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

Dropbox Reports Third Quarter 2026 Results And Announces $350 Million Tigris Acquisition

Mixed Impact 3 of 5 earnings

Dropbox reported third-quarter 2026 revenue of $637.3 million, representing a 0.5% year-over-year increase, alongside GAAP net income of $116.1 million. The company also announced a planned $350.0 million cash acquisition of Tigris Data and the launch of DBX Agent Cloud to expand into AI infrastructure.

Key points

  • Total revenue was $637.3 million for the quarter ended September 30, 2026, up 0.5% year-over-year.
  • GAAP net income was $116.1 million, and non-GAAP net income reached $197.8 million.
  • Announced an agreement to acquire Tigris Data for approximately $350.0 million in cash.
  • Total annual recurring revenue reached $2.555 billion, an increase of 0.8% year-over-year.

The filing

CompanyDropbox (DBX)
Form8-K, current report
Filed with the SECNov 5, 2026, 4:06 PM ET
Accession number0001467623-26-000058

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

Read the filing on SEC.gov ↗

Written by AI (Google Gemini, gemini-3.5-flash-lite) on Nov 6, 2026, 5:19 PM ET, from the text of the filing and its press-release exhibits only.

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.