Categories AlphaGraphs, Earnings, Technology

Dropbox Q4 Earnings Preview: All eyes on paid subs, ARPU and HelloSign acquisition

Just two weeks after closing the HelloSign deal, Dropbox (NASDAQ: DBX) is reporting its fourth quarter results on February 21, after the bell. The collaboration platform listed on the stock market in March and the stock has soared 24% since the IPO. In 2019, shares are up 27% post the HelloSign acquisition.

Street Expectations

Analysts are expecting Dropbox Q4 earnings to come in at $0.08 on revenue of $370 million. On a sequential basis, EPS is forecasted to decrease 27% while the top line is about to witness a 3% lift. In the Q3 period, Dropbox reported better-than-expected results due to the steady growth in the paid subscribers and average revenue per user (ARPU). For the fourth quarter, Wall Street would be looking at the growth trend of two key metrics of the sharing platform: paying users and ARPU.

Dropbox third quarter 2018 Earnings Infographic

It’s worth noting that Dropbox generates 90% of revenue via self-service channels. Hence, analysts would be eager to see how the company is able to convert a large number of registered users to a paid user, which would result in higher ARPUs. Another important aspect would be the company’s ability to upgrade existing paid subscribers from lower-tier plans to higher-tier ones.

Related: Egnyte: The Dropbox-rival that is backed by Google

Deal Benefits

Last month, Dropbox unveiled its plans to acquire HelloSign for $230 million in an all-cash deal. This deal would mark its foray into the enterprise market which means the firm would be competing with the likes of Adobe (ADBE) and DocuSign (DOCU). HelloSign deal would help Dropbox to provide workflow, e-signature and document automation to its existing customers. Both the firms can cross-sell their services to the subscribers which would result in improved profitability.

The deal is touted to be the largest purchase of the collaboration platform since its launch in 2007. Investors would be expecting more commentary from the management about the deal synergies and how it would help the firm to grow its customer base and top line. HelloSign acquisition would help the firm to tackle competition from its rivals Box (BOX), Google Drive (GOOG), Microsoft (MSFT), and Amazon (AMZN).

You May Also Like: DocuSign Q3 2019 Earnings Call Transcript

Box is scheduled to report its fourth quarter results on February 27 after the bell. In the Q3 period, the file-sharing firm topped estimates and raised its full-year outlook, resulting in the stock surging 3% post the announcement. Goldman Sachs initiated Box coverage earlier this month with a buy rating and expects the stock to touch $31, which is an increase of 30% from the current stock price level of $24.

Bottom Line

Dropbox has set a solid foundation and had started 2019 on a good note. Now it has to make inroads into the enterprise market taking on the biggies and broadening its customer base. It also needs to keep a tab on expenses and make sure its margins are intact to lift growth and improve earnings in the near future.

Browse through our earnings calendar and get all scheduled earnings announcements, analyst/investor conference, and much more!

Most Popular

Tyson Foods (TSN) Q1 2023 Earnings: Key financials and quarterly highlights

Tyson Foods Inc. (NYSE: TSN) reported first quarter 2023 earnings results today. Sales rose 2.5% year-over-year to $13.2 billion. Net income attributable to Tyson was $316 million, or $0.88 per

After weak start to 2023, Apple (AAPL) sees some bright spots

Apple Inc. (NASDAQ: AAPL) this week reported its first revenue decline in more than three years, even as the high inflation continues to squeeze customers’ spending power. Sales of the

Earnings: Qualcomm (QCOM) Q1 profit falls on lower revenues

Chipmaker Qualcomm, Inc. (NASDAQ: QCOM) has reported lower earnings and revenues for the first quarter of 2023. The company also provided guidance for the second quarter of 2023. At $9.5

