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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,"calibrated_materiality_score":0.65,"market_cap_usd":5917268569.305931,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.75,"market_cap_usd":5917268569.305931,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.15,"market_cap_usd":5917268569.305931,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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%","summary_kind":"llm","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,"calibrated_materiality_score":0.75,"market_cap_usd":5917268569.305931,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.15,"market_cap_usd":5917268569.305931,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.7,"market_cap_usd":5917268569.305931,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.5,"market_cap_usd":5917268569.305931,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.3,"market_cap_usd":5917268569.305931,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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; 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standard non-employee director compensation.","CEO Drew Houston cited Jenson's expertise in helping companies navigate major transitions."],"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":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":5917268569.305931,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":190026,"accession_number":"0001467623-24-000057","cik":1467623,"company_name":"DROPBOX, INC.","ticker":"DBX","form_type":"8-K","filed_at":"2024-12-11T23:59:59+00:00","items":["1.01","1.02","2.03","7.01","8.01","9.01"],"status":"ready","headline":"Dropbox secures $2B term loan, announces $1.2B buyback; reaffirms FY2024 guidance","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Entered into Credit Agreement providing up to $2.0B secured term loan due 2029; 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Andrew Moore received highest 'for' votes (996,721,376).","Ratification of Ernst & Young as FY2024 auditor passed with 1,010,588,069 votes for.","Advisory say-on-pay resolution approved with 981,705,939 votes for; 16,895,190 against.","Broker non-votes were 15,168,354 on director elections and say-on-pay."],"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,"calibrated_materiality_score":0.15,"market_cap_usd":5917268569.305931,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223694,"accession_number":"0001467623-24-000027","cik":1467623,"company_name":"DROPBOX, INC.","ticker":"DBX","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Dropbox Q1 revenue $631.3M (+3.3% YoY); 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no evidence of access to account contents (documents/agreements) or payment information.","Dropbox believes the breach is isolated to Dropbox Sign infrastructure and did not affect other products like Dropbox cloud storage.","Company reset passwords, logged out users, rotated API keys and OAuth tokens, and notified law enforcement and regulators.","Dropbox states the incident has not had and is not reasonably likely to have a material impact on financial condition or operations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":5917268569.305931,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":243108,"accession_number":"0001467623-24-000003","cik":1467623,"company_name":"DROPBOX, INC.","ticker":"DBX","form_type":"8-K","filed_at":"2024-02-15T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Dropbox Q4 revenue $635M (+6% YoY); ARR growth slows to 0.3%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP net income $227M ($0.66 diluted EPS) vs $328M last year; includes $158.8M real estate gain.","Non-GAAP EPS $0.50 vs $0.40; free cash flow $190.3M vs $181.7M.","Total ARR $2.523B, up just 0.3% YoY (3.8% constant currency); paying users 18.12M, down 0.05M QoQ.","FY 2023 revenue $2.502B (+7.6% YoY); non-GAAP operating margin 32.8% vs 30.9%.","CEO cites Q4 headwinds; investing in AI-powered Dash and focusing on core FSS profitability."],"consensus_eps_estimate":null,"consensus_eps_actual":1.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":2501600000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5917268569.305931,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":260490,"accession_number":"0001467623-23-000055","cik":1467623,"company_name":"DROPBOX, INC.","ticker":"DBX","form_type":"8-K","filed_at":"2023-12-15T23:59:59+00:00","items":["5.02","5.03","9.01"],"status":"ready","headline":"Dropbox appoints AI expert Andrew Moore to board of directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Andrew Moore, former VP of Google Cloud AI and Dean of CMU School of Computer Science, appointed to board.","Moore will serve on Audit Committee; 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GAAP EPS $0.33, non-GAAP EPS $0.56","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $633.0M (+7.1% YoY; +8.3% constant currency); ARR $2.525B (+3.8% YoY).","GAAP net income $114.1M ($0.33 diluted EPS) vs $83.2M ($0.23) YoY; non-GAAP EPS $0.56 vs $0.43.","Paying users 18.17M (+0.62M YoY); ARPU $138.71 (+$4.40 YoY).","Free cash flow $246.5M, up marginally from $245.2M; cash and short-term investments $1.309B.","Launched Dropbox Dash open beta, redesigned web experience, and new business plans during Q3."],"consensus_eps_estimate":null,"consensus_eps_actual":0.65,"consensus_revenue_estimate":null,"consensus_revenue_actual":1866600000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5917268569.305931,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":260488,"accession_number":"0001467623-23-000044","cik":1467623,"company_name":"DROPBOX, INC.","ticker":"DBX","form_type":"8-K","filed_at":"2023-10-20T23:59:59+00:00","items":["1.01","7.01"],"status":"ready","headline":"Dropbox surrenders 165,244 sq ft of SF HQ space, pays $79M termination fees; 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Karen Peacock received highest For vote (990.2M), Paul Jacobs lowest (898.2M).","Ratification of Ernst & Young as auditor approved with 1,014,941,238 For, 1,580,357 Against, 178,096 Abstain.","Advisory vote on named executive officer compensation passed with 979,254,937 For, 13,981,634 Against, 297,811 Abstain."],"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":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":5917268569.305931,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":295792,"accession_number":"0001467623-23-000025","cik":1467623,"company_name":"DROPBOX, INC.","ticker":"DBX","form_type":"8-K","filed_at":"2023-05-04T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Dropbox Q1 revenue $611M (+8.7% YoY); 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