Dropbox Second Quarter 2025 Earnings: Beats Expectations

Advertisement

Dropbox (NASDAQ:DBX) Second Quarter 2025 Results

Key Financial Results

  • Revenue: US$625.7m (down 1.4% from 2Q 2024).
  • Net income: US$125.6m (up 14% from 2Q 2024).
  • Profit margin: 20% (up from 17% in 2Q 2024). The increase in margin was driven by lower expenses.
  • EPS: US$0.46 (up from US$0.34 in 2Q 2024).
earnings-and-revenue-growth
NasdaqGS:DBX Earnings and Revenue Growth August 9th 2025

All figures shown in the chart above are for the trailing 12 month (TTM) period

Dropbox Revenues and Earnings Beat Expectations

Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 15%.

Looking ahead, revenue is expected to decline by 1.1% p.a. on average during the next 3 years, while revenues in the Software industry in the US are expected to grow by 13%.

Performance of the American Software industry.

The company's shares are up 1.7% from a week ago.

Risk Analysis

What about risks? Every company has them, and we've spotted 2 warning signs for Dropbox (of which 1 makes us a bit uncomfortable!) you should know about.

New: Manage All Your Stock Portfolios in One Place

We've created the ultimate portfolio companion for stock investors, and it's free.

• Connect an unlimited number of Portfolios and see your total in one currency
• Be alerted to new Warning Signs or Risks via email or mobile
• Track the Fair Value of your stocks

Try a Demo Portfolio for Free

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

About NasdaqGS:DBX

Dropbox

Provides a content collaboration platform in the United States and internationally.

Undervalued with questionable track record.

Advertisement

Weekly Picks

TA
Talos
TSLA logo
Talos on Tesla ·

The "Physical AI" Monopoly – A New Industrial Revolution

Fair Value:US$665.3637.3% undervalued
35 users have followed this narrative
14 users have commented on this narrative
18 users have liked this narrative
MA
CSG logo
Marek_Trnka on CSG ·

Czechoslovak Group - is it really so hot?

Fair Value:€5548.6% undervalued
38 users have followed this narrative
1 users have commented on this narrative
13 users have liked this narrative
AL
alex30free
SECARE logo
alex30free on Swedencare ·

The Compound Effect: From Acquisition to Integration

Fair Value:SEK 46.2846.8% undervalued
10 users have followed this narrative
0 users have commented on this narrative
1 users have liked this narrative

Updated Narratives

DO
Double_Bubbler
MDAI logo
Double_Bubbler on Spectral AI ·

Spectral AI: First of Its Kind Automated Wound Healing Prediction

Fair Value:US$569.0% undervalued
1 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
DO
Double_Bubbler
ENSI logo
Double_Bubbler on EnSilica ·

Why EnSilica is Worth Possibly 13x its Current Price

Fair Value:UKÂŁ590.1% undervalued
113 users have followed this narrative
17 users have commented on this narrative
0 users have liked this narrative
QU
SOFI logo
Quant_Trader on SoFi Technologies ·

SoFi Technologies will ride a 33% revenue growth wave in the next 5 years

Fair Value:US$39.9851.0% undervalued
1 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

Popular Narratives

DA
davidlsander
UBI logo
davidlsander on Ubisoft Entertainment ·

Is Ubisoft the Market’s Biggest Pricing Error? Why Forensic Value Points to €33 Per Share

Fair Value:€33.886.3% undervalued
58 users have followed this narrative
5 users have commented on this narrative
25 users have liked this narrative
AN
AnalystConsensusTarget
NVDA logo
AnalystConsensusTarget on NVIDIA ·

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Fair Value:US$253.0227.7% undervalued
1071 users have followed this narrative
6 users have commented on this narrative
32 users have liked this narrative
AN
AnalystConsensusTarget
MSFT logo
AnalystConsensusTarget on Microsoft ·

Analyst Commentary Highlights Microsoft AI Momentum and Upward Valuation Amid Growth and Competitive Risks

Fair Value:US$603.2233.5% undervalued
1272 users have followed this narrative
2 users have commented on this narrative
9 users have liked this narrative

Trending Discussion

Advertisement