Dropbox: Rich FCF That Can't Be Sustained As Users Leave

February 20, 2026 10:18:23 am

Source: SeekingAlpha

2026-02-20 10:18:23 ET

In 2026, it wouldn't be an understatement to say that the software sector is undergoing a sea change as investors consider the impacts of AI on recurring revenue business models that were, as recently as last year, thought to be indestructible. Whether a "SaaSpocalypse" is coming is very much an open debate as more industry-specific applications of AI and automation get released, but one thing is clear: we must tread carefully when it comes to investing in the sector....

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Dropbox: Rich FCF That Can't Be Sustained As Users Leave