secwatch / observer
8-K filed May 7, 2026, 7:59 PM ET ticker DBX CIK 0001467623
earnings confidence high sentiment neutral materiality 0.65

Dropbox Q1 2026 revenue $629.5M (+0.8% YoY); GAAP net income $114.5M

DROPBOX, INC.

2026-Q1 EPS reported $0.48 revenue$629,500,000

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

DROPBOX, INC. reported for the quarter ended March 31, 2026 results: revenue $629.5 million, net income $114.5 million, EPS $0.48.

Period
for the quarter ended March 31, 2026
Revenue
$629.5 million
Net income
$114.5 million
EPS
$0.48
Result
reported results
Exact text from the filing
Total revenue was $629.5 million, an increase of 0.8%. Excluding FormSwift, which we significantly reduced our investment in at the beginning of 2025 and plan to wind down operations by the end of 2026, revenue grew 2.0%. On a constant currency basis, total revenue excluding FormSwift increased by 0.4%. (1) • Total ARR was $2.560 billion, an increase of 0.3%. Excluding FormSwift, Total ARR was $2.540 billion, an increase of 1.3%. On a constant currency basis, Total ARR excluding FormSwift decreased 0.1% . Total ARR on a constant currency basis decreased $2.8 million quarter-over-quarter; excluding FormSwift, it decreased $0.8 million. (2) • Paying users totaled 18.09 million, as compared to 18.16 million. Average revenue per paying user was $141.18, as compared to $139.26. • GAAP gross margin was 79.7%, as compared to 81.3%. Non-GAAP gross margin was 81.1%, as compared to 82.9%. • GAAP operating margin was 27.5%, as compared to 29.4%. Non-GAAP operating margin was 40.1%, as compared to
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Source: SEC EDGAR
accession 0001467623-26-000027
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