{"filings":[{"id":667558,"accession_number":"0001467623-26-000036","cik":1467623,"company_name":"DROPBOX, INC.","ticker":"DBX","form_type":"8-K","filed_at":"2026-05-26T20:06:18+00:00","items":["5.07","9.01"],"status":"ready","headline":"Dropbox shareholders elect all seven directors and approve jury trial waiver amendment","event_type":"other","confidence":"high","bullets":["All seven director nominees elected; Andrew W. Houston received 846.2M votes for, 38.3M withheld.","Ratification of Ernst & Young as FY2026 auditor approved: 889.1M for, 2.9M against.","Advisory vote on named executive officer compensation passed: 878.0M for, 6.4M against.","Amendment to articles of incorporation to waive jury trials for internal actions approved: 857.7M for, 26.6M against.","Amended and restated articles of incorporation filed as Exhibit 3.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":650876,"accession_number":"0001467623-26-000034","cik":1467623,"company_name":"DROPBOX, INC.","ticker":"DBX","form_type":"8-K","filed_at":"2026-05-26T13:15:23+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Dropbox appoints Ashraf Alkarmi as co-CEO; Drew Houston to become Executive Chairman; Q2/FY26 guidance reaffirmed","event_type":"leadership","confidence":"high","bullets":["Ashraf Alkarmi, previously GM Core, appointed co-CEO effective May 26, 2026; will become sole CEO after transition; Drew Houston to become Executive Chairman.","Alkarmi receives $825k base salary, 100% target bonus, and RSUs valued at $12.656M vesting over four years.","Michael Torres appointed Chief Product Officer effective July 7, 2026; previously VP Product at Alphabet/Chrome and VP/GM Kindle at Amazon.","Company expects Q2 and full-year 2026 results to be in-line or above previously provided guidance ranges."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"daily_digest_date":"2026-05-26","daily_digest_url":"/daily/2026-05-26","daily_digest_rank":1},{"id":92999,"accession_number":"0001467623-26-000027","cik":1467623,"company_name":"DROPBOX, INC.","ticker":"DBX","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Dropbox Q1 2026 revenue $629.5M (+0.8% YoY); GAAP net income $114.5M","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $0.48; non-GAAP diluted EPS $0.76 (vs. $0.51 and $0.70 YoY).","Revenue grew 2.0% YoY excluding FormSwift; GAAP operating margin 27.5%, non-GAAP 40.1%.","Total ARR $2.560B (+0.3% YoY); paying users 18.09M (down from 18.16M YoY).","Net cash from operations $204.5M; unlevered FCF $236.4M, up from $174.4M YoY.","Company exceeded high end of revenue and operating margin guidance for the quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":0.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":629500000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104273,"accession_number":"0001467623-26-000003","cik":1467623,"company_name":"DROPBOX, INC.","ticker":"DBX","form_type":"8-K","filed_at":"2026-02-19T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Dropbox Q4 revenue $636.2M (-1.1% YoY); GAAP EPS $0.43, non-GAAP $0.68","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $636.2M, down 1.1% YoY; excluding FormSwift up 0.4%. ARR $2.526B (-1.9%).","GAAP operating margin 25.5% vs 13.7% YoY; non-GAAP 38.2% vs 36.9%.","GAAP EPS $0.43 from $0.34; non-GAAP EPS $0.68 from $0.73 (higher tax/interest).","FY2025 revenue $2.521B (-1.1%); GAAP operating margin 27.3%; repurchased $1.7B in shares.","Paying users fell to 18.08M from 18.22M; ARPU $139.68 from $140.06."],"consensus_eps_estimate":null,"consensus_eps_actual":1.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":2521000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120564,"accession_number":"0001467623-25-000131","cik":1467623,"company_name":"DROPBOX, INC.","ticker":"DBX","form_type":"8-K","filed_at":"2025-12-10T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Dropbox CFO Tim Regan resigns; Ross Tennenbaum named CFO; guidance reaffirmed","event_type":"leadership","confidence":"high","bullets":["CFO Tim Regan resigns effective Dec 16, 2025; will stay as non-exec employee through Mar 15, 2026.","Ross Tennenbaum appointed CFO effective Dec 16; base salary $550k, signing bonus $350k, $23.25M RSUs vesting over 4 years.","Eric Webster appointed Chief Business Officer; previously at Silversmith Capital Partners and Salesforce.","Company expects Q4 and FY2025 results in-line or above prior guidance provided Nov 6, 2025.","Regan's departure is for personal reasons, no disagreement with Dropbox on strategy or financials."