations Andrew Houston - Co-Founder, Interim President, CEO & Chairman Timothy Regan - Chief Financial Officer Conference Call Participants Palak Chandak Rishi Jaluria - RBC Capital Markets, Research Division Matthew Bullock - BofA Securities, Research Divis...

SAN FRANCISCO--(BUSINESS WIRE)--Dropbox, Inc. (NASDAQ: DBX), today announced financial results for its third quarter ended September 30, 2025. "We delivered a strong Q3, exceeding our revenue guidance and expanding operating margins as we continue to drive efficiency across the business," said Drew Houston, Dropbox Co-Founder and Chief Executive Officer. "We just launched the self-serve version...

SAN FRANCISCO--(BUSINESS WIRE)--Dropbox, Inc. (NASDAQ: DBX) announced today that it will report financial results for the third quarter ended September 30, 2025 after market close on Thursday, November 6, 2025. The company will also hold a conference call on the same day at 2:00 PM PT / 5:00 PM ET to discuss its financial results with the investment community. A live webcast and replay of the c...

These moves not only signal confidence from management, but also give these firms substantial ability to lower their outstanding share counts over time. Doing so provides a tailwind to key metrics like earnings per share (EPS), which often correlates with rising share prices.

SAN FRANCISCO--(BUSINESS WIRE)--Dropbox, Inc. (“Dropbox” or the “Company”) (Nasdaq: DBX), today announced an amendment to its existing Credit and Guaranty Agreement providing the Company with up to an additional $700 million in delayed draw secured term loans. The amended facility was led and substantially provided by Blackstone Credit & Insurance, who served as lead arranger and lead structuri...

I maintain my sell rating on Dropbox as revenue, paying users, and ARPU all continue to decline, signaling structural weakness. Margin expansion is driven by cost cuts, not growth, while headline EPS growth is fueled by aggressive share buybacks rather than improved fundamentals. Management's focus on profitability, de-prioritization of FormSwift, and cheaper plans are accelerating the core bus...

Dropbox consistently beats earnings estimates and boasts strong margins, trading at a significant discount to sector P/E ratios. Despite operational success, Dropbox faces intense competition from giants like Google, threatening its niche and future growth prospects. The company's high debt load and negative equity present significant financial risks, limiting flexibility and shareholder returns.