What were the changes in customer metricsâsuch as total subscriptions, churn rate, and average revenue per user (ARPU)âand how do they compare to the prior quarter?
Answer
The press release you quoted does not include any specific figures for the customerârelated metrics youâre asking aboutânamely total subscriptions (or paid seats), churn rate, or average revenue per user (ARPU). The excerpt only contains a highâlevel statement from Dropboxâs CEO about delivering a âstrong quarter,â seeing âearly signs of stabilityâ in the Core FSS business, and that âDashâpowered by AIâcontinues to âŠâ (the sentence is cut off).
Because the release does not disclose:
| Metric | Q2âŻ2025 (reported) | Q1âŻ2025 (prior quarter) | Change |
|---|---|---|---|
| Total subscriptions (paid seats) | Not provided | Not provided | Not provided |
| Churn rate | Not provided | Not provided | Not provided |
| Average revenue per user (ARPU) | Not provided | Not provided | *Not |
Therefore, based on the information you supplied, we cannot quantify how these customer metrics moved versus the previous quarter.
What you can do next
- Review the full earnings release: Dropbox typically posts a detailed earnings release (often as a PDF or on its investorârelations website) that includes a âKey Metricsâ table with subscription counts, net new subscriptions, churn, and ARPU.
- Check the SEC filing (FormâŻ10âQ): The quarterly report filed with the SEC will contain the same metrics and may also break them down by segment (e.g., Core FSS vs. Dash).
- Listen to the earnings call transcript: Dropboxâs management often discusses subscription growth, churn trends, and ARPU changes during the call, providing additional context and sometimes forwardâlooking guidance.
If you can provide those detailed tables or excerpts from the full release, Iâll be able to give you a precise, sideâbyâside comparison of Q2âŻ2025 versus Q1âŻ2025.