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 acceptable track record.

Advertisement

Weekly Picks

CE
Ceazar
SPAI logo
Ceazar on Sparc AI ·

When GPS fails: this small cap is fixing a $54B drone problem

Fair Value:CA$5.2535.8% undervalued
144 users have followed this narrative
0 users have commented on this narrative
26 users have liked this narrative
HA
HarishPK
DOX logo
HarishPK on Amdocs ·

Why Amdocs is a high conviction Buy for me?

Fair Value:US$82.0332.6% undervalued
27 users have followed this narrative
3 users have commented on this narrative
10 users have liked this narrative
IV
SBMO logo
Ivoed on SBM Offshore ·

Why SBM Offshore’s €30 Share Price May Be Too Harsh On Its Backlog

Fair Value:€44.529.5% undervalued
13 users have followed this narrative
0 users have commented on this narrative
4 users have liked this narrative
CL
Clive_Thompson
6831 logo
Clive_Thompson on Green Tea Group ·

One of China's Fastest-Growing Restaurant Chains Trades on Just 7x Earnings and an 8% Dividend

Fair Value:HK$8.726.1% undervalued
37 users have followed this narrative
3 users have commented on this narrative
18 users have liked this narrative

Updated Narratives

TI
TickerTickle
FIG logo
TickerTickle on Figma ·

Figma (FIG): The S&P 500’s Design Standard Turning Into an All-in-One Platform

Fair Value:US$22.3625.9% overvalued
62 users have followed this narrative
7 users have commented on this narrative
0 users have liked this narrative
JO
John_Eric
MELI logo
John_Eric on MercadoLibre ·

MercadoLibre and the Spreadsheet Trick That Decides Everything

Fair Value:US$7.31k73.7% undervalued
23 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
DZ
DIA logo
Dzitkowskik on Diagnostyka ·

Diagnostyka SA: Solidny lider, który już nie jest tani

Fair Value:zł163.280.7% overvalued
1 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

Popular Narratives

OS
oscargarcia
NVDA logo
oscargarcia on NVIDIA ·

The company that went from selling GPUs to gamers to becoming the AI arms dealer of the 21st century.

Fair Value:US$28021.7% undervalued
256 users have followed this narrative
9 users have commented on this narrative
16 users have liked this narrative
CU
MSFT logo
CubanEros on Microsoft ·

A wonderful business at reasonable price.

Fair Value:US$419.9116.1% overvalued
125 users have followed this narrative
0 users have commented on this narrative
7 users have liked this narrative
TR
tripledub
GOOGL logo
tripledub on Alphabet ·

Warren Buffett Just Bet $10 Billion on Google. The Catch? You May Already Be Too Late.

Fair Value:US$202.6278.9% overvalued
138 users have followed this narrative
1 users have commented on this narrative
18 users have liked this narrative

Trending Discussion