Is Dropbox Stock a Buy?

24
22
Favorite

Is Dropbox Stock a Buy?

Leo Sun2021-02-25

Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（22）

不是那么好割的小韭菜
·2021-02-26
Pls comment on my post
Reply
Like
Report
不是那么好割的小韭菜
·2021-02-26
Maybe, potential merger ?
Reply
Like
Report
Jinkachu
·2021-02-26
Wow
Reply
1
Report
SereneT
·2021-02-26
Dropbox definitely drop
Reply
1
Report
Fold Replies
- SereneT:
  drop few $ then buy more [财迷]
  2021-02-26
  Reply
  Report
- Couragesther:
  Hahahah that is a good one. Question is drop How much. Please help to like abd comment
  2021-02-26
  Reply
  Report
AzuNyaa
·2021-02-26
Dropbox is still the best file sharing site since it has many unique features not found elsewhere. It's interface and workflow is also better than the rest.
Reply
1
Report
JaNice
·2021-02-26
Fierce competition out there...
Reply
Like
Report
Chloe0e
·2021-02-25
Good question
Reply
Like
Report
handee
·2021-02-25
Buy??
Reply
Like
Report
CirE
·2021-02-25
Let’s see
Reply
Like
Report
Peskythumbs
·2021-02-25
no
Reply
1
Report
Fold Replies
- Tonofash:
  Haha
  2021-02-26
  Reply
  Report
JJ88
·2021-02-25
[微笑]
Reply
Like
Report
Fold Replies
- Atlee8:
  markets are recovering
  2021-02-25
  Reply
  Report
Weewoobee
·2021-02-25
Agree
Reply
Like
Report
Dhruba
·2021-02-25
Agree
Reply
Like
Report
DK95
·2021-02-25
Buy? Don't buy? Buy? Don't buy? Buy? Don't buy? Buy? Don't buy? Buy? Don't buy? Buy? Don't buy? Buy?
Reply
Like
Report
Fold Replies
- Bluem:
  idk man
  2021-02-25
  Reply
  Report
JeremiahWoon
·2021-02-25
I definitely think not
Reply
2
Report
Fold Replies
- JaNice:
  Yea.. agree
  2021-02-26
  Reply
  Report
kuppi
·2021-02-25
Yes, dropbox is a good buy based on many reviews
Reply
Like
Report
CherilynC
·2021-02-25
Agree
Reply
Like
Report
WSBApes
·2021-02-25
Like and comment
Reply
1
Report
JohnnnChong
·2021-02-25
???
Reply
Like
Report
killuz
·2021-02-25
Idk
Reply
Like
Report

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2113367475?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2021-02-25 15:33","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2113367475","market":"us","top_or_hot":-1,"title":"Is Dropbox Stock a Buy?","media":"Leo Sun","content":"<div>\nDropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates...\n\n<a href=\"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/\">Source Link</a>\n\n</div>\n","source":"fool_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Dropbox Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Dropbox Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/>Leo Sun</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nDropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates...\n\n<a href=\"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"DBX","symbol_name":"Dropbox Inc.","start_time":0,"source_url":"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/","article_id":"2113367475","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2113367475","pubTimestamp":1614238434,"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"The cloud storage provider still faces an uphill battle in 2021.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"DBX":"Dropbox Inc."},"translate_title":"Dropbox的股票是买入吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DBX":0.9},"content_text":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in 2019 and 26% growth in 2018. Its growth in paid users also decelerated over the past year.\n\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and a delayed brand campaign during the pandemic reduced its R&D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":368831257,"gmtCreate":1614305821079,"gmtModify":1704770425314,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"Pls comment on my post","listText":"Pls comment on my post","text":"Pls comment on my post","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368831257","repostId":2113367475,"repostType":4,"repost":{"id":"2113367475","pubTimestamp":1614238434,"share":"https://www.laohu8.com/m/news/2113367475?lang=&edition=full","pubTime":"2021-02-25 15:33","market":"us","language":"en","title":"Is Dropbox Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2113367475","media":"Leo Sun","summary":"The cloud storage provider still faces an uphill battle in 2021.","content":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n<img src=\"https://static.tigerbbs.com/9c94cda2768b544bdd620c1e61c47ae7\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in&nbsp;2019 and 26% growth in 2018.&nbsp;Its growth in paid users also decelerated over the past year.\n<img src=\"https://static.tigerbbs.com/2ddc13f2fc431235d2414446686640c4\" tg-width=\"1157\" tg-height=\"286\" referrerpolicy=\"no-referrer\">\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n<img src=\"https://static.tigerbbs.com/aeb45fd326272095fcdcf2cd6dd239dc\" tg-width=\"1158\" tg-height=\"372\">\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and&nbsp;a delayed brand campaign during the pandemic reduced its R&amp;D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n<img src=\"https://static.tigerbbs.com/b9ab2901d555fcdbb4b387c551f2d64c\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Dropbox Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Dropbox Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/>Leo Sun</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nDropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates...\n\n<a href=\"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DBX":"Dropbox Inc."},"source_url":"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2113367475","content_text":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in 2019 and 26% growth in 2018. Its growth in paid users also decelerated over the past year.\n\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and a delayed brand campaign during the pandemic reduced its R&D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":368839561,"gmtCreate":1614305631753,"gmtModify":1704770422529,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"Maybe, potential merger ?&nbsp;","listText":"Maybe, potential merger ?&nbsp;","text":"Maybe, potential merger ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368839561","repostId":2113367475,"repostType":4,"repost":{"id":"2113367475","pubTimestamp":1614238434,"share":"https://www.laohu8.com/m/news/2113367475?lang=&edition=full","pubTime":"2021-02-25 15:33","market":"us","language":"en","title":"Is Dropbox Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2113367475","media":"Leo Sun","summary":"The cloud storage provider still faces an uphill battle in 2021.","content":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n<img src=\"https://static.tigerbbs.com/9c94cda2768b544bdd620c1e61c47ae7\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in&nbsp;2019 and 26% growth in 2018.&nbsp;Its growth in paid users also decelerated over the past year.\n<img src=\"https://static.tigerbbs.com/2ddc13f2fc431235d2414446686640c4\" tg-width=\"1157\" tg-height=\"286\" referrerpolicy=\"no-referrer\">\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n<img src=\"https://static.tigerbbs.com/aeb45fd326272095fcdcf2cd6dd239dc\" tg-width=\"1158\" tg-height=\"372\">\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and&nbsp;a delayed brand campaign during the pandemic reduced its R&amp;D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n<img src=\"https://static.tigerbbs.com/b9ab2901d555fcdbb4b387c551f2d64c\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Dropbox Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Dropbox Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/>Leo Sun</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nDropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates...\n\n<a href=\"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DBX":"Dropbox Inc."},"source_url":"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2113367475","content_text":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in 2019 and 26% growth in 2018. Its growth in paid users also decelerated over the past year.\n\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and a delayed brand campaign during the pandemic reduced its R&D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":368150417,"gmtCreate":1614302054439,"gmtModify":1704770355031,"author":{"id":"3569530406935035","authorId":"3569530406935035","name":"Jinkachu","avatar":"https://static.tigerbbs.com/a47cb60ff4f5df9c8eac85aa6198baa0","vip":1,"crmLevel":3,"crmLevelSwitch":1},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368150417","repostId":2113367475,"repostType":4,"repost":{"id":"2113367475","pubTimestamp":1614238434,"share":"https://www.laohu8.com/m/news/2113367475?lang=&edition=full","pubTime":"2021-02-25 15:33","market":"us","language":"en","title":"Is Dropbox Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2113367475","media":"Leo Sun","summary":"The cloud storage provider still faces an uphill battle in 2021.","content":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n<img src=\"https://static.tigerbbs.com/9c94cda2768b544bdd620c1e61c47ae7\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in&nbsp;2019 and 26% growth in 2018.&nbsp;Its growth in paid users also decelerated over the past year.\n<img src=\"https://static.tigerbbs.com/2ddc13f2fc431235d2414446686640c4\" tg-width=\"1157\" tg-height=\"286\" referrerpolicy=\"no-referrer\">\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n<img src=\"https://static.tigerbbs.com/aeb45fd326272095fcdcf2cd6dd239dc\" tg-width=\"1158\" tg-height=\"372\">\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and&nbsp;a delayed brand campaign during the pandemic reduced its R&amp;D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n<img src=\"https://static.tigerbbs.com/b9ab2901d555fcdbb4b387c551f2d64c\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Dropbox Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Dropbox Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/>Leo Sun</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nDropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates...\n\n<a href=\"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DBX":"Dropbox Inc."},"source_url":"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2113367475","content_text":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in 2019 and 26% growth in 2018. Its growth in paid users also decelerated over the past year.\n\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and a delayed brand campaign during the pandemic reduced its R&D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":368100184,"gmtCreate":1614297240148,"gmtModify":1704770264000,"author":{"id":"3571055014447976","authorId":"3571055014447976","name":"SereneT","avatar":"https://static.tigerbbs.com/9daff821793d9450f5e5b8df34a327e4","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Dropbox definitely drop","listText":"Dropbox definitely drop","text":"Dropbox definitely drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/368100184","repostId":2113367475,"repostType":4,"repost":{"id":"2113367475","pubTimestamp":1614238434,"share":"https://www.laohu8.com/m/news/2113367475?lang=&edition=full","pubTime":"2021-02-25 15:33","market":"us","language":"en","title":"Is Dropbox Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2113367475","media":"Leo Sun","summary":"The cloud storage provider still faces an uphill battle in 2021.","content":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n<img src=\"https://static.tigerbbs.com/9c94cda2768b544bdd620c1e61c47ae7\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in&nbsp;2019 and 26% growth in 2018.&nbsp;Its growth in paid users also decelerated over the past year.\n<img src=\"https://static.tigerbbs.com/2ddc13f2fc431235d2414446686640c4\" tg-width=\"1157\" tg-height=\"286\" referrerpolicy=\"no-referrer\">\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n<img src=\"https://static.tigerbbs.com/aeb45fd326272095fcdcf2cd6dd239dc\" tg-width=\"1158\" tg-height=\"372\">\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and&nbsp;a delayed brand campaign during the pandemic reduced its R&amp;D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n<img src=\"https://static.tigerbbs.com/b9ab2901d555fcdbb4b387c551f2d64c\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Dropbox Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Dropbox Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/>Leo Sun</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nDropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates...\n\n<a href=\"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DBX":"Dropbox Inc."},"source_url":"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2113367475","content_text":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in 2019 and 26% growth in 2018. Its growth in paid users also decelerated over the past year.\n\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and a delayed brand campaign during the pandemic reduced its R&D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3668365,"gmtCreate":1614316782040,"gmtModify":1680778422850,"authorId":3571055014447976,"author":{"id":3571055014447976,"authorId":3571055014447976,"name":"SereneT","avatar":"https://static.tigerbbs.com/9daff821793d9450f5e5b8df34a327e4","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":368100184,"type":1,"supId":3666743,"prevId":0,"content":"drop few $ then buy more [财迷]","text":"drop few $ then buy more [财迷]","html":"drop few $ then buy more [财迷]"},{"id":3666743,"gmtCreate":1614303277295,"gmtModify":1680778395723,"authorId":3557433279201512,"author":{"id":3557433279201512,"authorId":3557433279201512,"name":"Couragesther","avatar":"https://static.tigerbbs.com/fb776fde22322bb11f3651d216a6b06e","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":368100184,"type":1,"supId":0,"prevId":0,"content":"Hahahah that is a good one. Question is drop How much. Please help to like abd comment","text":"Hahahah that is a good one. Question is drop How much. Please help to like abd comment","html":"Hahahah that is a good one. Question is drop How much. Please help to like abd comment"}],"langContent":"EN"},{"id":368364334,"gmtCreate":1614293593228,"gmtModify":1704770207297,"author":{"id":"3560894228634455","authorId":"3560894228634455","name":"AzuNyaa","avatar":"https://static.tigerbbs.com/e65996a02c73a885a74a5e91062fa07e","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"Dropbox is still the best file sharing site since it has many unique features not found elsewhere. It's interface and workflow is also better than the rest.","listText":"Dropbox is still the best file sharing site since it has many unique features not found elsewhere. It's interface and workflow is also better than the rest.","text":"Dropbox is still the best file sharing site since it has many unique features not found elsewhere. It's interface and workflow is also better than the rest.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368364334","repostId":2113367475,"repostType":4,"repost":{"id":"2113367475","pubTimestamp":1614238434,"share":"https://www.laohu8.com/m/news/2113367475?lang=&edition=full","pubTime":"2021-02-25 15:33","market":"us","language":"en","title":"Is Dropbox Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2113367475","media":"Leo Sun","summary":"The cloud storage provider still faces an uphill battle in 2021.","content":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n<img src=\"https://static.tigerbbs.com/9c94cda2768b544bdd620c1e61c47ae7\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in&nbsp;2019 and 26% growth in 2018.&nbsp;Its growth in paid users also decelerated over the past year.\n<img src=\"https://static.tigerbbs.com/2ddc13f2fc431235d2414446686640c4\" tg-width=\"1157\" tg-height=\"286\" referrerpolicy=\"no-referrer\">\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n<img src=\"https://static.tigerbbs.com/aeb45fd326272095fcdcf2cd6dd239dc\" tg-width=\"1158\" tg-height=\"372\">\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and&nbsp;a delayed brand campaign during the pandemic reduced its R&amp;D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n<img src=\"https://static.tigerbbs.com/b9ab2901d555fcdbb4b387c551f2d64c\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Dropbox Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Dropbox Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/>Leo Sun</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nDropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates...\n\n<a href=\"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DBX":"Dropbox Inc."},"source_url":"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2113367475","content_text":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in 2019 and 26% growth in 2018. Its growth in paid users also decelerated over the past year.\n\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and a delayed brand campaign during the pandemic reduced its R&D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":368945072,"gmtCreate":1614277325096,"gmtModify":1704770118711,"author":{"id":"3574939383328580","authorId":"3574939383328580","name":"JaNice","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"Fierce competition out there...","listText":"Fierce competition out there...","text":"Fierce competition out there...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368945072","repostId":2113367475,"repostType":4,"repost":{"id":"2113367475","pubTimestamp":1614238434,"share":"https://www.laohu8.com/m/news/2113367475?lang=&edition=full","pubTime":"2021-02-25 15:33","market":"us","language":"en","title":"Is Dropbox Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2113367475","media":"Leo Sun","summary":"The cloud storage provider still faces an uphill battle in 2021.","content":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n<img src=\"https://static.tigerbbs.com/9c94cda2768b544bdd620c1e61c47ae7\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in&nbsp;2019 and 26% growth in 2018.&nbsp;Its growth in paid users also decelerated over the past year.\n<img src=\"https://static.tigerbbs.com/2ddc13f2fc431235d2414446686640c4\" tg-width=\"1157\" tg-height=\"286\" referrerpolicy=\"no-referrer\">\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n<img src=\"https://static.tigerbbs.com/aeb45fd326272095fcdcf2cd6dd239dc\" tg-width=\"1158\" tg-height=\"372\">\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and&nbsp;a delayed brand campaign during the pandemic reduced its R&amp;D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n<img src=\"https://static.tigerbbs.com/b9ab2901d555fcdbb4b387c551f2d64c\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Dropbox Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Dropbox Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/>Leo Sun</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nDropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates...\n\n<a href=\"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DBX":"Dropbox Inc."},"source_url":"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2113367475","content_text":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in 2019 and 26% growth in 2018. Its growth in paid users also decelerated over the past year.\n\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and a delayed brand campaign during the pandemic reduced its R&D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":368021974,"gmtCreate":1614266909998,"gmtModify":1704769963609,"author":{"id":"3571263191511548","authorId":"3571263191511548","name":"Chloe0e","avatar":"https://static.tigerbbs.com/49aba5b44f31e09c9bab8408cd05f8cf","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Good question","listText":"Good question","text":"Good question","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368021974","repostId":2113367475,"repostType":4,"repost":{"id":"2113367475","pubTimestamp":1614238434,"share":"https://www.laohu8.com/m/news/2113367475?lang=&edition=full","pubTime":"2021-02-25 15:33","market":"us","language":"en","title":"Is Dropbox Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2113367475","media":"Leo Sun","summary":"The cloud storage provider still faces an uphill battle in 2021.","content":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n<img src=\"https://static.tigerbbs.com/9c94cda2768b544bdd620c1e61c47ae7\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in&nbsp;2019 and 26% growth in 2018.&nbsp;Its growth in paid users also decelerated over the past year.\n<img src=\"https://static.tigerbbs.com/2ddc13f2fc431235d2414446686640c4\" tg-width=\"1157\" tg-height=\"286\" referrerpolicy=\"no-referrer\">\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n<img src=\"https://static.tigerbbs.com/aeb45fd326272095fcdcf2cd6dd239dc\" tg-width=\"1158\" tg-height=\"372\">\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and&nbsp;a delayed brand campaign during the pandemic reduced its R&amp;D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n<img src=\"https://static.tigerbbs.com/b9ab2901d555fcdbb4b387c551f2d64c\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Dropbox Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Dropbox Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/>Leo Sun</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nDropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates...\n\n<a href=\"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DBX":"Dropbox Inc."},"source_url":"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2113367475","content_text":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in 2019 and 26% growth in 2018. Its growth in paid users also decelerated over the past year.\n\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and a delayed brand campaign during the pandemic reduced its R&D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":361471134,"gmtCreate":1614258617828,"gmtModify":1704769739937,"author":{"id":"3567590916259475","authorId":"3567590916259475","name":"handee","avatar":"https://static.tigerbbs.com/a96d69a3ab43a08b0f24f51486d6254c","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Buy??","listText":"Buy??","text":"Buy??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361471134","repostId":2113367475,"repostType":4,"repost":{"id":"2113367475","pubTimestamp":1614238434,"share":"https://www.laohu8.com/m/news/2113367475?lang=&edition=full","pubTime":"2021-02-25 15:33","market":"us","language":"en","title":"Is Dropbox Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2113367475","media":"Leo Sun","summary":"The cloud storage provider still faces an uphill battle in 2021.","content":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n<img src=\"https://static.tigerbbs.com/9c94cda2768b544bdd620c1e61c47ae7\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in&nbsp;2019 and 26% growth in 2018.&nbsp;Its growth in paid users also decelerated over the past year.\n<img src=\"https://static.tigerbbs.com/2ddc13f2fc431235d2414446686640c4\" tg-width=\"1157\" tg-height=\"286\" referrerpolicy=\"no-referrer\">\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n<img src=\"https://static.tigerbbs.com/aeb45fd326272095fcdcf2cd6dd239dc\" tg-width=\"1158\" tg-height=\"372\">\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and&nbsp;a delayed brand campaign during the pandemic reduced its R&amp;D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n<img src=\"https://static.tigerbbs.com/b9ab2901d555fcdbb4b387c551f2d64c\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Dropbox Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Dropbox Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/>Leo Sun</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nDropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates...\n\n<a href=\"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DBX":"Dropbox Inc."},"source_url":"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2113367475","content_text":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in 2019 and 26% growth in 2018. Its growth in paid users also decelerated over the past year.\n\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and a delayed brand campaign during the pandemic reduced its R&D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":361401749,"gmtCreate":1614251113781,"gmtModify":1704769622096,"author":{"id":"3574994192793022","authorId":"3574994192793022","name":"CirE","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Let’s see","listText":"Let’s see","text":"Let’s see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361401749","repostId":2113367475,"repostType":4,"repost":{"id":"2113367475","pubTimestamp":1614238434,"share":"https://www.laohu8.com/m/news/2113367475?lang=&edition=full","pubTime":"2021-02-25 15:33","market":"us","language":"en","title":"Is Dropbox Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2113367475","media":"Leo Sun","summary":"The cloud storage provider still faces an uphill battle in 2021.","content":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n<img src=\"https://static.tigerbbs.com/9c94cda2768b544bdd620c1e61c47ae7\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in&nbsp;2019 and 26% growth in 2018.&nbsp;Its growth in paid users also decelerated over the past year.\n<img src=\"https://static.tigerbbs.com/2ddc13f2fc431235d2414446686640c4\" tg-width=\"1157\" tg-height=\"286\" referrerpolicy=\"no-referrer\">\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n<img src=\"https://static.tigerbbs.com/aeb45fd326272095fcdcf2cd6dd239dc\" tg-width=\"1158\" tg-height=\"372\">\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and&nbsp;a delayed brand campaign during the pandemic reduced its R&amp;D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n<img src=\"https://static.tigerbbs.com/b9ab2901d555fcdbb4b387c551f2d64c\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Dropbox Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Dropbox Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/>Leo Sun</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nDropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates...\n\n<a href=\"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DBX":"Dropbox Inc."},"source_url":"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2113367475","content_text":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in 2019 and 26% growth in 2018. Its growth in paid users also decelerated over the past year.\n\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and a delayed brand campaign during the pandemic reduced its R&D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":361555699,"gmtCreate":1614248959511,"gmtModify":1704769586345,"author":{"id":"3561728795184169","authorId":"3561728795184169","name":"Peskythumbs","avatar":"https://static.tigerbbs.com/93a66141406a539311db18c13b9bd688","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"no","listText":"no","text":"no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/361555699","repostId":2113367475,"repostType":4,"repost":{"id":"2113367475","pubTimestamp":1614238434,"share":"https://www.laohu8.com/m/news/2113367475?lang=&edition=full","pubTime":"2021-02-25 15:33","market":"us","language":"en","title":"Is Dropbox Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2113367475","media":"Leo Sun","summary":"The cloud storage provider still faces an uphill battle in 2021.","content":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n<img src=\"https://static.tigerbbs.com/9c94cda2768b544bdd620c1e61c47ae7\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in&nbsp;2019 and 26% growth in 2018.&nbsp;Its growth in paid users also decelerated over the past year.\n<img src=\"https://static.tigerbbs.com/2ddc13f2fc431235d2414446686640c4\" tg-width=\"1157\" tg-height=\"286\" referrerpolicy=\"no-referrer\">\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n<img src=\"https://static.tigerbbs.com/aeb45fd326272095fcdcf2cd6dd239dc\" tg-width=\"1158\" tg-height=\"372\">\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and&nbsp;a delayed brand campaign during the pandemic reduced its R&amp;D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n<img src=\"https://static.tigerbbs.com/b9ab2901d555fcdbb4b387c551f2d64c\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Dropbox Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Dropbox Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/>Leo Sun</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nDropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates...\n\n<a href=\"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DBX":"Dropbox Inc."},"source_url":"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2113367475","content_text":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in 2019 and 26% growth in 2018. Its growth in paid users also decelerated over the past year.\n\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and a delayed brand campaign during the pandemic reduced its R&D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3668675,"gmtCreate":1614319837428,"gmtModify":1680778418144,"authorId":3560467327077768,"author":{"id":3560467327077768,"authorId":3560467327077768,"name":"Tonofash","avatar":"https://static.tigerbbs.com/14e1a03113d6558827ad92bff87c5ba0","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":361555699,"type":1,"supId":0,"prevId":0,"content":"Haha","text":"Haha","html":"Haha"}],"langContent":"EN"},{"id":361503758,"gmtCreate":1614244100674,"gmtModify":1704769488431,"author":{"id":"3573791132602647","authorId":"3573791132602647","name":"JJ88","avatar":"https://static.tigerbbs.com/b66b76318e003dd981bfaf5b6540d311","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/361503758","repostId":2113367475,"repostType":4,"repost":{"id":"2113367475","pubTimestamp":1614238434,"share":"https://www.laohu8.com/m/news/2113367475?lang=&edition=full","pubTime":"2021-02-25 15:33","market":"us","language":"en","title":"Is Dropbox Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2113367475","media":"Leo Sun","summary":"The cloud storage provider still faces an uphill battle in 2021.","content":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n<img src=\"https://static.tigerbbs.com/9c94cda2768b544bdd620c1e61c47ae7\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in&nbsp;2019 and 26% growth in 2018.&nbsp;Its growth in paid users also decelerated over the past year.\n<img src=\"https://static.tigerbbs.com/2ddc13f2fc431235d2414446686640c4\" tg-width=\"1157\" tg-height=\"286\" referrerpolicy=\"no-referrer\">\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n<img src=\"https://static.tigerbbs.com/aeb45fd326272095fcdcf2cd6dd239dc\" tg-width=\"1158\" tg-height=\"372\">\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and&nbsp;a delayed brand campaign during the pandemic reduced its R&amp;D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n<img src=\"https://static.tigerbbs.com/b9ab2901d555fcdbb4b387c551f2d64c\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Dropbox Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Dropbox Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/>Leo Sun</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nDropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates...\n\n<a href=\"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DBX":"Dropbox Inc."},"source_url":"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2113367475","content_text":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in 2019 and 26% growth in 2018. Its growth in paid users also decelerated over the past year.\n\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and a delayed brand campaign during the pandemic reduced its R&D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3660067,"gmtCreate":1614248675517,"gmtModify":1680778298944,"authorId":3570959810686312,"author":{"id":3570959810686312,"authorId":3570959810686312,"name":"Atlee8","avatar":"https://community-static.tradeup.com/news/c489f977595fc5ad3c43665444bae677","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":361503758,"type":1,"supId":0,"prevId":0,"content":"markets are recovering","text":"markets are recovering","html":"markets are recovering"}],"langContent":"CN"},{"id":361245463,"gmtCreate":1614242924552,"gmtModify":1704769468551,"author":{"id":"3572077239855190","authorId":"3572077239855190","name":"Weewoobee","avatar":"https://static.tigerbbs.com/c62eb019861e9c290366b909839d8287","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Agree&nbsp;","listText":"Agree&nbsp;","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361245463","repostId":2113367475,"repostType":4,"repost":{"id":"2113367475","pubTimestamp":1614238434,"share":"https://www.laohu8.com/m/news/2113367475?lang=&edition=full","pubTime":"2021-02-25 15:33","market":"us","language":"en","title":"Is Dropbox Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2113367475","media":"Leo Sun","summary":"The cloud storage provider still faces an uphill battle in 2021.","content":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n<img src=\"https://static.tigerbbs.com/9c94cda2768b544bdd620c1e61c47ae7\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in&nbsp;2019 and 26% growth in 2018.&nbsp;Its growth in paid users also decelerated over the past year.\n<img src=\"https://static.tigerbbs.com/2ddc13f2fc431235d2414446686640c4\" tg-width=\"1157\" tg-height=\"286\" referrerpolicy=\"no-referrer\">\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n<img src=\"https://static.tigerbbs.com/aeb45fd326272095fcdcf2cd6dd239dc\" tg-width=\"1158\" tg-height=\"372\">\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and&nbsp;a delayed brand campaign during the pandemic reduced its R&amp;D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n<img src=\"https://static.tigerbbs.com/b9ab2901d555fcdbb4b387c551f2d64c\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Dropbox Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Dropbox Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/>Leo Sun</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nDropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates...\n\n<a href=\"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DBX":"Dropbox Inc."