Comments

  1. Pingback: teak furniture
  2. Pingback: Heavy R
  3. Pingback: Heavy News
  4. Pingback: ff tool hack
  5. Pingback: ff tools pro
  6. Pingback: ThopTV APK Pro
  7. Pingback: neuken
  8. Pingback: bargallo
  9. Pingback: bargallo
  10. Pingback: FFH4X
  11. Pingback: épave automobile
  12. Pingback: Epaviste
  13. Pingback: Epaviste
  14. Pingback: Epaviste gratuit
  15. Pingback: Epaviste
  16. Pingback: Epaviste gratuit
  17. Pingback: Epaviste gratuit
  18. Pingback: Epaviste gratuit
  19. Pingback: épave automobile
  20. Pingback: enlevement epave
  21. Pingback: Epaviste gratuit
  22. Pingback: เว็บ123
  23. Pingback: ไพ่แคง
  24. Pingback: naza
  25. Pingback: sexy
  26. Pingback: คาสิโน
  27. Pingback: เว็บ123
  28. Pingback: sa casino
  29. Pingback: vape carts
  30. Pingback: WordPress Hosting
  31. Pingback: Epaviste
  32. Pingback: Epaviste
  33. Pingback: épave automobile
  34. Pingback: Hemp T-shirt
  35. Pingback: CZ P10C FOR SALE
  36. Pingback: FLINTLOCK PISTOL
  37. Pingback: Glock 43x
  38. Pingback: nivea
  39. Pingback: Buy This Domain
  40. Pingback: classic books
  41. Pingback: Qualified Writings
  42. Pingback: mango juul pod
  43. Pingback: delta 8 juul pods
  44. Pingback: Bell’s Whiskey
  45. Pingback: Buy This Domain
  46. Pingback: สล็อต pg
  47. Pingback: สล็อต
  48. Pingback: Tecno Spark 5
  49. Pingback: Hp Printer
  50. Pingback: Tecno Phones
  51. Pingback: karen ball
  52. Pingback: vintage posters
  53. Pingback: vintage posters
  54. Pingback: concerta for sale
  55. Pingback: slayer sneakers
  56. Pingback: slayer sneakers
  57. Pingback: slayer sneakers
  58. Pingback: lowe's tile
  59. Pingback: backsplash tile
  60. Pingback: Cocaine for Sale
  61. Pingback: Buy MDMA Online
  62. Pingback: wikipedia.or.id
  63. Pingback: massage machine
  64. Pingback: zemits machine
  65. Pingback: breaking news
  66. Pingback: sports news
  67. Pingback: Breaking news
  68. Pingback: laptops
  69. Pingback: itness news
  70. Pingback: Crime news
  71. Pingback: my sources
  72. Pingback: browse this site
  73. Pingback: go now
  74. Pingback: Go Here
  75. Pingback: these details
  76. Pingback: click for source
  77. Pingback: Visit Your URL
  78. Pingback: go to my blog
  79. Pingback: زواج
  80. Pingback: study in egypt
  81. Pingback: 45 ACP Ammo
  82. Pingback: Colt 1911 for Sale
  83. Pingback: Firearms Site
  84. Pingback: Guns on Sale
  85. Pingback: Glock 17 for Sale
  86. Pingback: SpytoStyle.Com
  87. Pingback: SpyToStyle
  88. Pingback: spytostyle.com
  89. Pingback: SpytoStyle.Com
  90. Pingback: SpyToStyle
  91. Pingback: spytostyle.com
  92. Pingback: ban ca h5
  93. Pingback: soi cau 247
  94. Pingback: g88vin
  95. Pingback: sieuno
  96. Pingback: so em xui la gi
  97. Pingback: Game bài
  98. Pingback: yacht rental miami
  99. Pingback: Men's Dress Shirts
  100. Pingback: tracker device
  101. Pingback: obd tracking
  102. Pingback: Cảm xúc là gì
  103. Pingback: Trần Bá Dương
  104. Pingback: Thói quen là gì
  105. Pingback: vnhoi
  106. Pingback: vnhoi
  107. Pingback: vnhoi
  108. Pingback: vnhoi
  109. Pingback: vnhoi
  110. Pingback: fue
  111. Pingback: future university
  112. Pingback: Mynet
  113. Pingback: Al Arabiya News
  114. Pingback: GLOCK 42 For Sale
  115. Pingback: GLOCK 23 For Sale
  116. Pingback: GLOCK 48 For Sale
  117. Pingback: Cousinpat
  118. Pingback: smed
  119. Pingback: Gokyo Lake Trek
  120. Pingback: Everest Short Trek
  121. Pingback: Yala Peak Climbing
  122. Pingback: ???? ?????
  123. Pingback: ???? ?????
  124. Pingback: ???? ?????
  125. Pingback: ???? ?????
  126. Pingback: ???? ?????
  127. Pingback: Healthcare tips
  128. Pingback: Fitness Info
  129. Pingback: Healthcare tips
  130. Pingback: Fitness Info
  131. Pingback: jeremiah robles
  132. Pingback: onOverseas
  133. Pingback: onOverseas
  134. Pingback: onOverseas
  135. Pingback: onOverseas
  136. Pingback: onOverseas
  137. Pingback: onOverseas
  138. Pingback: onOverseas
  139. Pingback: onOverseas
  140. Pingback: onOverseas
  141. Pingback: onOverseas
  142. Pingback: onOverseas
  143. Pingback: onOverseas
  144. Pingback: onOverseas
  145. Pingback: onOverseas
  146. Pingback: onOverseas
  147. Pingback: onOverseas
  148. Pingback: onOverseas
  149. Pingback: onOverseas
  150. Pingback: onOverseas
  151. Pingback: Innovation Center
  152. Pingback: future university
  153. Pingback: fue
  154. Pingback: Arie Baisch
  155. Pingback: fue
  156. Pingback: fue
  157. Pingback: future university
  158. Pingback: fue
  159. Pingback: future university
  160. Pingback: Bluehost review
  161. Pingback: fue
  162. Pingback: future university
  163. Pingback: future university
  164. Pingback: fue
  165. Pingback: ABCD 1
  166. Pingback: fue
  167. Pingback: parcours ninja
  168. Pingback: cage ninja warrior
  169. Pingback: parcours ninja
  170. Pingback: seated dips
  171. Pingback: leg extensions
  172. Pingback: terrains de jeux
  173. Pingback: Lila Lovely
  174. Pingback: slots games
  175. Pingback: birutoto rtp slot
  176. Pingback: buy-domains
  177. Pingback: qq1221
  178. Pingback: calendula oil
  179. Pingback: organic foot cream
  180. Pingback: stop crying
  181. Pingback: valentine gift
  182. Pingback: valentine gift
  183. Pingback: m-paspor online
  184. Pingback: nail salon near me
  185. Pingback: Click Here
  186. Pingback: Click Here
  187. Pingback: Click Here
  188. Pingback: Click Here
  189. Pingback: Click Here
  190. Pingback: Click Here
  191. Pingback: netflix age rating
  192. Pingback: Click Here
  193. Pingback: Click Here
  194. Pingback: Click Here
  195. Pingback: Click Here
  196. Pingback: Click Here
  197. Pingback: Click Here
  198. Pingback: Click Here
  199. Pingback: Click Here
  200. Pingback: Click Here
  201. Pingback: Click Here
  202. Pingback: Click Here
  203. Pingback: Click Here
  204. Pingback: Click Here
Add Comment
Loading...
Cancel
Viewing Highlight
Loading...
Highlight
Close
Top