文章核心观点 - Dropbox公司的股票在最近一个交易日下跌0.44%,表现落后于标普500指数下跌0.19%和道琼斯指数下跌0.7%,但优于纳斯达克指数上涨0.04% [1] - 过去一个月Dropbox公司股票上涨2%,超过了计算机和技术板块0.73%和标普500指数1.95%的涨幅 [1] - 投资者将密切关注Dropbox公司即将发布的财报,预计每股收益为0.52美元,同比下降7.14%;预计收入为6.36.93亿美元,同比增长0.62% [1] - 全年来看,Dropbox公司预计每股收益为2.22美元,同比增长12.12%;预计收入为25.4亿美元,同比增长1.73% [2] 行业和公司分析 行业分析 - Dropbox所在的互联网服务行业目前在250多个行业中排名第134位,处于中下游水平 [4] - 根据Zacks研究,行业排名靠前的行业其平均表现是排名靠后行业的2倍 [4] 公司分析 - 分析师对Dropbox公司的预测没有发生重大变化 [2] - 目前Dropbox公司的股票估值水平(Forward P/E 11.23)低于行业平均水平(Forward P/E 30.63) [3] - Dropbox公司的PEG比率为0.92,低于行业平均水平1.92,表明其增长潜力较好 [3] - Dropbox公司目前的Zacks评级为3级(持有) [3]

In the latest trading session, Dropbox (DBX) closed at $24.47, marking a -0.08% move from the previous day. The stock's change was less than the S&P 500's daily gain of 1.7%. On the other hand, the Dow registered a gain of 1.26%, and the technology-centric Nasdaq increased by 2.51%.Shares of the online file-sharing company witnessed a gain of 0.66% over the previous month, beating the performance of the Computer and Technology sector with its loss of 1.45% and underperforming the S&P 500's gain of 1.27%.The ...

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The latest trading session saw Dropbox (DBX) ending at $24.59, denoting a +1.32% adjustment from its last day's close. This move outpaced the S&P 500's daily gain of 0.54%. Elsewhere, the Dow gained 0.72%, while the tech-heavy Nasdaq added 0.65%.Heading into today, shares of the online file-sharing company had gained 6.45% over the past month, outpacing the Computer and Technology sector's gain of 3.3% and the S&P 500's gain of 4.86% in that time.Market participants will be closely following the financial r ...

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.Zacks Premium also includes the Zacks Style Scores.What a ...

The software-as-a-service company has been overlooked by the market and is now a steal for investors.Dropbox (DBX -0.09%) hasn't gotten the headlines of other cloud companies, but it's well positioned to grow as companies demand more storage and artificial intelligence (AI) functionality. In this video, Travis Hoium explains why the price is right for this company as it returns to growth.*Stock prices used were end-of-day prices of Aug. 12, 2024. The video was published on Aug. 12, 2024. ...

funky-data The markets are expecting a tough macro climate across all industries heading into the second half of this year, but when investing in tech stocks, one rule remains paramount: don’t trust a company that isn’t able to grow. For Dropbox (NASDAQ:DBX), this unfortunately appears to be the case, as the file storage company continues to post lackluster growth rates and customer additions. Year to date, shares have lost more than 20% of their value. It rebounded ever so slightly after posting Q2 res ...

funky-data Growth stocks are great, until the growth slows down. Then you have a relatively stagnant company trading at bad premiums to its underlying value. Today, we'll be looking at one of those growth stocks that has seen some slowing of its growth in recent quarters, Dropbox (NASDAQ:DBX). The software company has some interesting multiples which may make it worth our attention. We will be looking at Dropbox not just for its lack of shareholder equity, but also from a potential value and growth perspect ...

