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Dropbox, Inc.

DBX

Technology · 34.48 +1.4% today

Partial group confirmationMarket checked 21 Aug, 15:55 GMT-4

Jodie situation report

Dropbox, Inc.'s move is spreading beyond its market group.

DBX accounts for 1.8% of the group's measured movement across 8.3 effective names. raw member direction is mixed; 6 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 21%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveCounter-move#11 of 12 by movement share
Group movement share1.8%Absolute path energy—not portfolio weight
Relative path+0.15%counter
Effective breadth8.3 / 12broad
Relative alignment6/12downside path · 5 counter-moving
Capital-flow agreement21%not yet clean
SEQUENCE READ

No material onset for DBX could be timestamped inside the aligned 5-minute window.

What changed
  • Revenue increased 0.9% versus the comparable filing period.
  • Operating margin fell 0.8 percentage points.
EVIDENCE COVERAGE

16 of 30 members in Construction Management Software are active. 2 of 8 disclosed connections are confirming.

What would change this read
  • At least 20 of 30 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • FIVN remains aligned with the group in the next market snapshot.

Invalidation: The live read weakens if participation falls to 10 of 30 members or fewer.

Watch this read

Who this business touches

The relationships behind DBX

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

CRMSalesforce, Inc.partnerMay 8, 2026

Products like Dropbox Backup, Dropbox Sign, DocSend, Dropbox Dash ("Dash"), Dropbox Replay, Dropbox Transfer, and Reclaim.ai, Inc.

MSFTMicrosoft CorporationpartnerMay 8, 2026

We also integrate seamlessly with other products, integrating with partners including Microsoft, Zoom, Slack (now part of Salesforce), BetterCloud, Atlassian, Google and a variety of productivity, collaboration, data management, and security vendors.

Depended on by

BOXBox, Inc.competitorMay 27, 2026

In the enterprise file sync and share market, our primary competitors include, but are not limited to, Microsoft (OneDrive), Google (Drive) and, to a lesser extent, Dropbox.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 17 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

DBX is currently a Participant in the organic co-movement group Construction Management Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.