Dropbox マネジメント
マネジメント 基準チェック /24
Dropboxの CEO はDrew Houstonで、 Jun2007年に任命され、 の在任期間は 18.92年です。 の年間総報酬は$ 2.17Mで、 36.9%給与と63.1%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の35.17%を直接所有しており、その価値は$ 2.13B 。経営陣と取締役会の平均在任期間はそれぞれ1.2年と6.1年です。
主要情報
Drew Houston
最高経営責任者
US$2.2m
報酬総額
| CEO給与比率 | 36.92% |
| CEO在任期間 | 18.9yrs |
| CEOの所有権 | 35.2% |
| 経営陣の平均在職期間 | 1.2yrs |
| 取締役会の平均在任期間 | 6.1yrs |
経営陣の近況
Recent updates
DBX: Future Earnings Will Depend On Core Resilience And Ongoing Buybacks
Analysts have trimmed Dropbox's implied price target to about $25.50, reflecting a modest adjustment to valuation assumptions as Street research cites mixed recent results, slower growth trends into 2026, and the need for clearer traction from newer products such as Dash. Analyst Commentary Recent Street research on Dropbox reflects a more cautious stance, with several firms lowering price targets and adjusting ratings as they reassess growth, execution on new products like Dash, and how much investors are willing to pay for the story.DBX: Future Earnings Profile Will Rely On Core Stability And Capital Returns
Analysts have trimmed their average price targets on Dropbox to a range centered around $25 to $27. This reflects ongoing concerns about growth challenges, mixed recent results, and the need for clearer traction from products like Dash before considering a more constructive stance.
DBX: Execution And Buybacks Will Shape Future Earnings Multiple Constraints
For Dropbox, the analyst price target in this framework increases from $20.00 to $21.00 as analysts factor in recent target cuts from Citi, UBS, RBC Capital, and JPMorgan, along with updated assumptions for growth, profitability, and future P/E. Analyst Commentary Recent Street research on Dropbox reflects a cautious tone, with several bearish analysts trimming price targets and one downgrade in coverage.DBX: Future Earnings Profile Will Depend On Core Stability And New Product Execution
Our updated narrative trims the analyst price target for Dropbox from $28.57 to $25.50, reflecting a series of recent target cuts from $30 to $27, $27 to $23, $35 to $30, and $29 to $25 as analysts point to ongoing growth challenges, mixed results, and limited evidence of traction from newer products like Dash. Analyst Commentary Recent research points to a more cautious stance on Dropbox, with several firms trimming their price targets and emphasizing execution on growth initiatives and new products like Dash as key swing factors for valuation.
DBX: Buybacks And AI Investment Will Support Higher Future Pricing
The analyst price target for Dropbox has been reduced from $35 to $30 as analysts factor in mixed recent results, ongoing growth challenges, and questions around the pace of adoption and monetization for new products like Dash. Analyst Commentary Recent Street research on Dropbox reflects a cautious stance overall, but there are still some constructive signals for investors who are focused on execution and valuation.Dropbox: Rich FCF That Can't Be Sustained As Users Leave
Feb 20DBX: Execution And Competitive Pressures Will Constrain Future Earnings Multiple
Analysts kept their $20.00 fair value estimate for Dropbox steady while slightly adjusting assumptions around discount rate, revenue growth, margins and future P/E to reflect updated views on the risk profile and earnings power, without changing the overall valuation anchor. Analyst Commentary While the fair value estimate for Dropbox remains unchanged at $20.00, some elements of Street research highlight risks that readers should keep in mind when thinking about valuation and execution.DBX: Q3 Margin Strength And Guidance Shifts Will Shape Fair Value Outlook
Analysts have inched their fair value estimate for Dropbox higher to $28.57 from $28.13, reflecting updated assumptions around a slightly higher discount rate, a modest decline in expected revenue growth, a marginally stronger profit margin, and a lower future P/E multiple in light of recent research that includes RBC Capital's price target move to $38 after what it called decent Q3 results. Analyst Commentary Recent Street research on Dropbox has focused on how the latest quarterly results line up against expectations and what that might mean for valuation.DBX: Q3 Outperformance And Buybacks Will Support Higher Future Pricing
Analysts raised their fair value estimate for Dropbox to US$35 from US$32, citing the recent price target increase from US$35 to US$38 at RBC Capital and research that highlights stronger than expected Q3 revenue, billings, and operating margins, despite slightly softer annual recurring revenue. Analyst Commentary For Dropbox, bullish analysts are pointing to the recent price target increase to US$38 as a sign of confidence in how the company is executing against expectations.DBX: Rising Execution Risks Will Pressure Long Term Earnings Multiple
