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Dropbox10-K: Cloud investment

Operates a hybrid infrastructure, storing 90% of data on custom systems and utilizing AWS for the remainder.

What happened

Dropbox maintains a complex hybrid cloud environment, with the majority of data on its own infrastructure and a strategic reliance on Amazon Web Services for specific storage needs and service delivery. This creates ongoing needs for cloud management, security, data transfer, and cost optimization solutions across disparate environments.

Source

SEC EDGARFeb 20, 2026

Annual report (Form 10-K)

Dropbox 10-K for FY2025

Filing excerpt

More than 90% of our users’ data is stored on our own custom-built infrastructure, which has been designed from the ground up to be reliable and secure...

sec.gov/Archives/edgar/data/1467623/000146762326000008/dbx-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Cloud investment

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/31
Filed
Feb 20, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Numbers

Percent
90% (of user data stored on custom-built infrastructure)

Details

CIK
1467623
Accession number
0001467623-26-000008
Filing year
2026
Why it matters
Target for cloud vendors
Signal category
Technology

Topics and mentions

Technologies

  • cloud

Vendors

  • Amazon Web Services

Regions named

  • United States
  • Australia
  • Europe
  • Japan

Extraction

Confidence
High
Relevance
80%
Sentiment
Neutral
Detected
Feb 24, 2026
signal_type
sec-10k
signal_subtype
cloudInvestment

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/5525e87c-682e-4d18-b59e-d9eac554d503 returns this record as JSON. POST /v1/companies/enrich returns every signal for dropbox.com.

{
  "signal_id": "5525e87c-682e-4d18-b59e-d9eac554d503",
  "signal_type": "sec-10k",
  "signal_subtype": "cloudInvestment",
  "detected_at": "2026-02-24T09:37:42.348+00:00",
  "company": {
    "name": "Dropbox",
    "domain": "dropbox.com"
  },
  "data": {
    "detail": "Dropbox maintains a complex hybrid cloud environment, with the majority of data on its own infrastructure and a strategic reliance on Amazon Web Services for specific storage needs and service delivery. This creates ongoing needs for cloud management, security, data transfer, and cost optimization solutions across disparate environments.",
    "metrics": {
      "pct": 0.9,
      "pct_context": "of user data stored on custom-built infrastructure"
    },
    "summary": "Operates a hybrid infrastructure, storing 90% of data on custom systems and utilizing AWS for the remainder.",
    "excerpts": "More than 90% of our users’ data is stored on our own custom-built infrastructure, which has been designed from the ground up to be reliable and secure...",
    "relevance": 0.8,
    "sentiment": "neutral",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1467623/000146762326000008/dbx-20251231.htm",
    "filing_date": "2026-02-20",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Target for cloud vendors",
    "signal_category": "technology",
    "regions_mentioned": [
      "United States",
      "Australia",
      "Europe",
      "Japan"
    ],
    "vendors_mentioned": [
      "Amazon Web Services"
    ],
    "technologies_mentioned": [
      "cloud"
    ]
  }
}

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