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AI brief of an SEC Form 8-K · Dropbox (DBX)

Dropbox Q3 revenue falls 0.7% to $634.4 million while GAAP net income rises to $123.8 million

Mixed Impact 3 of 5 earnings Written later

Dropbox reported fiscal third-quarter 2025 results for the quarter ended September 30, 2025, in a press release furnished as Exhibit 99.1. Revenue declined 0.7% year over year, while GAAP net income and diluted earnings per share increased from the prior year, and the filing does not include forward guidance, which the company said it would provide on its conference call.

Key points

  • Revenue was $634.4 million, down 0.7% from $638.8 million a year earlier; Total ARR was $2.536 billion, down 1.7%.
  • GAAP diluted EPS was $0.47, up from $0.34; non-GAAP diluted EPS was $0.74, up from $0.60.
  • Net cash from operating activities was $302.1 million and free cash flow was $293.7 million, compared with $274.2 million and $270.1 million a year earlier.
  • Paying users totaled 18.07 million, down from 18.24 million; the filing states no revenue guidance figures.

The filing

CompanyDropbox (DBX)
Form8-K, current report
Filed with the SECNov 6, 2025, 4:06 PM ET
Accession number0001467623-25-000127

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 12:57 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 06, 2025.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.