About Us

Laser Focus World is an industry bedrock—first published in 1965 and still going strong. We publish original articles about cutting-edge advances in lasers, optics, photonics, sensors, and quantum technologies, as well as test and measurement, and the shift currently underway to usher in the photonic integrated circuits, optical interconnects, and copackaged electronics and photonics to deliver the speed and efficiency essential for data centers of the future.

Our 80,000 qualified print subscribers—and 130,000 12-month engaged online audience—trust us to dive in and provide original journalism you won’t find elsewhere covering key emerging areas such as laser-driven inertial confinement fusion, lasers in space, integrated photonics, chipscale lasers, LiDAR, metasurfaces, high-energy laser weaponry, photonic crystals, and quantum computing/sensors/communications. We cover the innovations driving these markets.

Laser Focus World is part of Endeavor Business Media, a division of EndeavorB2B.

Laser Focus World Membership

Never miss any articles, videos, podcasts, or webinars by signing up for membership access to Laser Focus World online. You can manage your preferences all in one place—and provide our editorial team with your valued feedback.

Magazine Subscription

Can you subscribe to receive our print issue for free? Yes, you sure can!

Newsletter Subscription

A Laser Focus World newsletter subscription is free to qualified professionals:

The Daily Beam

Showcases the newest content from Laser Focus World, including photonics- and optics-based applications, components, research, and trends. (Daily)

Product Watch

The latest in products within the photonics industry. (9x per year)

Bio & Life Sciences Product Watch

The latest in products within the biophotonics industry. (4x per year)

Laser Processing Product Watch

The latest in products within the laser processing industry. (3x per year)

Get Published!

If you’d like to write an article for us, reach out with a short pitch to Sally Cole Johnson: [email protected]. We love to hear from you.

Photonics Hot List

Laser Focus World produces a video newscast that gives a peek into what’s happening in the world of photonics.

Following the Photons: A Photonics Podcast

Following the Photons: A Photonics Podcast dives deep into the fascinating world of photonics. Our weekly episodes feature interviews and discussions with industry and research experts, providing valuable perspectives on the issues, technologies, and trends shaping the photonics community.

Social Media

Bluesky • Facebook • Instagram • LinkedIn • YouTube

Meet the Laser Focus World Team

Editorial

Sales

Editorial Advisory Board

  • Professor Andrea M. Armani, University of Southern California
  • Ruti Ben-Shlomi, Ph.D., LightSolver
  • James Butler, Ph.D., Hamamatsu
  • Natalie Fardian-Melamed, Ph.D., Columbia University
  • Justin Sigley, Ph.D., AmeriCOM
  • Professor Birgit Stiller, Max Planck Institute for the Science of Light, and Leibniz University of Hannover
  • Professor Stephen Sweeney, University of Glasgow
  • Mohan Wang, Ph.D., University of Oxford
  • Professor Xuchen Wang, Harbin Engineering University
  • Professor Stefan Witte, Delft University of Technology
My Watchlist
Indicators
Industrial Laser Index
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries

The Top 5 Analyst Questions From Dropbox’s Q2 Earnings Call

By: StockStory

DBX Cover Image

Dropbox’s second quarter results were well received by the market, with revenue and non-GAAP profitability surpassing Wall Street expectations. Management attributed the positive outcome to ongoing operating efficiency efforts and targeted investments in core business areas. CEO Drew Houston highlighted progress in retention initiatives and improvements to the onboarding experience, noting, “faster onboarding has improved activation and setup rates by 5% and 10%, respectively, while at the same time driving a 100% increase in desktop downloads.”

Is now the time to buy DBX? Find out in our full research report (it’s free).

Dropbox (DBX) Q2 CY2025 Highlights:

  • Revenue: $625.7 million vs analyst estimates of $618.4 million (1.4% year-on-year decline, 1.2% beat)
  • Adjusted EPS: $0.71 vs analyst estimates of $0.63 (12.3% beat)
  • Adjusted Operating Income: $259.4 million vs analyst estimates of $232.4 million (41.5% margin, 11.6% beat)
  • Operating Margin: 26.9%, up from 20% in the same quarter last year
  • Customers: 18.13 million, down from 18.16 million in the previous quarter
  • Annual Recurring Revenue: $2.54 billion vs analyst estimates of $2.52 billion (1.2% year-on-year decline, 0.8% beat)
  • Billings: $628.5 million at quarter end, down 1.1% year on year
  • Market Capitalization: $7.59 billion

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Dropbox’s Q2 Earnings Call

  • Jaiden Rajiv Patel (JPMorgan): Asked how Dash adoption is influencing retention and downgrade prevention. CEO Drew Houston emphasized improvements in onboarding, weekly retention, and increased user engagement among early Dash adopters, citing “big progress in each of those areas.”
  • Palak (Citi): Inquired about maintaining user decline guidance despite better churn. CFO Tim Regan reiterated that FormSwift’s planned scale-down is still expected to account for half of user losses, with retention improvements supporting stronger results in other segments.
  • Palak (Citi): Sought clarity on the timeline and investment focus for Dash’s self-serve rollout. Houston confirmed launch plans for the second half of the year and explained that monetization will be gradual as the product matures.
  • Nicholas Freeman Jones (Citizens): Asked about challenges integrating Dash with third-party platforms like Slack following API changes. Houston acknowledged technical adjustments but noted ongoing access and described deep integrations as a potential competitive advantage for Dash.
  • Matthew John Bullock (Bank of America): Questioned strategies for converting Dropbox’s large free user base. Houston discussed balancing free value with premium features and highlighted recent entry-level plan launches designed to improve conversion without cannibalizing higher-tier subscriptions.

Catalysts in Upcoming Quarters

In the coming quarters, StockStory analysts will be monitoring (1) the rollout and adoption rate of the self-serve Dash product, (2) the sustainability of retention gains and user engagement improvements in the core business, and (3) the company’s ability to manage user declines while maintaining efficiency and profitability. Progress in integrating AI features and execution on new monetization strategies will also be closely watched.

Dropbox currently trades at $27.95, up from $26.18 just before the earnings. In the wake of this quarter, is it a buy or sell? The answer lies in our full research report (it’s free).

The Best Stocks for High-Quality Investors

When Trump unveiled his aggressive tariff plan in April 2025, markets tanked as investors feared a full-blown trade war. But those who panicked and sold missed the subsequent rebound that’s already erased most losses.

Don’t let fear keep you from great opportunities and take a look at Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025).

Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today.

StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.

More News

View More
General Dynamics Hits New Highs: Why It Might Keep Climbing
Via MarketBeat
Tickers GD
Nike’s Turnaround: If the Shoe Fits, Buy It!
Via MarketBeat
Tickers NKE
NVIDIA Breaks Out to New Highs: What Comes Next?
Via MarketBeat
Topics Economy Stocks World Trade
Tickers CRWV META NVDA
Microsoft Stock Hits Stride in 2025—How Much More Can It Run?
Via MarketBeat
Topics Artificial Intelligence Retirement
Tickers MSFT
How Berkshire's OxyChem Buy Cements Its Long-Term Strength
Via MarketBeat
Tickers BRK BRK-A BRK-B OXY
Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms Of Service.