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DBDBX

What DROPBOX promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

31 of 31 judged targets kept · 26 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Q2 2026 diluted weighted average shares outstanding226 million to 231 million sharesMar 2026Jun 2026:Diluted EPS was $0.75 compared to $0.71 in the year ago quarter based on the 226.8 million diluted weighted average shares outstanding
Call transcript, Jun 2026 · no direct link
Achieved
Full-year 2026 diluted weighted average shares outstanding227 million to 232 million sharesDec 2025Jun 2026:we expect our full year weighted average shares outstanding to increase to approximately 226 to 231 million shares as a result of an increase in our 30-day trailing average share price
Call transcript, Jun 2026 · no direct link
Revised Down
Full-year 2026 additions to finance lease lines as a percent of revenueapproximately 4% of revenueDec 2025Jun 2026:in addition to finance lease lines to be approximately 4% of revenue
Call transcript, Jun 2026 · no direct link
On Track

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open DROPBOX’s full ledger

A free account opens 5 company ledgers a month. All 57 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 57 tracked commitments for DROPBOX

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.