DBX · Dropbox, Inc.
$34.42
-1.51 (-4.20%)
At close · Aug 14
Market Cap
$7.77B
Shares
225.71M
Dropbox, Inc. Earnings Call Transcripts
Every quarterly earnings call for Dropbox, Inc. (DBX) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲7.9%
$572.70M
$62.00M
'22 Q2
22-08-04
▲7.4%
$591.00M
$83.20M
'22 Q3
22-11-03
▲5.9%
$598.80M
$328.30M
'22 Q4
23-02-16
▲8.7%
$611.10M
$69.00M
'23 Q1
23-04-27
▲8.7%
$622.50M
$43.20M
'23 Q2
23-08-03
▲7.1%
$633.00M
$114.10M
'23 Q3
23-11-02
▲6%
$635.00M
$227.30M
'23 Q4
24-02-15
▲3.3%
$631.30M
$132.30M
'24 Q1
24-05-09
▲1.9%
$634.50M
$110.50M
'24 Q2
24-08-08
▲1.4%
$643.60M
$102.80M
'24 Q4
25-02-20
▼1%
$624.70M
$150.30M
'25 Q1
25-05-08
▼1.4%
$625.70M
$125.60M
'25 Q2
25-08-07
▼0.7%
$634.40M
$123.80M
'25 Q3
25-11-06
▼1.1%
$636.20M
$108.70M
'25 Q4
26-02-19
▲0.8%
$629.50M
$114.50M
'26 Q1
26-05-07
LATEST
▲0.9%
$631.50M
$95.80M
'26 Q2
26-08-06
Earnings call
FY26 · Q2
2026-08-06
Q2 2026 Dropbox Earnings Conference Call
Confident tone
AI Strategy and Platform Vision
ARPU Expansion via Upsell/Cross-sell
Paying User Growth
Revenue
$631.50M
▲ 0.9% YoY Diluted EPS
$0.42
▼ 6.7% YoY Gross margin
80.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-07
Dropbox, Inc. Q1 FY2026 Earnings Call
Positive tone
Dash AI-powered product
Financial outperformance and guidance raise
Capital allocation and share repurchase
Revenue
$629.50M
▲ 0.8% YoY Diluted EPS
$0.48
▼ 5.9% YoY Gross margin
79.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-19
Dropbox, Inc. Q4 FY2025 Earnings Call
Positive tone
Dash and Dropbox AI product
M&A and AI infrastructure / context engine
Sales-led motion and go-to-market
Revenue
$636.20M*
▼ 1.1% YoY Gross margin
79.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-06
Dropbox, Inc. Q3 FY2025 Earnings Call
Positive tone
Dash AI product
DocSend and other add-ons
Core FSS business
Revenue
$634.40M
▼ 0.7% YoY Diluted EPS
$0.47
▲ 38.2% YoY Gross margin
79.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-07
Dropbox, Inc. Q2 FY2025 Earnings Call
Positive tone
Dash product and adoption
Revenue headwinds from strategic decisions
Core File Sync and Share
Revenue
$625.70M
▼ 1.4% YoY Diluted EPS
$0.45
▲ 32.4% YoY Gross margin
80.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-08
Dropbox, Inc. Q1 FY2025 Earnings Call
Positive tone
Dash product momentum
Paying user trends
Profitability and margins
Revenue
$624.70M
▼ 1% YoY Diluted EPS
$0.51
▲ 30.8% YoY Gross margin
81.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-20
Dropbox, Inc. Q4 FY2024 Earnings Call
Balanced tone
Dash product and scaling
FSS core business transition
Profitability and operating efficiency
Revenue
$643.60M*
▲ 1.4% YoY Gross margin
81.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q2
2024-08-08
Dropbox, Inc. Q2 FY2024 Earnings Call
Balanced tone
Dash AI-powered universal search
Bundling and packaging strategy
Teams business challenges
Revenue
$634.50M
▲ 1.9% YoY Diluted EPS
$0.34
▲ 161.5% YoY Gross margin
83.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-09
Dropbox, Inc. Q1 FY2024 Earnings Call
Cautious tone
Document Workflow (Sign, DocSend, Form Swift)
