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Dropbox(DBX) - 2025 Q1 - Earnings Call Presentation
2025-05-09 17:05
Financial Performance - Dropbox's TTM revenue reached $2542 billion, with a growth of 08%[8] - The company's TTM Non-GAAP gross margin stood at 836%[8] - TTM Non-GAAP operating margin was 377%[8] - Dropbox generated $859 million in TTM free cash flow[8] - The company had 1816 million paying users as of March 31, 2025[8] Business Strategy and Products - Dropbox is evolving from syncing files to organizing all cloud content, leveraging AI for content organization, security, and data insights[18] - The company offers File Sync and Share (FSS) plans for individuals and business teams, with varying storage capacities and pricing[21] - Dropbox Dash for Business combines universal search and organization with content access control[74] Market and User Metrics - Dropbox has a globally recognized brand presence in 180 countries[43] - The United States accounts for 57% of Dropbox's Q1'25 revenue[45] - International revenue contributes 43% to Dropbox's Q1'25 revenue[47] - The company secures and organizes over 1 trillion pieces of content[51]