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Dropbox raises 2025 revenue guidance to $2.514B as Dash scales and operating margin outlook improves Nov. 06, 2025 8:46 PM ETDropbox, Inc. (DBX) StockAI-Generated Earnings Calls Insights Comments Earnings Call Insights: Dropbox (DBX) Q3 2025 Management View CEO Andrew Houston stated that "constant currency revenue came in comfortably ahead of guidance, driven primarily by better-than-expected retention across our individual and self-serve teams plans." He highlighted significant progress on two strategic priorities: scaling Seeking Alpha's Disclaimer: The earnings call insights are compilations of earnings call transcripts and other content available on the Seeking Alpha website. The insights are generated by an AI tool and have not been curated or reviewed by editors. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of the earnings call insights cannot be guaranteed. Please see full earnings call transcripts here. The earnings call insights are intended for informational purposes only. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Quick Insights Dash's launch contributed to raised revenue and operating margin guidance, helped by strong early adoption and improved retention metrics across key business lines. Dropbox faces revenue headwinds from exiting FormSwift, elevated managed sales channel downsells, and risks around API access with major app integrations. Dropbox is investing in AI talent, headcount, and marketing to support Dash growth, while also pursuing disciplined share repurchases and emphasizing operational efficiency. Recommended For You More Trending News
