secwatch.observer — SEC 8-K summary
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Issuer:     DROPBOX, INC. (DBX)
CIK:        0001467623
Form:       8-K
Filed at:   2026-08-06T20:08:56+00:00
Accession:  0001467623-26-000045
Event type: earnings
Sentiment:  positive
Materiality: 0.55
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Dropbox Q2 revenue $631.5M, up 0.9% YoY; paying users up 96k QoQ
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- Revenue $631.5M, +0.9% YoY; ex-FormSwift +1.7%.
- GAAP net income $95.8M ($0.42 diluted EPS) vs $125.6M ($0.45) YoY.
- Non-GAAP net income $170.0M ($0.75 diluted EPS) vs $197.7M ($0.71) YoY.
- Paying users 18.19M, up 96k QoQ; ARPU $139.68 vs $138.32.
- Unlevered free cash flow $283.5M vs $276.4M YoY; cash $1.114B.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1467623/000146762326000045/0001467623-26-000045-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1467623/000146762326000045/dbx-20260806.htm
  HTML page:      https://secwatch.observer/filing/0001467623-26-000045

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer