Posts on DBX

Latest ideas and analyses related to Dropbox Inc. Class A Common Stock

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UPLD , MSTR , TEAM , FRSH , LAW , DBX

+35 pts



Software Apps 2Q Preview — Yet To Acknowledge Macro; Downgrading MSTR

By junkfoodlover on July 26, 2022, 1:56 p.m.
Tagged topics: earnings preview

Views: 21, Votes: 4, Responses: 0, Attachments: 1
MSFT , TEAM , PCOR , DBX , SONO , PWSC

+35 pts



Cautious Optimism While Recognizing Macro at Day 2 of Software Conference

By labjordan on June 3, 2022, 11:35 a.m.
Tagged topics: management commentary

Views: 28, Votes: 3, Responses: 0, Attachments: 1
DBX

+33 pts



$DBX Operating Leverage Remains Strong Despite Continued Product Investments; Business Showing Resiliency

By scorpioduck on May 6, 2022, 11:44 a.m.
Tagged topics: earnings results

Views: 27, Votes: 4, Responses: 0, Attachments: 1
TEAM , DBX , UPLD , MSTR , LAW , FRSH

+32 pts



Software Apps 1Q Preview – Beware of Tough Comps

By josiebe on April 27, 2022, 1:42 p.m.
Tagged topics: earnings preview

Views: 23, Votes: 2, Responses: 0, Attachments: 1
BASE , DBX , DOCU , FSLY , NEWR , NTNX , QLYS , SMAR , SPLK , ZM , BOX , COUP , MSP , NABL , NLOK , SWI , TDC

+84 pts



Software: M&A Heats Up as Stocks Pull Back

By phenphen on April 11, 2022, 11:55 a.m.
Tagged topics: takeout candidate , private equity

Views: 242, Votes: 8, Responses: 1, Attachments: 1
NET , DDOG , SNOW , TEAM , S , TWOU , UPLD , SUMO , LZ , DBX , MSFT , ADBE , CRM , INTU , WDAY , SMAR , PWSC , CHGG , VMEO , SMWB , WIX , PANW , SAIL , SPLK , PCOR , PLAN

+43 pts



How low can software valuations go?

By puckerman17 on March 7, 2022, 1:26 p.m.
Tagged topics: valuations

Views: 83, Votes: 4, Responses: 0, Attachments: 1
MSFT , ADBE , CRM , INTC , WDAY , DDOG , SMAR , PWSC , CHGG , VMEO , SMWB , WIX , CRWD , PANW , SAIL , SPLK , DBX , CTXS , PCOR , PLAN

+62 pts



Software Valuation: Is The Ice Going To Thaw?

By labjordan on Jan. 25, 2022, 4:03 p.m.
Tagged topics: sector rotation , growth vs value

Views: 263, Votes: 12, Responses: 0, Attachments: 1
COUR , DBX , DOCU , JCOM , PEGA , TWLO , ZM , FSLY , SMAR , DCT

+42 pts



$ZM, $TWLO, $PEGA - RBC believes pandemic's tailwinds for software are long-lasting, identifies 3 top picks for post-pandemic (deep dive)

By josiebe on June 11, 2021, 10:45 a.m.
Tagged topics: valuations , stay-at-home , software , deep dive , work from home , post-pandemic , analyst top pick , RBC

Views: 271, Votes: 5, Responses: 1, Attachments: 29
MSFT , NUAN , AAPL , FB , GOOGL , AMZN , AYX , DBX , PD , SMAR

+30 pts



$MSFT, $NUAN - DA Davidson says Microsoft better positioned than other big techs in M&A as it faces less regulatory scrutiny, sees more deals coming

By rIsILAwr on April 12, 2021, 9:54 p.m.
Tagged topics: regulatory scrutiny , big tech , mergers and acquisitions , D.A. Davidson , rich valuations , all cash deal

Views: 179, Votes: 1, Responses: 0, Attachments: 1
FB , AMZN , AAPL , NFLX , GOOGL , MSFT , PYPL , ZM , ROKU , CRWD , DBX , WORK

+37 pts



Jefferies says people are becoming more inclined to be vaccinated, and it's time to avoid work-from-home stocks

By phenphen on Jan. 5, 2021, 11:19 a.m.
Tagged topics: reopening , post-vaccine , work from home , herd immunity

Views: 172, Votes: 2, Responses: 0, Attachments: 11
DBX , WORK , DOCU , RNG , ZM , MSFT

+32 pts



$MSFT, $ZM - comScore data shows unique visitors growth for Microsoft Team and Zoom still strong in September, but continued to decelerate

By labjordan on Oct. 23, 2020, 12:58 a.m.
Tagged topics: analyst checks , future of work , pandemic trends

Views: 173, Votes: 2, Responses: 0, Attachments: 9