DBX News and Press, Dropbox Inc From 05/20/22

If you've been waiting for overpriced high-growth stocks to crash, you may take glee as the Fed really turns the screws on interest rates. There are reasons (not very good ones) why Micron was so cheap before the market sold off, and now its valuation multiples are even lower (compell...

Seth Klarman's Baupost fund acquired new positions in Gray Television (GTN) with 1.29M shares, BellRing Brands (BRBR) with 0.48M shares and POST (POST) with 0.38M shares as disclosed in its recent Q2 filing. The fund expanded stakes in ironSource (IS) to 7.94M shares from ~4M shares, in Dropb...

Stock Traders Daily has produced this trading report using a proprietary method.  This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This report optimizes tradi...

Seth Klarman’s 13F portfolio value decreased from $10.13B to $9.30B this quarter. Baupost Group increased Fiserv, Dropbox, Encompass Health, Nuvation Bio, and ironSource while reducing Joby Aviation and dropping Pershing Square Tontine and NortonLifeLock. The portfolio cont...

Investors bailed out of tech and growth stocks even as tech insiders added more. Insider buying on the XLK ETF has surged to the highest in the last ten years. We discuss why the bottoming in tech and growth stocks could be forming. Subsequently, we believe the outperformance in growt...

Dropbox's business is excellent and its services are sticky. Over the years, the number of paying users has continued to increase, managing not to be crushed by the competition. The business requires little capital expenditure, and this allows Dropbox to generate tons of FCF. This low...

Shares of Dropbox rallied modestly after the company posted strong Q1 results. Revenue grew at 10% y/y, beating the high-single-digit target that Wall Street had set. Meanwhile, operating margins continue to tick upward while free cash flow expansion is settling into high gear. ...

Image source: The Motley Fool. Dropbox, Inc. (NASDAQ: DBX) Q1 2022 Earnings Call May 05, 2022 , 5:00 p.m. ET Operator Continue reading For further details see: Dropbox, Inc. (DBX) Q1 2022 Earnings Call Transcript

The following slide deck was published by Dropbox, Inc. in conjunction with their 2022 Q1 earnings call. For further details see: Dropbox, Inc. 2022 Q1 - Results - Earnings Call Presentation

Dropbox press release (NASDAQ:DBX): Q1 Non-GAAP EPS of $0.38 in-line. Revenue of $562.4M (+9.9% Y/Y) beats by $3.31M. Total ARR ended at $2.290 billion, an increase of 8.4% from the same period last year.  Paying users ended at 17.09 million, as compared to 15.83 million for the same per...