Short answer
Dropbox Inc (DBX) filed its Q1 2019 10-Q quarterly report on May 10, 2019 for the quarter ended Mar 31, 2019.
Dropbox Inc Q1 2019 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $385.6M, up 22% YoY from $316.3M, driven by 15% paying-user growth
- Gross margin increased 12% YoY; operating margin (6)% vs (147)% YoY
- Paying users 13.2M vs 11.5M; ARPU $121.04 vs $114.30
- Operating cash flow $63.2M vs $61.8M; free cash flow $33.5M vs $51.9M
- HelloSign acquisition used $172.1M; cash and equivalents $359.2M, short-term investments $556.0M
Risk Factors
- Hellosign acquisition in Q1 2019 added integration risk, including retaining personnel, technology, and operations
- Privacy compliance exposure increased from GDPR, Brexit data-transfer uncertainty, and California Consumer Privacy Act requirements effective January 1, 2020
- Net-neutrality risk changed after FCC rules repeal took effect June 11, 2018, potentially increasing operating expenses
- Near-term growth pressure from 13.2 million paying users versus over 500 million registered users as of March 31, 2019
- Currency exposure: 30% of 2018 sales in non-U.S. dollars, with no hedging program
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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