},"source_url":"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2113367475","content_text":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in 2019 and 26% growth in 2018. Its growth in paid users also decelerated over the past year.\n\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and a delayed brand campaign during the pandemic reduced its R&D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":361249837,"gmtCreate":1614242265929,"gmtModify":1704890073848,"author":{"id":"3577191740767978","authorId":"3577191740767978","name":"Dhruba","avatar":"https://static.tigerbbs.com/70912569c2b97a0c4fbe2141f05299b2","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361249837","repostId":2113367475,"repostType":4,"repost":{"id":"2113367475","pubTimestamp":1614238434,"share":"https://www.laohu8.com/m/news/2113367475?lang=&edition=full","pubTime":"2021-02-25 15:33","market":"us","language":"en","title":"Is Dropbox Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2113367475","media":"Leo Sun","summary":"The cloud storage provider still faces an uphill battle in 2021.","content":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n<img src=\"https://static.tigerbbs.com/9c94cda2768b544bdd620c1e61c47ae7\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in&nbsp;2019 and 26% growth in 2018.&nbsp;Its growth in paid users also decelerated over the past year.\n<img src=\"https://static.tigerbbs.com/2ddc13f2fc431235d2414446686640c4\" tg-width=\"1157\" tg-height=\"286\" referrerpolicy=\"no-referrer\">\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n<img src=\"https://static.tigerbbs.com/aeb45fd326272095fcdcf2cd6dd239dc\" tg-width=\"1158\" tg-height=\"372\">\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and&nbsp;a delayed brand campaign during the pandemic reduced its R&amp;D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n<img src=\"https://static.tigerbbs.com/b9ab2901d555fcdbb4b387c551f2d64c\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Dropbox Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Dropbox Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/>Leo Sun</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nDropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates...\n\n<a href=\"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DBX":"Dropbox Inc."},"source_url":"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2113367475","content_text":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in 2019 and 26% growth in 2018. Its growth in paid users also decelerated over the past year.\n\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and a delayed brand campaign during the pandemic reduced its R&D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":361240527,"gmtCreate":1614242209369,"gmtModify":1704890073202,"author":{"id":"3574682088325150","authorId":"3574682088325150","name":"DK95","avatar":"https://static.tigerbbs.com/12218b06292b36b729b1e99fc3c052a3","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Buy? Don't buy? Buy? Don't buy? Buy? Don't buy? Buy? Don't buy? Buy? Don't buy? Buy? Don't buy? Buy?","listText":"Buy? Don't buy? Buy? Don't buy? Buy? Don't buy? Buy? Don't buy? Buy? Don't buy? Buy? Don't buy? Buy?","text":"Buy? Don't buy? Buy? Don't buy? Buy? Don't buy? Buy? Don't buy? Buy? Don't buy? Buy? Don't buy? Buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/361240527","repostId":2113367475,"repostType":4,"repost":{"id":"2113367475","pubTimestamp":1614238434,"share":"https://www.laohu8.com/m/news/2113367475?lang=&edition=full","pubTime":"2021-02-25 15:33","market":"us","language":"en","title":"Is Dropbox Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2113367475","media":"Leo Sun","summary":"The cloud storage provider still faces an uphill battle in 2021.","content":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n<img src=\"https://static.tigerbbs.com/9c94cda2768b544bdd620c1e61c47ae7\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in&nbsp;2019 and 26% growth in 2018.&nbsp;Its growth in paid users also decelerated over the past year.\n<img src=\"https://static.tigerbbs.com/2ddc13f2fc431235d2414446686640c4\" tg-width=\"1157\" tg-height=\"286\" referrerpolicy=\"no-referrer\">\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n<img src=\"https://static.tigerbbs.com/aeb45fd326272095fcdcf2cd6dd239dc\" tg-width=\"1158\" tg-height=\"372\">\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and&nbsp;a delayed brand campaign during the pandemic reduced its R&amp;D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n<img src=\"https://static.tigerbbs.com/b9ab2901d555fcdbb4b387c551f2d64c\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Dropbox Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Dropbox Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/>Leo Sun</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nDropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates...\n\n<a href=\"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DBX":"Dropbox Inc."},"source_url":"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2113367475","content_text":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in 2019 and 26% growth in 2018. Its growth in paid users also decelerated over the past year.\n\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and a delayed brand campaign during the pandemic reduced its R&D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3659119,"gmtCreate":1614243154135,"gmtModify":1680778278161,"authorId":3575980094521663,"author":{"id":3575980094521663,"authorId":3575980094521663,"name":"Bluem","avatar":"https://static.tigerbbs.com/2ea0046117889d9c87b13a313a480e69","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":361240527,"type":1,"supId":0,"prevId":0,"content":"idk man","text":"idk man","html":"idk man"}],"langContent":"EN"},{"id":361257145,"gmtCreate":1614242104887,"gmtModify":1704890071096,"author":{"id":"3570311016208932","authorId":"3570311016208932","name":"JeremiahWoon","avatar":"https://static.tigerbbs.com/f9ff9fdefc613c6f5a4c8cd0c74ea082","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"I definitely think not","listText":"I definitely think not","text":"I definitely think not","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/361257145","repostId":2113367475,"repostType":4,"repost":{"id":"2113367475","pubTimestamp":1614238434,"share":"https://www.laohu8.com/m/news/2113367475?lang=&edition=full","pubTime":"2021-02-25 15:33","market":"us","language":"en","title":"Is Dropbox Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2113367475","media":"Leo Sun","summary":"The cloud storage provider still faces an uphill battle in 2021.","content":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n<img src=\"https://static.tigerbbs.com/9c94cda2768b544bdd620c1e61c47ae7\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in&nbsp;2019 and 26% growth in 2018.&nbsp;Its growth in paid users also decelerated over the past year.