Dash universal search product
Core FSS business pressure
Revenue
$631.30M
▲ 3.3% YoY Diluted EPS
$0.39
▲ 95% YoY Gross margin
83.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-15
Dropbox, Inc. Q4 FY2023 Earnings Call
Cautious tone
AI-powered product initiatives (Dash)
Profitability and operating margin
Core FSS / File Sync and Share business
Revenue
$635.00M*
▲ 6% YoY Gross margin
80.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-02
Dropbox, Inc. Q3 FY2023 Earnings Call
Revenue
$633.00M
▲ 7.1% YoY Diluted EPS
$0.33
▲ 43.5% YoY Gross margin
81.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-03
Dropbox, Inc. Q2 FY2023 Earnings Call
Revenue
$622.50M
▲ 8.7% YoY Diluted EPS
$0.13
▼ 23.5% YoY Gross margin
80.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-27
Dropbox, Inc. Q1 FY2023 Earnings Call
Revenue
$611.10M
▲ 8.7% YoY Diluted EPS
$0.20
▼ 4.8% YoY Gross margin
80.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-16
Dropbox, Inc. Q4 FY2022 Earnings Call
Revenue
$598.80M*
▲ 5.9% YoY Gross margin
80.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-03
Dropbox, Inc. Q3 FY2022 Earnings Call
Revenue
$591.00M
▲ 7.4% YoY Diluted EPS
$0.23
▲ 21.1% YoY Gross margin
81.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-04
Dropbox, Inc. Q2 FY2022 Earnings Call
Revenue
$572.70M
▲ 7.9% YoY Diluted EPS
$0.17
▼ 22.7% YoY Gross margin
81.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-05
Dropbox, Inc. Q1 FY2022 Earnings Call
Revenue
$562.40M
▲ 9.9% YoY Diluted EPS
$0.21
▲ 75% YoY Gross margin
79.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-17
Dropbox, Inc. Q4 FY2021 Earnings Call
Revenue
$565.50M*
▲ 12.2% YoY Gross margin
79.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-04
Dropbox, Inc. Q3 FY2021 Earnings Call
Revenue
$550.20M
▲ 12.9% YoY Diluted EPS
$0.19
▲ 137.5% YoY Gross margin
79.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-05
Dropbox, Inc. Q2 FY2021 Earnings Call
Revenue
$530.60M
▲ 13.5% YoY Diluted EPS
$0.22
▲ 450% YoY Gross margin
79.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-06
Dropbox, Inc. Q1 FY2021 Earnings Call
Revenue
$511.60M
▲ 12.4% YoY Diluted EPS
$0.12
▲ 33.3% YoY Gross margin
78.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-18
Dropbox, Inc. Q4 FY2020 Earnings Call
Revenue
$504.10M*
▲ 13% YoY Gross margin
79.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-05
Dropbox, Inc. Q3 FY2020 Earnings Call
Revenue
$487.40M
▲ 13.8% YoY Diluted EPS
$0.08
Gross margin
78.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-06
Dropbox, Inc. Q2 FY2020 Earnings Call
Revenue
$467.40M
▲ 16.4% YoY Diluted EPS
$0.04
Gross margin
78.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-07
Dropbox, Inc. Q1 FY2020 Earnings Call
Revenue
$455.00M
▲ 18% YoY Diluted EPS
$0.09
Gross margin
77.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-20
Dropbox, Inc. Q4 FY2019 Earnings Call
Revenue
$446.00M*
▲ 18.6% YoY Gross margin
76.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–26 of 26 earnings calls
Key facts
CIK
1467623
CUSIP
26210C104
13F (30d)
422 filings
405 filers
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