公司市值数据 - 甲骨文市值8068.82亿，当前股价上涨0.47%至+0.46 [2] - VISA维萨市值6559.91亿，股价下跌3.42%至-45.79 [2] - 宝洁(P&G)市值3780.22亿 [2] - 万事达市值5127.02亿，股价上涨0.48%至+2.68 [2] - 美国银行市值3751.07亿，股价上涨2.06%至+3.15 [2] - 联合健康市值3085.30亿，股价下跌1.40%至-11.21 [2] - ASML阿斯麦市值3107.65亿，股价上涨1.31%至+0.93 [2] - 可口可乐市值2957.46亿，股价上涨4.50%至+14.05 [2] - T-Mobile US Inc市值2735.96亿 [2] - 思科市值2742.89亿，股价上涨1.39%至+3.31 [2] - IBM国际商业机器市值2706.40亿，股价下跌1.21%至-3.58 [2] - 富国银行市值2651.35亿，股价下跌3.24%至-8.35 [2] - 摩根士丹利市值2542.57亿，股价上涨1.68%至+2.40 [2] - 雪佛龙市值2259.26亿，股价上涨0.17%至+0.23 [2] - 美国运通市值2263.61亿，股价上涨1.10%至+3.50 [2] - 迪士尼市值2219.59亿 [2] - 麦当劳市值2127.79亿，股价下跌0.46%至-0.80 [3] - AT&T美国电话电报市值2077.37亿，股价下跌0.18%至-1.24 [3] - Uber优步市值1927.85亿，股价上涨0.53%至+0.70 [3] - 威瑞森通讯市值1840.82亿，股价上涨0.90%至+0.39 [3] - 高通市值1749.99亿，股价上涨0.08%至+0.12 [3] - 花旗集团市值1632.50亿，股价上涨1.33%至+5.15 [3] - 波音市值1581.60亿，股价上涨0.11%至+0.23 [3] - 美光科技市值1352.80亿，股价上涨1.79%至+0.64 [3] - 黑石集团市值1161.04亿，股价上涨2.48%至+2.23 [3] - 耐克市值1091.42亿，股价上涨0.58%至+2.69 [4] - 英特尔市值1076.20亿，股价上涨1.99%至+0.45 [4] - 戴尔科技市值904.03亿，股价上涨0.16%至+0.82 [4] - PayPal Holdings市值746.07亿，股价上涨1.28%至+1.16 [4] - 纽约梅隆银行市值654.78亿，股价下跌0.52%至-0.47 [4] - 德意志银行市值558.54亿，股价上涨3.24%至+3.86 [4] - 通用汽车市值494.87亿，股价上涨5.67%至+2.79 [4] - 塔吉特市值472.00亿，股价上涨5.30%至+5.23 [4] - 福特汽车市值451.14亿，股价上涨4.56%至+0.49 [4] - 本田汽车市值422.99亿，股价上涨1.27%至+0.36 [4] - 达美航空市值399.42亿，股价下跌0.46%至-0.74 [5] - 诺基亚市值309.51亿，股价上涨3.54%至+4.59 [5] - 沃达丰市值241.45亿，股价上涨2.30%至+0.24 [5] - 西部数据市值231.96亿，股价上涨4.25%至+1.04 [5] - 陶氏市值196.54亿，股价上涨5.00%至+1.32 [5] - Dropbox Inc-A市值77.96亿，股价上涨2.73%至+0.43 [5] 行业表现 - 金融行业公司如VISA、万事达、美国银行等市值普遍在5000亿至2000亿区间 [2][3] - 科技行业公司如甲骨文、ASML、英特尔等市值跨度从8000亿至900亿不等 [2][4] - 消费行业公司如宝洁、可口可乐、麦当劳等市值集中在2000亿至4000亿 [2][3] - 航空与汽车行业公司如达美航空、福特汽车等市值在400亿左右 [4][5] - 半导体行业公司如美光科技、恩智浦半导体市值在500亿至1300亿 [3][4]

生成式AI引发的科技行业劳动力变革 核心观点 - 生成式AI正在美国科技行业引发深刻劳动力变革 渗透至工作流程 考核指标和岗位结构 导致员工面临重构 边缘化甚至被替代的集体焦虑 [1] - 科技公司强制推行AI工具 将其纳入绩效考核 员工不用AI可能面临淘汰 专业尊严受损 [4] - AI被用作压低成本 掩盖决策失误和裁员合法性的工具 而非真正提升效率 [7] 各公司具体案例 谷歌 - AI工具使用从"推荐"变为"必须" 成为OKR隐性评估标准 员工被公开批评未使用AI将落后 [2] - 员工担忧AI影响产品质量和职业伦理 但高层视其为"进步阻力" 氛围具惩罚性 [2] TikTok - 2024年底用AI审核系统替代人工团队 虽模型错判率高 但公司更在意其"不抱怨 不请假"特性 [2] - 用户因误判申诉时 公司选择优化模型而非重建人工团队 员工自嘲为"AI试验品" [2] Adobe - 前员工因反对生成式AI伦理和版权问题辞职 公司使用OpenAI方案却避谈风险 [3] - 未经授权使用创作者作品训练模型 内部反抗组织难以形成因员工害怕被贴"不创新"标签 [3] Dropbox - 2023年底推广AI写作工具 将内容撰写岗整合为"AI编辑支持" 员工沦为AI内容校对员 [5] - 员工职责变为检查AI生成内容通顺度 禁止大幅修改以防"损害模型学习效果" [5] CrowdStrike - 2024年5月以"聚焦AI效率"为由裁员500人 幸存者面临更重工作量和不可靠AI工具 [6] - AI渗透客服 工单 代码审查等全流程 但错误频出 员工需"高效配合AI"且无补偿 [6] 行业普遍现象 工作流程强制AI化 - 软件工程师被默认为需使用AI辅助编码 成为绩效考核隐性指标 管理层坚持"速度优先于正确" [7] - 健康科技公司员工不用AI会被贴"效率低下"标签 教育科技公司要求用AI撰写内部祝贺信息 [7] 企业文化异化 - AI未实现减负 反成压榨借口 员工需承担被裁同事工作量且无补偿 [7] - 部分公司为AI助手虚构"少数族裔"面孔制造多元假象 实际管理层缺乏真实代表 [7]