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120563,"accession_number":"0001467623-25-000127","cik":1467623,"company_name":"DROPBOX, INC.","ticker":"DBX","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Dropbox Q3 revenue $634.4M (-0.7% YoY), GAAP EPS $0.47, non-GAAP op margin 41.1%","event_type":"earnings","confidence":"high","bullets":["Revenue $634.4M (-0.7% YoY, constant currency -1.2%); ARR $2.536B (-1.7% YoY).","GAAP net income $123.8M ($0.47 diluted EPS) vs $106.7M ($0.34) YoY; non-GAAP net income $196.7M ($0.74 EPS).","GAAP operating margin 27.5% vs 20.0% YoY; non-GAAP operating margin 41.1% vs 36.2% YoY on lower headcount costs.","Free cash flow $293.7M vs $270.1M YoY; cash and equivalents $925.3M at quarter end.","Launched self-serve Dash AI assistant with deep Dropbox integration; early customer response positive."],"consensus_eps_estimate":null,"consensus_eps_actual":1.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":1884800000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137156,"accession_number":"0001467623-25-000123","cik":1467623,"company_name":"DROPBOX, INC.","ticker":"DBX","form_type":"8-K","filed_at":"2025-09-09T23:59:59+00:00","items":["1.01","2.03","7.01","8.01","9.01"],"status":"ready","headline":"Dropbox adds $700M delayed draw term loans for 2026 notes; authorizes $1.5B buyback","event_type":"other_material","confidence":"high","bullets":["Amended credit agreement provides up to $700M in additional delayed draw term loans; total facility now $2.7B.","Proceeds may only be used to repay convertible senior notes due 2026.","New share repurchase authorization for up to $1.5B of Class A common stock.","Loans bear interest at SOFR+3.75% or base rate+2.75%; maturity September 9, 2030.","Blackstone Credit & Insurance served as lead arranger and lead structuring agent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137155,"accession_number":"0001467623-25-000119","cik":1467623,"company_name":"DROPBOX, INC.","ticker":"DBX","form_type":"8-K","filed_at":"2025-08-25T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Dropbox appoints Sarah Schubach as Chief Accounting Officer effective August 21, 2025","event_type":"leadership","confidence":"high","bullets":["Sarah Schubach promoted to CAO, previously VP and Controller since August 2022.","She joined Dropbox in 2013 and held multiple finance leadership roles.","Schubach will serve as the company's principal accounting officer.","No family relationships or related party transactions with directors or officers.","She executed Dropbox's standard indemnification agreement in connection with appointment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137154,"accession_number":"0001467623-25-000114","cik":1467623,"company_name":"DROPBOX, INC.","ticker":"DBX","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Dropbox Q2 revenue down 1.4% to $625.7M, EPS beats at $0.71 non-GAAP, operating margin expands to 41.5%","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $0.45 vs $0.34 YoY; non-GAAP diluted EPS $0.71 vs $0.60.","Paying users 18.13M, down 34k QoQ; ARPU $138.32 vs $139.93 YoY.","GAAP operating margin 26.9% vs 20.0% YoY; non-GAAP 41.5% vs 35.9%.","Free cash flow $258.5M, up from $224.7M YoY; cash & equivalents $954.7M.","CEO cites early stability in Core FSS and momentum for AI-powered Dash."],"consensus_eps_estimate":null,"consensus_eps_actual":0.96,"consensus_revenue_estimate":null,"consensus_revenue_actual":1250400000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154440,"accession_number":"0001467623-25-000082","cik":1467623,"company_name":"DROPBOX, INC.","ticker":"DBX","form_type":"8-K","filed_at":"2025-05-19T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Dropbox stockholders elect eight directors, approve say-on-pay, reject Class B vesting proposal at 2025 annual meeting","event_type":"other","confidence":"high","bullets":["All eight director nominees elected (Houston, Jacobs, Jenson, Moore, Parasnis, Peacock, Seibel, Campbell).","Advisory vote on executive compensation approved with 927.9M for vs 11.6M against.","Stockholder proposal to impose vesting on Class B common stock defeated (90.4M for, 848.5M against).","Stockholders chose 1-year frequency for future say-on-pay