Dropbox Q4 Earnings Call Highlights

Tennenbaum said the company’s revenue outperformance versus guidance was driven “primarily by retention improvements across our self-serve SKUs.” Total ARR ended the quarter at $2.526 billion, down 190 basis points year-over-year. Excluding FormSwift, ARR was down 30 basis points year-over-year, with FormSwift representing a 160 basis point headwind to ARR.Chief Financial Officer Ross Tennenbaum, who joined Dropbox in December and delivered his first earnings call in the role, reported fourth-quarter revenu ...