Software stock Dropbox Inc (NASDAQ:DBX), which was one of our successful top picks in 2024, is down 4.2% in the last three days, pulling back to support at the $28 level. However, a certain trendline popping up on the charts could signal a short-term bounce. Per Schaeffer's Senior Quantitative Analyst Rocky White, DBX has pulled back to its 50-day moving average. More specifically, the security is within 0.75 of the trendline's 20-day average true range (ATR) after spending at least 80% of the last 10 days ...

I view 2025 as a sea change type of year in both the stock markets and the economy, as tariffs ripple through industries in a disproportionate manner and AI revolutionizes the corporate workforce. In such a year, the gap between winnersWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contri ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Commission File Number 001-38434 Dropbox, Inc. (Exact name of Registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification Number) FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHA ...

业绩总结 - Dropbox在2025年第一季度的TTM收入为25.42亿美元，同比增长0.8%[8] - TTM非GAAP毛利率为83.6%[8] - TTM自由现金流为8.59亿美元，付费用户数量为1816万[8] - TTM非GAAP营业利润率为37.7%[8] - 2022年、2023年和2024年的报告收入分别为23.25亿美元、25.02亿美元和25.48亿美元[105] - 2024年第一季度的非GAAP营业收入为2.307亿美元，非GAAP营业利润率为36.5%[109] - 2025财年的GAAP收入预期为24.75亿至24.90亿美元[135] - 2025年3月31日止的EBITDA（非GAAP）为670.5百万美元[150] 用户数据 - 注册用户超过7亿，付费用户达到1816万[18] - Q1'25注册用户超过7亿，付费用户为181.6万，ARPU为139.26美元[39] - 2024年ARPU预计为140.23美元，2023年为139.38美元[42] - 2024年第一季度的每用户平均收入（ARPU）为139.59美元[120] 市场表现 - 总市场规模为116亿美元，Dropbox市场份额为20.9%[54] - Q1'25美国收入占比57%，国际收入占比43%[45][46] - 2024年总客户存储量达到4700PB，2023年为4600PB[52] 研发与技术 - 公司致力于通过AI技术解决云内容的组织、安全和实时建议等问题[18] - 研发费用为219.1百万美元，研发费用率为35%[148] 财务指标 - 毛利润为525.5百万美元，毛利率为83%[148] - 运营收入为143.5百万美元，运营利润率为23%[148] - 调整后的EBITDA（非GAAP）为1,075.8百万美元[150] - 自由现金流分别为7.64亿美元、7.59亿美元和8.72亿美元[105] 风险因素 - 2024财年的风险因素包括宏观经济不确定性和用户留存能力[3] 其他信息 - 公司在全球180个国家享有知名品牌[43] - 72%的安全高管增加了对AI治理的风险管理投资[70]

Dropbox (DBX) came out with quarterly earnings of $0.70 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.58 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 12.90%. A quarter ago, it was expected that this online file-sharing company would post earnings of $0.62 per share when it actually produced earnings of $0.73, delivering a surprise of 17.74%.Over the last four quarters, t ...

Dropbox (DBX) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Peter Stabler - Vice President, Head of Investor RelationsDrew Houston - Co Founder and CEOTim Regan - CFORishi Jaluria - Managing DirectorMatt Bullock - Equity Research Associate Conference Call Participants Steve Enders - AnalystAlex Hoa Nguyen - Equity AnalystPatrick Walravens - Analyst Operator Hello, and welcome to Dropbox First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a l ...

Dropbox (DBX) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Hello, and welcome to Dropbox First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speaker's presentation, there will be a question and answer session. To ask the question during the session, you will need to press 11 on your telephone. You would then hear an automated message advising your hand Speaker1 is Speaker0 raised. To withdraw your question, please press 11 ...

Dropbox Announces Fiscal 2025 First Quarter Results First Quarter Revenue of $624.7 Million, down 1.0% year-over-year; on a constant currency basis, down 0.6% year-over-year GAAP Operating Margin of 29.4% and Non-GAAP Operating Margin of 41.7% Net Cash Provided by Operating Activities of $153.8 Million and Free Cash Flow of $153.7 Million SAN FRANCISCO, Calif. - May 8, 2025 - Dropbox, Inc. (NASDAQ: DBX), today announced financial results for its first quarter ended March 31, 2025. "We've had a productive st ...