Dropbox: Rich FCF That Can't Be Sustained As Users Leave

Dropbox is rated Sell as it faces structural headwinds, with Q4 results revealing user contraction and declining ARPU. Read ...

Dropbox leaving Mission Bay HQ as OpenAI eyes sublease space

Dropbox is dropping out of Mission Bay and OpenAI is seemingly preparing to make itself at home in its space.  Dropbox will vacate its headquarters at 1800 Owens Street just a few weeks after inking ...
Fast Company

How Dropbox is tackling AI—and why it’s glad it ditched its offices

In October 2020, as it became clear COVID-19 wasn’t going anywhere anytime soon, Dropbox made a big bet. Rather than continuing with a temporary remote-work policy and postponing longer-term decisions ...

Dropbox, Inc. Q4 2025 Earnings Call Summary

Moby Strategic Performance and Operational Context. Management attributed Q4 revenue outperformance to steady growth in the ...
Seeking Alpha

Dropbox Is Cheap Given Its $1 Billion In FCF, Growing Margins And New Products On The Horizon

Dropbox trades at reasonable valuations compared to other tech companies, making it an attractive investment. The company is transitioning to a fully remote company, controlling for costs, improving ...