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Dropbox, Inc. (DBX) Presents at 45th NASDAQ Investor Conference (Transcript)

Dec. 02, 2021 2:51 PM ETDropbox, Inc. (DBX)
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Dropbox, Inc. (NASDAQ:DBX) 45th NASDAQ Investor Conference Call December 2, 2021 12:30 PM ET

Company Participants

Tim Regan - CFO

Conference Call Participants

Joshua Baer - Morgan Stanley

Joshua Baer

Hi. I'm Josh Beer, a Software Research Analyst at Morgan Stanley. I'm pleased to host the CFO of Dropbox, Tim Regan today.

Before we get started, for important disclosures, please see Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representatives. Also for investors, if you submit questions, I'll receive them through e-mail. And if we have a few minutes at the end, we'll try to address those.

But Tim, welcome, and thank you for joining us today.

Tim Regan

Thanks, Josh. Great to be here.

Question-and-Answer Session

Q - Joshua Baer

Awesome. So I want to start high level. I mean, I think everyone's familiar with Dropbox. But perhaps not completely up to speed on some of how the company has evolved over the years from -- starting in 2007 more as a file sync and share to where we are today. So if you could help us kind of walk through how the company got to today and also touch on the vision for the future. That would be a great starting point.

Tim Regan

Sure. Happy to do that. And as a reminder, we went public in 2018. And today, we have over $2 billion in ARR and over 700 million registered users. And over time, we've evolved from a place to keep your files in sync to a place to keep teams in sync.

And in the past couple of years, we've made a number of steps to position ourselves for long-term success. So maybe I'll cover this by briefly touching on our product, people and financial strategy. And

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