\n<img src=\"https://static.tigerbbs.com/2ddc13f2fc431235d2414446686640c4\" tg-width=\"1157\" tg-height=\"286\" referrerpolicy=\"no-referrer\">\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n<img src=\"https://static.tigerbbs.com/aeb45fd326272095fcdcf2cd6dd239dc\" tg-width=\"1158\" tg-height=\"372\">\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and&nbsp;a delayed brand campaign during the pandemic reduced its R&amp;D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n<img src=\"https://static.tigerbbs.com/b9ab2901d555fcdbb4b387c551f2d64c\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Dropbox Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Dropbox Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/>Leo Sun</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nDropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates...\n\n<a href=\"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DBX":"Dropbox Inc."},"source_url":"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2113367475","content_text":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in 2019 and 26% growth in 2018. Its growth in paid users also decelerated over the past year.\n\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and a delayed brand campaign during the pandemic reduced its R&D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3664558,"gmtCreate":1614277381380,"gmtModify":1680778356250,"authorId":3574939383328580,"author":{"id":3574939383328580,"authorId":3574939383328580,"name":"JaNice","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":361257145,"type":1,"supId":0,"prevId":0,"content":"Yea.. agree","text":"Yea.. agree","html":"Yea.. agree"}],"langContent":"EN"},{"id":361223488,"gmtCreate":1614240924644,"gmtModify":1704890048918,"author":{"id":"3575011341539105","authorId":"3575011341539105","name":"kuppi","avatar":"https://static.tigerbbs.com/1a1c96e4fc6f6f67de0450751c853214","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"Yes, dropbox is a good buy based on many reviews","listText":"Yes, dropbox is a good buy based on many reviews","text":"Yes, dropbox is a good buy based on many reviews","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361223488","repostId":2113367475,"repostType":4,"repost":{"id":"2113367475","pubTimestamp":1614238434,"share":"https://www.laohu8.com/m/news/2113367475?lang=&edition=full","pubTime":"2021-02-25 15:33","market":"us","language":"en","title":"Is Dropbox Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2113367475","media":"Leo Sun","summary":"The cloud storage provider still faces an uphill battle in 2021.","content":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n<img src=\"https://static.tigerbbs.com/9c94cda2768b544bdd620c1e61c47ae7\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in&nbsp;2019 and 26% growth in 2018.&nbsp;Its growth in paid users also decelerated over the past year.\n<img src=\"https://static.tigerbbs.com/2ddc13f2fc431235d2414446686640c4\" tg-width=\"1157\" tg-height=\"286\" referrerpolicy=\"no-referrer\">\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n<img src=\"https://static.tigerbbs.com/aeb45fd326272095fcdcf2cd6dd239dc\" tg-width=\"1158\" tg-height=\"372\">\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and&nbsp;a delayed brand campaign during the pandemic reduced its R&amp;D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n<img src=\"https://static.tigerbbs.com/b9ab2901d555fcdbb4b387c551f2d64c\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Dropbox Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Dropbox Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/>Leo Sun</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nDropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates...\n\n<a href=\"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DBX":"Dropbox Inc."},"source_url":"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2113367475","content_text":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in 2019 and 26% growth in 2018. Its growth in paid users also decelerated over the past year.\n\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and a delayed brand campaign during the pandemic reduced its R&D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":361269811,"gmtCreate":1614239813833,"gmtModify":1704890032659,"author":{"id":"3575517086746478","authorId":"3575517086746478","name":"CherilynC","avatar":"https://static.tigerbbs.com/9e05056a8c74c7cf8e845972d63e5b34","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361269811","repostId":2113367475,"repostType":4,"repost":{"id":"2113367475","pubTimestamp":1614238434,"share":"https://www.laohu8.com/m/news/2113367475?lang=&edition=full","pubTime":"2021-02-25 15:33","market":"us","language":"en","title":"Is Dropbox Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2113367475","media":"Leo Sun","summary":"The cloud storage provider still faces an uphill battle in 2021.","content":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n<img src=\"https://static.tigerbbs.com/9c94cda2768b544bdd620c1e61c47ae7\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in&nbsp;2019 and 26% growth in 2018.&nbsp;Its growth in paid users also decelerated over the past year.\n<img src=\"https://static.tigerbbs.com/2ddc13f2fc431235d2414446686640c4\" tg-width=\"1157\" tg-height=\"286\" referrerpolicy=\"no-referrer\">\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n<img src=\"https://static.tigerbbs.com/aeb45fd326272095fcdcf2cd6dd239dc\" tg-width=\"1158\" tg-height=\"372\">\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and&nbsp;a delayed brand campaign during the pandemic reduced its R&amp;D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n<img src=\"https://static.tigerbbs.com/b9ab2901d555fcdbb4b387c551f2d64c\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Dropbox Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Dropbox Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/>Leo Sun</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nDropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates...\n\n<a href=\"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DBX":"Dropbox Inc."},"source_url":"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2113367475","content_text":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in 2019 and 26% growth in 2018. Its growth in paid users also decelerated over the past year.