Dropbox Inc-A 2026年季度报告

FORM 10-Q ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the quarterly period endedMarch 31, 2026 or☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the transition period from________to________ Commission FileNumber001-38434 Dropbox, Inc.(Exact name of Registrant as specified in its charter) Nevada26-0138832(State or other jurisdiction of incorporation or organization)(I.R.S. Employer Identification Number) Dropbox, Inc.1800 Owens StreetSan Francisco, California 94158(415) 930-7766(Address, including zip code, and telephone number, including area code, of Registrant’s principal executive offices) Securities registered pursuant to Section 12(b) of the Act: Trading Symbol(s)DBX Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d) of the Securities Exchange Act of 1934 during thepreceding 12 months (or for such shorter period that the registrant was required to file such reports) and (2)has been subject to such filing requirements for the past 90 days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T(§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit suchfiles). Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growthcompany. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” in Rule 12b-2 of the Exchange Act.(Check one): If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financialaccounting standards provided pursuant to Section7(a)(2)(B) of the Securities Act.☐ Indicate by check mark whether the registrant is a shell company (as defined by Rule 12b-2 of the Exchange Act). Yes☐No☒ As of May4, 2026, there were 158,037,382 shares of the registrants’ Class A common stock outstanding (which includes 8,266,666 shares of Class A common stock subject torestricted stock awards that were granted pursuant to the Co-Founder Grant, and vest upon the satisfaction of a service condition and achievement of certain stock price goals),75,263,267 shares of the registrant’s Class B common stock outstanding, and no shares of the registrant’s Class C common stock outstanding. FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q contains forward-looking statements within the meaning of Section 27A of the Securities Act of1933, as amended (the “Securities Act”), and Section 21E of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), whichstatements involve substantial risk and uncertainties. Forward-looking statements generally relate to future events or our future financial oroperating performance. In some cases, you can identify forward-looking statements because they contain words such as “may,” “will,”“should,” “expects,” “plans,” “anticipates,” “could,” “intends,” “target,” “projects,” “contemplates,” “believes,” “estimates,” “predicts,”“potential,” or “continue” or the negative of these words or other similar terms or expressions that concern our expectations, strategy, plans,or intentions. Forward-looking statements contained in this Quarterly Report on Form 10-Q include, but are not limited to, statements about: •Our future financial performance, including trends in revenue, costs of revenue, gross profit or gross margin, operating expenses,paying users, annual recurring revenue, average revenue per user, free cash flow, and the assumptions underlying such trends;•Our ability to attract and retain users and convert users to paying users;•Our ability to prevent security breaches and our liability or other potential legal, regulatory, or reputational consequences of anyunauthorized access to our data or our customer data;•Our ability to prevent any significant disruption of service on our platform or loss of content;•Our ability to compete successfully in competitive markets;•Our expectations regarding the potential impacts of permanent global remote or distributed work, on our business, the business ofour customers, suppliers and partners, and the economy;•The demand for our platform or for content collaboration solutions in general;•Our ability to effectively integrate our platform with others;•Our ability to respond to rapid technological changes, including our ability to take advantage of potential market opportunitiesarising from what we believe to be a more permanent shift towards remote or distributed work;•Our ability to achieve or maintain profitability;•Our expectations around future growth;•Our ability to successfull