Education
About Us
Working with TipRanks
Follow Us
Dropbox Inc (DBX)
NASDAQ:DBX
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.63Last Year’s EPS
0.6Same Quarter Last Year
Based on 6 Analysts Ratings
---
Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: 0.00%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Neutral
The earnings call showcased Dropbox's strategic advancements and operational efficiency, particularly with the launch and improvements in Dash. Despite a decline in revenue and paying users, Dropbox demonstrated strong operating margin performance and share repurchase activities. Challenges remain with FormSwift and competitive pressures in the market.Company Guidance
During the Dropbox First Quarter 2025 Earnings Conference Call, the company provided detailed guidance for both the second quarter and the full fiscal year. For Q2 2025, Dropbox expects revenue to range between $616 million and $619 million, with FormSwift projected to be a 150 basis point headwind. Non-GAAP operating margin is anticipated to be around 37.5%, and diluted weighted average shares outstanding are expected to be between 279 million and 284 million shares. For the entire fiscal year, Dropbox raised its revenue guidance by $10 million to a range of $2.475 billion to $2.490 billion, maintaining constant currency revenue guidance at $2.483 to $2.498 billion. They anticipate FormSwift to consistently present a 150 basis point revenue headwind throughout the year, while gross margin outlook remains unchanged. Non-GAAP operating margin guidance has been increased by 50 basis points to a range of 38% to 38.5%, and unlevered free cash flow is now expected to be at or above $950 million. Capital expenditures are projected to be between $25 million and $30 million for the year, with finance lease lines estimated at approximately 6% of revenue. Expected diluted weighted average shares outstanding for the year have been revised downward to 276 to 281 million shares due to share repurchase activities.Highest Ever Non-GAAP Operating Margin
Achieved the highest ever non-GAAP operating margin largely due to headcount reduction and lower marketing spend. Operating margin increased by more than 500 basis points from the year ago period.
Successful Dash Launch and Updates
Launched major updates to Dash, enhancing AI capabilities and user experience. Dash now supports multimodal search including text, images, and video, with significant performance improvements.
Increased Desktop Activations
New desktop activations increased by over 50% year-over-year, driven by improved user prompts and streamlined onboarding processes.
Positive Feedback and Adoption for Dash
Received encouraging customer feedback on Dash's new features, particularly in the creative services industry.
ISO and SOC Certifications for Dash
Dash achieved ISO 27001 compliance and SOC 2 certifications, reinforcing commitment to security and compliance.
Strong Share Repurchase Program
Repurchased approximately 18 million shares, spending $500 million, with $870 million remaining under authorization.
---
DBX Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
---
DBX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| May 08, 2025 | $29.69 | ― | ― |
| Feb 20, 2025 | $31.88 | $26.73 | -16.15% |
| Nov 07, 2024 | $27.88 | $27.04 | -3.01% |
| Aug 08, 2024 | $21.73 | $22.44 | +3.27% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
---
FAQ
When does Dropbox Inc (DBX) report earnings?
Dropbox Inc (DBX) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Dropbox Inc (DBX) earnings time?
Dropbox Inc (DBX) earnings time is at Jul 31, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DBX EPS forecast?
DBX EPS forecast for the fiscal quarter 2025 (Q2) is 0.63.
---