Analysts have modestly reduced their fair value estimate for Dropbox from $23.00 to $20.00 per share, reflecting a higher assumed discount rate, while also acknowledging slightly better long term margin prospects and a lower future earnings multiple. Analyst Commentary While recent earnings have demonstrated resilient profitability and solid execution, bearish analysts continue to flag a disconnect between Dropbox's share price and its long term fundamental outlook.Why We Think Shareholders May Be Considering Bumping Up Dropbox, Inc.'s (NASDAQ:DBX) CEO Compensation
May 08
Dropbox: Losing Customers, Market Share, And Revenue
Mar 21Dropbox: I Expect Further Downside
Feb 26Dropbox: Low Growth, Fair Valuation And Competition Risks
Feb 18Dropbox: Terminal Value Component Remains An Enduring Question Mark
Jan 29Dropbox: Redundant With No Credible Pivots
Dec 27Dropbox: This Situation Is A Falling Knife
Nov 12Dropbox: Business Has A Poor Competitive Position
Oct 03Dropbox: A Buyout Might Save This From The Stall Warning (Technical Analysis)
Sep 02
Expanding Into AI With Dash Could Spur Growth Amidst Team Segment Struggles And Margin Pressures
Enhanced features like AI-enabled Dash and FSS encryption aim to boost revenue by attracting new users and retaining existing ones.After Earnings Beat, Dropbox Growth Is Worth Keeping An Eye On
Aug 12Dropbox: The Growth Engine Has Sputtered (Rating Downgrade)
Jun 06Dropbox: Attractive Forward Returns With Upside
May 07Dropbox: Revenue Growth May Come Under Pressure (Rating Downgrade)
Apr 02CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Dec 31 2025 | US$2m | US$800k | US$508m |
| Sep 30 2025 | n/a | n/a | US$503m |
| Jun 30 2025 | n/a | n/a | US$485m |
| Mar 31 2025 | n/a | n/a | US$470m |
| Dec 31 2024 | US$2m | US$756k | US$452m |
| Sep 30 2024 | n/a | n/a | US$577m |
| Jun 30 2024 | n/a | n/a | US$584m |
| Mar 31 2024 | n/a | n/a | US$517m |
| Dec 31 2023 | US$2m | US$625k | US$454m |
| Sep 30 2023 | n/a | n/a | US$555m |
| Jun 30 2023 | n/a | n/a | US$524m |
| Mar 31 2023 | n/a | n/a | US$543m |
| Dec 31 2022 | US$1m | US$625k | US$553m |
| Sep 30 2022 | n/a | n/a | US$350m |
| Jun 30 2022 | n/a | n/a | US$342m |
| Mar 31 2022 | n/a | n/a | US$368m |
| Dec 31 2021 | US$2m | US$606k | US$336m |
| Sep 30 2021 | n/a | n/a | -US$135m |
| Jun 30 2021 | n/a | n/a | -US$177m |
| Mar 31 2021 | n/a | n/a | -US$248m |
| Dec 31 2020 | US$1m | US$588k | -US$256m |
| Sep 30 2020 | n/a | n/a | US$83m |
| Jun 30 2020 | n/a | n/a | US$33m |
| Mar 31 2020 | n/a | n/a | -US$6m |
| Dec 31 2019 | US$1m | US$700k | -US$53m |
報酬と市場: Drewの 総報酬 ($USD 2.17M ) は、 US市場 ($USD 8.55M ) の同様の規模の企業の平均を下回っています。
報酬と収益: Drewの報酬は過去 1 年間で 20% 以上増加しました。
CEO
Drew Houston (42 yo)
18.9yrs
在職期間
US$2,166,622
報酬
Mr. Andrew W. Houston, also known as Drew, co-founded Dropbox Inc. and has been its Chief Executive Officer and Director since June 2007 and also serves as its Chairman. He served as President of Dropbox I...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | 18.9yrs | US$2.17m | 35.17% $ 2.1b | |
| Chief Financial Officer | less than a year | US$372.92k | 0.34% $ 20.3m | |
| Chief Technology Officer | 1.2yrs | US$17.20m | 0.017% $ 1.1m | |
| Chief Legal Officer | 1.2yrs | US$5.94m | 0.16% $ 9.9m | |
| GM & Senior VP of Core Products | 1.5yrs | US$17.26m | 0.27% $ 16.4m | |
| Chief Accounting Officer | less than a year | データなし | 0.058% $ 3.5m | |
| Chief Communications Officer | no data | データなし | データなし | |
| Chief People Officer | 6.8yrs | データなし | データなし | |
| Chief Business Officer | less than a year | データなし | データなし |
1.2yrs
平均在職期間
46yo
平均年齢
経験豊富な経営陣: DBXの経営陣は 経験豊富 とはみなされません ( 1.2年の平均在職年数)。これは新しいチームを示唆しています。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | 18.9yrs | US$2.17m | 35.17% $ 2.1b | |
| Independent Director | 10.1yrs | US$320.65k | 0.13% $ 8.0m | |
| Independent Director | 1.3yrs | US$386.29k | 0.0011% $ 69.7k | |
| Independent Director | 6.8yrs | US$334.39k | 0.0045% $ 274.1k | |
| Independent Director | 5.4yrs | US$310.00k | 0.020% $ 1.2m | |
| Independent Director | 4.2yrs | US$310.00k | 0.013% $ 770.1k | |
| Independent Director | 2.4yrs | US$312.50k | データなし | |
| Lead Independent Director | 6.8yrs | US$323.30k | 0.0054% $ 326.8k |
6.1yrs
平均在職期間
56yo
平均年齢
経験豊富なボード: DBXの 取締役会 は 経験豊富 であると考えられます ( 6.1年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/06 03:16 |
| 終値 | 2026/05/06 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
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| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Dropbox, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21
| アナリスト | 機関 |
|---|---|
| Edward Magi | Berenberg |
| Zane Chrane | Bernstein |
| Matthew Bullock | BofA Global Research |