Dropbox(DBX.O)周四公布2025年收入预期低于市场预期,股价当日盘中一度大跌10.59%,引发市场对其增长前景的担忧。
该公司面临约1800万美元的外汇逆风以及因收购FormSwift带来的约150个基点的收入增长逆风。J.P.Morgan指出,DBX 2025年的指导性年收入增长率超出共识预期约3.5个百分点。
分析师William Blair表示,DBX预计付费用户将减少约30万,其中约一半来自第一季度。此外,DBX2022年收购表单管理平台FormSwift,这可能也影响了公司的收入增长。
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.