\n\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and a delayed brand campaign during the pandemic reduced its R&D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":361284046,"gmtCreate":1614239492785,"gmtModify":1704890027785,"author":{"id":"3554966404999750","authorId":"3554966404999750","name":"WSBApes","avatar":"https://static.tigerbbs.com/524d2f8eb87bb134321ff44e82807a56","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361284046","repostId":2113367475,"repostType":4,"repost":{"id":"2113367475","pubTimestamp":1614238434,"share":"https://www.laohu8.com/m/news/2113367475?lang=&edition=full","pubTime":"2021-02-25 15:33","market":"us","language":"en","title":"Is Dropbox Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2113367475","media":"Leo Sun","summary":"The cloud storage provider still faces an uphill battle in 2021.","content":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n<img src=\"https://static.tigerbbs.com/9c94cda2768b544bdd620c1e61c47ae7\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in&nbsp;2019 and 26% growth in 2018.&nbsp;Its growth in paid users also decelerated over the past year.\n<img src=\"https://static.tigerbbs.com/2ddc13f2fc431235d2414446686640c4\" tg-width=\"1157\" tg-height=\"286\" referrerpolicy=\"no-referrer\">\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n<img src=\"https://static.tigerbbs.com/aeb45fd326272095fcdcf2cd6dd239dc\" tg-width=\"1158\" tg-height=\"372\">\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and&nbsp;a delayed brand campaign during the pandemic reduced its R&amp;D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n<img src=\"https://static.tigerbbs.com/b9ab2901d555fcdbb4b387c551f2d64c\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Dropbox Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Dropbox Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/>Leo Sun</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nDropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates...\n\n<a href=\"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DBX":"Dropbox Inc."},"source_url":"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2113367475","content_text":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in 2019 and 26% growth in 2018. Its growth in paid users also decelerated over the past year.\n\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and a delayed brand campaign during the pandemic reduced its R&D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":361286800,"gmtCreate":1614239136200,"gmtModify":1704890024217,"author":{"id":"3575089631178324","authorId":"3575089631178324","name":"JohnnnChong","avatar":"https://static.tigerbbs.com/dd539749c7a2ce4c73711eba663b9ae3","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361286800","repostId":2113367475,"repostType":4,"repost":{"id":"2113367475","pubTimestamp":1614238434,"share":"https://www.laohu8.com/m/news/2113367475?lang=&edition=full","pubTime":"2021-02-25 15:33","market":"us","language":"en","title":"Is Dropbox Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2113367475","media":"Leo Sun","summary":"The cloud storage provider still faces an uphill battle in 2021.","content":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n<img src=\"https://static.tigerbbs.com/9c94cda2768b544bdd620c1e61c47ae7\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in&nbsp;2019 and 26% growth in 2018.&nbsp;Its growth in paid users also decelerated over the past year.\n<img src=\"https://static.tigerbbs.com/2ddc13f2fc431235d2414446686640c4\" tg-width=\"1157\" tg-height=\"286\" referrerpolicy=\"no-referrer\">\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n<img src=\"https://static.tigerbbs.com/aeb45fd326272095fcdcf2cd6dd239dc\" tg-width=\"1158\" tg-height=\"372\">\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and&nbsp;a delayed brand campaign during the pandemic reduced its R&amp;D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n<img src=\"https://static.tigerbbs.com/b9ab2901d555fcdbb4b387c551f2d64c\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Dropbox Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Dropbox Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/>Leo Sun</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nDropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates...\n\n<a href=\"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DBX":"Dropbox Inc."},"source_url":"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2113367475","content_text":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in 2019 and 26% growth in 2018. Its growth in paid users also decelerated over the past year.\n\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and a delayed brand campaign during the pandemic reduced its R&D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":361281739,"gmtCreate":1614239002521,"gmtModify":1704890021792,"author":{"id":"3571731917050098","authorId":"3571731917050098","name":"killuz","avatar":"https://static.tigerbbs.com/f2f7506133b4298111ecff9ef46ff33c","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":4,"crmLevelSwitch":1},"htmlText":"Idk","listText":"Idk","text":"Idk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361281739","repostId":2113367475,"repostType":4,"repost":{"id":"2113367475","pubTimestamp":1614238434,"share":"https://www.laohu8.com/m/news/2113367475?lang=&edition=full","pubTime":"2021-02-25 15:33","market":"us","language":"en","title":"Is Dropbox Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2113367475","media":"Leo Sun","summary":"The cloud storage provider still faces an uphill battle in 2021.","content":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n<img src=\"https://static.tigerbbs.com/9c94cda2768b544bdd620c1e61c47ae7\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in&nbsp;2019 and 26% growth in 2018.&nbsp;Its growth in paid users also decelerated over the past year.\n<img src=\"https://static.tigerbbs.com/2ddc13f2fc431235d2414446686640c4\" tg-width=\"1157\" tg-height=\"286\" referrerpolicy=\"no-referrer\">\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n<img src=\"https://static.tigerbbs.com/aeb45fd326272095fcdcf2cd6dd239dc\" tg-width=\"1158\" tg-height=\"372\">\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and&nbsp;a delayed brand campaign during the pandemic reduced its R&amp;D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n<img src=\"https://static.tigerbbs.com/b9ab2901d555fcdbb4b387c551f2d64c\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Dropbox Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Dropbox Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/>Leo Sun</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nDropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates...\n\n<a href=\"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DBX":"Dropbox Inc."},"source_url":"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2113367475","content_text":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in 2019 and 26% growth in 2018. Its growth in paid users also decelerated over the past year.\n\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and a delayed brand campaign during the pandemic reduced its R&D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":24,"commentSize":22,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}