Analysts Offer Insights on Technology Companies: Amtech Systems (NASDAQ: ASYS), Dropbox (NASDAQ: DBX) and Oracle (NYSE: ORCL)Webster to CBO signals a stauncher commitment to scaling Dash, in our view. We believe ramping investment in Dash – which we estimate is materially dilutive to margins and has yet to prove product market fit – could be viewed negatively by value-oriented investors that prefer a capital allocation strategy that maximizes share buybacks and medium-term FCF generation. We don’t expect material ARR growth contribution from Dash in the medium term. Maintain Underperform. Ross Tennenbaum Appointed CFO Dropbox announced the appointment of Ross Tennenbaum as Chief Financial Officer, effective December 16, 2025. Mr. Tennenbaum previously held leadership roles at Avalara (a tax and compliance software company), where he served as and CFO April 2020-April 2024. Notably, he also has experience as a senior software investment banker at Goldman Sachs.