{"schema_version":"secwatch.filing_event.v1","accession":"0001467623-26-000003","form_type":"8-K","ticker":"DBX","cik":"0001467623","company_name":"DROPBOX, INC.","filed_at":"2026-02-19T23:59:59+00:00","discovered_at":"2026-05-14T18:02:35.132292+00:00","generated_at":"2026-05-16T01:42:35.949726+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.7,"confidence":"high","headline":"Dropbox Q4 revenue $636.2M (-1.1% YoY); GAAP EPS $0.43, non-GAAP $0.68","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001467623-26-000003","json":"https://secwatch.observer/filing/0001467623-26-000003.json","markdown":"https://secwatch.observer/filing/0001467623-26-000003.md","text":"https://secwatch.observer/filing/0001467623-26-000003.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1467623/000146762326000003/0001467623-26-000003-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1467623/000146762326000003/dbx-20260219.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T01:42:35.949726+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}