votes; company will hold advisory vote annually.","Ratification of Ernst & Young as auditors approved (945.8M for, 3.5M against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154439,"accession_number":"0001467623-25-000056","cik":1467623,"company_name":"DROPBOX, INC.","ticker":"DBX","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Dropbox Q1 revenue down 1.0% YoY to $624.7M; GAAP EPS $0.51, non-GAAP $0.70","event_type":"earnings","confidence":"high","bullets":["Total revenue $624.7M, down 1.0% YoY; constant currency down 0.6%; ARR flat on cc basis.","GAAP net income $150.3M vs $132.3M YoY; GAAP operating margin improved to 29.4% from 22.7%.","Non-GAAP EPS $0.70 vs $0.58 YoY; non-GAAP operating margin 41.7% vs 36.5%.","Paying users flat at 18.16M, down 60k QoQ; ARPU $139.26 vs $139.59 YoY.","Free cash flow $153.7M, down from $166.3M; includes $36M lease termination fee and $10.2M workforce reduction costs."],"consensus_eps_estimate":null,"consensus_eps_actual":0.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":624700000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154438,"accession_number":"0001467623-25-000041","cik":1467623,"company_name":"DROPBOX, INC.","ticker":"DBX","form_type":"8-K","filed_at":"2025-04-11T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Eric Cox steps down as Dropbox Chief Customer Officer; transition through mid-August","event_type":"leadership","confidence":"high","bullets":["Eric Cox plans to step down as Chief Customer Officer.","He will remain in his current role during the transition period.","After transition, Cox will stay as non-executive employee until mid-August.","No replacement has been named."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":173006,"accession_number":"0001104659-25-021908","cik":1467623,"company_name":"DROPBOX, INC.","ticker":"DBX","form_type":"8-K","filed_at":"2025-03-10T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Dropbox reincorporates from Delaware to Nevada effective March 5, 2025","event_type":"other_material","confidence":"high","bullets":["Reincorporation from Delaware to Nevada effective March 5, 2025 at 5:00 p.m. PT.","No change in business, management, jobs, offices, assets, liabilities, or material contracts.","Each outstanding share of Class A and Class B common stock converted 1:1 into Nevada shares; ticker DBX unchanged.","Stockholder rights changed; details in Information Statement filed Feb 10, 2025.","Ministerial amendments made to indentures for 0% Convertible Senior Notes due 2026 and 2028."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":173005,"accession_number":"0001467623-25-000016","cik":1467623,"company_name":"DROPBOX, INC.","ticker":"DBX","form_type":"8-K","filed_at":"2025-03-07T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Dropbox CLO Bart Volkmer resigning; William Yoon promoted to succeed","event_type":"leadership","confidence":"high","bullets":["Bart Volkmer resigns as Chief Legal Officer after 13 years, effective March 28, 2025.","William Yoon named new CLO; he was VP Product Counseling & Privacy and Chief Privacy Officer.","Yoon joined Dropbox in 2013; previously held product counsel roles at Facebook and Google.","Volkmer will serve as advisor through April to ensure smooth transition.","Yoon holds JD from Northwestern and BA from Cornell; appointment effective March 28, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":173004,"accession_number":"0001467623-25-000007","cik":1467623,"company_name":"DROPBOX, INC.","ticker":"DBX","form_type":"8-K","filed_at":"2025-02-20T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Dropbox Q4 revenue $643.6M (+1.4% YoY); non-GAAP EPS $0.73 beats $0.50 last year","event_type":"earnings","confidence":"high","bullets":["GAAP net income $102.8M ($0.34 diluted EPS) vs $227.3M ($0.66) last year; non-GAAP net income $222.6M ($0.73) vs $170.8M ($0.50).","FY2024 revenue $2.548B (+1.9% YoY); GAAP operating margin 19.1%, non-GAAP operating margin 36.4%.","ARR $2.574B (+2.0% YoY); paying users 18.22M (+0.1M YoY, -15K QoQ).","Entered $2.0B private credit agreement; $1B initial term loans due 2029, $1B delayed draw.","Repurchased 12.5M shares for $350.4M in Q4; new $1.2B buyback authorization in Dec 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":1.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":2548200000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}