Dropbox (DBX) reported first-quarter 2024 non-GAAP earnings of 58 cents per share, beating the Zacks Consensus Estimate by 18.37% and increasing 38.1% year over year. Revenues of $631.3 million increased 3.3% year over year and beat the consensus mark by 0.40%. Total annual recurring revenues came in at $2.556 billion, up 3.6% year over year. Quarter Details Dropbox exited the first quarter of 2024 with 18.16 million paying users, marking a sequential growth of roughly 35,000. The average revenue per paying ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, The ...

财务数据和关键指标变化 - 总收入为6.31亿美元,同比增长3.3% [18] - 总年度经常性收入(ARR)为25.56亿美元,同比增长3.6% [18] - 付费用户数量增加了35,000人,达到1,816万人 [18] - 付费用户平均收入(ARPU)为139.59美元 [19] 各条业务线数据和关键指标变化 - 核心FSS(File Sync & Share)业务中,自助服务部门和Teams产品线表现承压,但Document Workflow组合(包括FormSwift、Sign和DocSend)表现优于预期 [8] - Teams产品线的重点是提升用户体验,优化客户入职流程和共享体验,Q1指标如试用启动、团队邀请和周活跃用户都有同比增长 [9] - 个人计划方面,移动渠道恢复还需时日,但正在优化改善 [9] - 捆绑套餐在提升ARPU和多产品采用率的同时,也带来了转化挑战,公司已回调价格并优化产品体验 [10] 各个市场数据和关键指标变化 - 公司未具体披露各个市场的数据和指标变化 公司战略和发展方向及行业竞争 - 公司正在投资AI驱动的新产品体验,如Dash通用搜索产品,以提升用户工作效率 [14][15] - 公司看好Dash的市场机会,正在优化产品体验和减少接入障碍 [15] - 公司认为文件和内容管理是一个持续存在的需求,正在从组织文件向组织所有云端内容的方向发展 [66][67] - 公司面临一定的行业竞争压力,但仍看好核心FSS业务的发展空间 [65][66] 管理层对经营环境和未来前景的评论 - 宏观经济环境仍然充满挑战,特别是中小企业市场 [39][40][41] - 公司将保持谨慎的运营,寻求效率提升,致力于审慎的资本配置 [16] - 公司对2024年剩余时间的路线图感到兴奋,并感谢员工为客户提供更好的工作方式做出的贡献 [16] 问答环节重要的提问和回答 问题1 **Steven Enders 提问** 询问Dash产品的早期反馈和公司对其机会及盈利模式的看法 [30][31] **Andrew Houston 回答** - 客户普遍反映内容碎片化是一个普遍问题,Dash产品得到了良好的验证 [31] - Dash产品与FSS业务存在协同,付费FSS用户采用和留存Dash的比率更高 [31] - 公司正在不断优化Dash的产品体验,如缩短搜索延迟、提升搜索成功率等 [31][32] 问题2 **Richard Hilliker 提问** 询问宏观环境对公司SMB客户的影响,以及公司在销售和营销方面的投入 [39][40][41] **Andrew Houston 和 Timothy Regan 回答** - 中小企业客户面临成本压力,表现为团队规模缩减和降级,尤其在科技和制造业领域 [40][41] - 公司正在优化客户入职体验,降低摩擦,弥补宏观环境带来的影响 [39] - 公司的产品驱动增长模式使得销售和营销投入相对较低,但R&D投入较高 [43][44] 问题3 **Sonak Kolar 提问** 询问公司海量内容资产在AI应用中的优势,以及未来在视频等领域的机会 [58][59] **Andrew Houston 回答** - 公司不会直接训练基础语言模型,而是利用这些模型提供的能力来增强自身产品 [59] - 公司海量的用户内容资产,如文档、图像、音频和视频,为AI赋能应用提供了独特优势 [59][60] - 视频内容是公司平台增长最快的类型,公司正计划利用AI技术进一步优化视频相关的协作体验 [62][63]

Dropbox Announces Fiscal 2024 First Quarter Results First Quarter Revenue of $631.3 Million, up 3.3% year-over-year; on a constant currency basis, up 3.2% year-over-year GAAP Operating Margin of 22.7% and Non-GAAP Operating Margin of 36.5% Net Cash Provided by Operating Activities of $175.5 Million and Free Cash Flow of $166.3 Million SAN FRANCISCO, Calif. - May 9, 2024 - Dropbox, Inc. (NASDAQ: DBX), today announced financial results for its first quarter ended March 31, 2024. “In Q1, our core business deli ...

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Shares of Dropbox (DBX) have gained 0% over the past four weeks to close the last trading session at $23.49, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $30.11 indicates a potential upside of 28.2%. The mean estimate comprises nine short-term price targets with a standard deviation of $4.57. While the lowest estimate of $24 indicates a 2.2% increase from the current price le ...

Investors and founders are busier, showing significant quarterly and yearly growth in future dealmaking metrics SAN FRANCISCO, April 11, 2024 /PRNewswire/ -- DocSend, a secure document sharing platform and Dropbox (NASDAQ: DBX) company, today released a data analysis showing that investor pitch deck engagement was higher for most of Q1 than all six previous years tracked — including record-breaking 2021 — according to its Pitch Deck Interest (PDI) metrics. Investor activity hit a weekly Q1 record high, spik ...

NEW YORK--(BUSINESS WIRE)--Half Moon Capital, LLC is releasing its open letter to the Board of Directors of Dropbox (Nasdaq:DBX) and seeks to engage constructively on corrective course. February 28, 2024 Members of the Board, Half Moon Capital, LLC, is a long-term investor in Dropbox, Inc. (“Dropbox” or the “Company”). We have engaged in meaningful discussions with the Company since initiating our investment in June 2022. As paying users of the recently “deemphasized” Family Plan, and shareholders of Dropbo ...

Dropbox股价表现 - Dropbox股价自财报显示收入增长放缓以来一直在暴跌[1] - Dropbox股价已经远低于所有刷新的分析师目标价，看起来极度超卖[1] - Dropbox股价自两周前达到多年高点后已经下跌约30%[3] - Dropbox股价从2018年水平下跌，与NVIDIA Corp的财报相比表现不佳[6] Dropbox财报分析 - Dropbox在Q4财报发布后开始走下坡路，尽管收入和盈利均超出预期[4] - Dropbox的财报显示公司扩展到人工智能领域，付费用户平均收入年增长稳健，但收入增长放缓成为担忧[5] 投资机会分析 - Dropbox股价已经跌破24美元，可能存在严重的入场机会[10] - Dropbox的相对强度指数（RSI）为19，表明股价极度超卖，若股价有所稳定，有望在下周反弹[11] 未来展望 - 公司需要在下一季度发布强劲的财报以实现真正的扭转局面，但目前可能存在过度反应的机会[12]

Shares of cloud storage company Dropbox (DBX -23.92%) fell as much as 23.1% on Friday after the company reported earnings results. Shares were hitting their low around 3 p.m. ET. Results weren't all that bad for the fourth quarter, but investors are focused on guidance and analyst reactions today. Results and guidance for Dropbox Dropbox reported a 6% increase in revenue to $635 million and net income of $227.3 million, or $0.66 per share. Non-GAAP (adjusted) earnings per share were $0.50. This topped analy ...