用户及订阅情况 - 公司拥有超过7亿注册用户，覆盖约180个国家[220] - 公司拥有1822万付费用户，通过个人、家庭、团队等多种订阅计划获取收入[222,253] - 公司提供多种付费订阅计划,包括个人计划和企业计划,满足不同客户需求[223,224,225] - 公司收入增长主要由于销售较高价格的订阅计划以及转向月度订阅计划的增加[256] - 公司三个月和六个月的ARPU(每付费用户平均收入)分别为139.93美元和139.71美元，较上年同期有所增加[257] 业务发展历程 - 公司从同步文件发展到协同团队工作，成为用户不可或缺的平台[221] - 公司还提供FormSwift、DocSend和Dropbox Sign等附加产品,进一步扩展内容协作能力[226,227,229] 客户群体 - 公司客户群体广泛,包括个人、中小企业到大型企业,涉及多个行业[230] - 公司通过免费用户转化、现有用户升级等方式推动业务增长[231,232,233] 公司运营模式 - 公司实行"虚拟优先"工作模式,预计未来员工分布将更加分散[234,235] 财务表现 - 公司自由现金流在六个月内有所增加，主要由于经营活动产生的现金流增加，部分被资本支出增加所抵消[260,261] - 公司预计未来自由现金流将继续增加，但可能会受到经营费用时间性影响而有所波动[261] - 公司收入主要来自于付费用户转化和升级以及交易类产品和合作伙伴推荐费用[264] - 公司毛利率预计将在短期内由于基础设施折旧年限延长而有所提升，长期保持相对稳定[268] - 研发费用预计将在短期内有所下降，长期呈现波动下降趋势[270] - 销售和营销费用将在短期和长期内呈现波动，公司将继续投入以增加用户和品牌知名度[272] - 管理费用预计将保持相对稳定[273] - 收入同比增长1.9%，达到6.345亿美元[293] - 毛利率提升至83%，毛利增加5.0%[296,297] - 研发费用同比下降13.6%，至2.271亿美元[299] - 销售及市场费用同比下降6.9%，至1.125亿美元[301] - 利息收入净额增加1.0百万美元[307] - 其他收益净额增加3.1百万美元[308] - 所得税费用增加7.3百万美元[309] - 收入同比增长2.6%，达到12.658亿美元[311] - 毛利率提升至83%，毛利增加5.6%[313,314] - 研发费用同比下降10.4%，至4.462亿美元[316] 现金流及资金情况 - 截至2024年6月30日，公司拥有5.151亿美元的现金及现金等价物和5.474亿美元的短期投资[327] - 公司发行了总计14亿美元的可转换优先票据，用于补充营运资金[328] - 公司拥有5亿美元的信用额度,用于提供额外的营运资金灵活性[329][330] - 公司预计未来现金税务义务将会增加,因为已利用了大部分的美国联邦、州和外国净经营亏损[330] - 公司认为现有的现金及现金等价物、短期投资、经营活动产生的现金以及信用额度可满足未来可预见的需求[331] - 公司的未来资本需求将取决于多个因素,如收入增长率、订阅续订活动、计费频率、基础设施开发和研发支出、新产品和平台功能的推出以及股票回购规模和时间[332] - 截至2024年6月30日,公司的经营活动产生净现金4.061亿美元,主要来自净利润2.428亿美元以及股份支付和折旧摊销费用[334][335] - 截至2024年6月30日,公司的投资活动产生净现金1.769亿美元,主要来自短期投资的净流入[337] - 截至2024年6月30日,公司的筹资活动使用净现金6.794亿美元,主要用于股票回购和满足限制性股票单位的税收预扣[338] - 公司现金及现金等价物为5.151亿美元，短期投资为5.474亿美元[341] - 公司外汇交易损益在2024年6月30日及2023年6月30日均不重大,即使外汇汇率发生10%变动也不会产生重大损益[342] 内部控制 - 公司管理层认为公司的披露控制和程序在2024年6月30日有效[343] - 公司内部控制在2024年6月30日止的报告期内未发生重大变化[344] - 公司管理层认为公司的披露控制和内部控制存在固有局限性,可能无法防范所有错误和舞弊[345] 法律诉讼 - 公司目前涉及一些日常经营过程中的法律诉讼,结果存在不确定性[346,347,348,349,350,351] 业务风险 - 公司业务依赖于保留和升级付费用户,付费用户流失或降级可能对未来经营业绩产生不利影响[353,354,355] - 公司需要不断吸引新用户并将注册用户转化为付费用户,否则未来增长可能受到限制[356,357,358,359,360,361] - 公司过去和未来可能会遭受隐私和数据安全违规或事故[362][363][364][365][366][367] - 公司使用AI技术可能会增加网络安全风险[364][382] - 公司业务增长率在过去时期有所下降，未来增长可能继续放缓[368][369][370][371][372] - 公司业务可能会受到整体经济、政治和市场状况的重大影响[373][374] - 公司面临激烈的市场竞争，需要持续有效地应对[375][376][377][378][379]

Dropbox (DBX) reported non-GAAP earnings of 60 cents per share in second-quarter 2024, beating the Zacks Consensus Estimate by 15.38% and increasing 17.6% year over year.Revenues of $634.5 million inched up 1.9% year over year and 1.8% on constant currency (CC) basis beating the consensus mark by 0.77%. The upside was driven by improved performance in self-serve individual plans.Total annual recurring revenues came in at $2.73 billion, up 2.9% year over year.Quarter DetailsDropbox exited second-quarter 2024 ...