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Dropbox . Class A Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | $0.710 |
| EPS actual | $0.760 |
| EPS Surprise | 7.04% |
| Revenue estimate | 620.561M |
| Revenue actual | 629.5M |
| Revenue Surprise | 1.44% |
| Release date | Feb 19, 2026 |
| EPS estimate | $0.660 |
| EPS actual | $0.680 |
| EPS Surprise | 3.03% |
| Revenue estimate | 628.905M |
| Revenue actual | 636.2M |
| Revenue Surprise | 1.16% |
| Release date | Nov 06, 2025 |
| EPS estimate | $0.648 |
| EPS actual | $0.740 |
| EPS Surprise | 14.20% |
| Revenue estimate | 623.987M |
| Revenue actual | 634.4M |
| Revenue Surprise | 1.67% |
| Release date | Aug 07, 2025 |
| EPS estimate | $0.630 |
| EPS actual | $0.710 |
| EPS Surprise | 12.70% |
| Revenue estimate | 619.909M |
| Revenue actual | 625.7M |
| Revenue Surprise | 0.93% |
Last 4 Quarters for Dropbox . Class A
Below you can see how DBX performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 07, 2025 |
| Price on release | $26.20 |
| EPS estimate | $0.630 |
| EPS actual | $0.710 |
| EPS surprise | 12.70% |
| Date | Price |
|---|---|
| Aug 01, 2025 | $26.46 |
| Aug 04, 2025 | $26.68 |
| Aug 05, 2025 | $26.13 |
| Aug 06, 2025 | $26.51 |
| Aug 07, 2025 | $26.20 |
| Aug 08, 2025 | $26.91 |
| Aug 11, 2025 | $26.87 |
| Aug 12, 2025 | $27.33 |
| Aug 13, 2025 | $28.13 |
| 4 days before | -0.98% |
| 4 days after | 7.37% |
| On release day | 2.71% |
| Change in period | 6.31% |
| Release date | Nov 06, 2025 |
| Price on release | $28.67 |
| EPS estimate | $0.648 |
| EPS actual | $0.740 |
| EPS surprise | 14.20% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $29.00 |
| Nov 03, 2025 | $29.70 |
| Nov 04, 2025 | $28.97 |
| Nov 05, 2025 | $29.13 |
| Nov 06, 2025 | $28.67 |
| Nov 07, 2025 | $30.87 |
| Nov 10, 2025 | $30.55 |
| Nov 11, 2025 | $31.11 |
| Nov 12, 2025 | $30.84 |
| 4 days before | -1.14% |
| 4 days after | 7.57% |
| On release day | 7.67% |
| Change in period | 6.34% |
| Release date | Feb 19, 2026 |
| Price on release | $24.73 |
| EPS estimate | $0.660 |
| EPS actual | $0.680 |
| EPS surprise | 3.03% |
| Date | Price |
|---|---|
| Feb 12, 2026 | $24.30 |
| Feb 13, 2026 | $24.53 |
| Feb 17, 2026 | $24.48 |
| Feb 18, 2026 | $24.68 |
| Feb 19, 2026 | $24.73 |
| Feb 20, 2026 | $25.48 |
| Feb 23, 2026 | $24.50 |
| Feb 24, 2026 | $24.28 |
| Feb 25, 2026 | $24.43 |
| 4 days before | 1.77% |
| 4 days after | -1.21% |
| On release day | 3.03% |
| Change in period | 0.535% |
| Release date | May 07, 2026 |
| Price on release | $25.13 |
| EPS estimate | $0.710 |
| EPS actual | $0.760 |
| EPS surprise | 7.04% |
| Date | Price |
|---|---|
| May 01, 2026 | $24.93 |
| May 04, 2026 | $25.08 |
| May 05, 2026 | $25.41 |
| May 06, 2026 | $24.69 |
| May 07, 2026 | $25.13 |
| May 08, 2026 | $28.90 |
| May 11, 2026 | $26.49 |
| May 12, 2026 | $25.81 |
| May 13, 2026 | $26.20 |
| 4 days before | 0.80% |
| 4 days after | 4.26% |
| On release day | 15.00% |
| Change in period | 5.09% |
Dropbox . Class A Earnings Call Transcript Summary of Q1 2026
Dropbox reported a solid Q1 2026 with revenue of $629M (up 0.8% year-over-year, or +2.0% ex-FormSwift) and strong cash generation (unlevered free cash flow margin of 38%; unlevered FCF of $236M, +69% YoY). Management emphasized that core-business initiatives — retention improvements in Individuals, funnel/pricing/packaging and onboarding work in Teams, and product reliability upgrades — are beginning to drive stabilization and modest growth in paying users (18.09M, +14k sequentially). The company is prioritizing integration of Dash (an AI-powered content management layer) into the core Dropbox experience rather than a standalone product, showing early engagement signals (30%+ weekly repeat use of AI features) and positioning Dash alongside a new security offering (Dropbox Protect) to address governance needs. Gross margin was 81.1% (pressured by Dash rollout and hardware refresh); operating margin was 40.1% (above guidance). Management raised full-year revenue guidance by $12M to $2.497–2.512B, increased non-GAAP operating margin guidance to 39.5–40%, and raised unlevered FCF guidance to at/above $1.055B. Share repurchases continued (~14.3M shares, $367M in Q1) with ~ $800M remaining authorization. Near-term priorities are restoring revenue growth and growing free cash flow per share, with continued phased rollout of Dash in Dropbox throughout 2026.
