Dropbox vs Progress

Meta Launches Open-Source Muse Gadgets for Developers

Meta introduced Muse Gadgets, an open-source project allowing developers to build custom hardware that connects to its AI agent, Muse. The company provides open-source firmware, a Linux software development kit (SDK), and project ideas like color e-ink displays or HDMI stick integration. Users can connect Muse to devices such as Raspberry Pi or ESP32 boards, and link it to displays, buttons, sensors, and actuators. Meta also created a Discord channel for community support. The company built a gadget called Muse Home Link, which connects Muse to home smart devices, and is giving away 5,000 units for free to Muse subscribers. This move aligns with Meta's strategy to expand Muse beyond a standalone chatbot, also targeting small businesses with Muse for Small Business and launching a new business unit, Meta Enterprise Platform, to push AI offerings to enterprises.

• Meta introduced Muse Gadgets, an open-source project for developers to build hardware connected to Muse.
• Meta provides open-source firmware and a Linux SDK, along with project ideas like e-ink displays and HDMI sticks.
• Muse Gadgets can be used with low-cost boards like Raspberry Pi or ESP32.

10-Q Financial Filing Analysis for Dropbox (2026-08-07)

Dropbox reported its Q2 2026 financial results, generating revenue of $631.5 million, up 0.9% year-over-year from $625.7 million in Q2 2025. Operating income reached $164.8 million compared to $168.4 million in the prior-year period, while net income stood at $95.8 million, down from $125.6 million primarily due to higher net interest expenses resulting from fully drawing on its term loan facility. Total ARR increased to $2,566 million with 18.19 million paying users, benefiting from Individual plan growth and foreign exchange tailwinds, partially offset by the planned phase-out and reduced investment in FormSwift by year-end 2026. The company maintained strong cash generation, delivering six-month operating cash flow of $443.0 million and free cash flow of $438.5 million.

• Q2 2026 revenue increased 0.9% YoY to $631.5 million, with gross margins stable at 80% ($506.5 million gross profit).
• Total ARR reached $2,566 million as of June 30, 2026, with paying users increasing to 18.19 million and ARPU reaching $139.68.
• Six-month Free Cash Flow reached $438.5 million on $443.0 million operating cash flow, while the company repurchased $688.0 million in Class A common stock across H1 2026.

Put your Dropbox context to work in Google Gemini

Dropbox announces a new integration bringing trusted project context into Google Gemini workflows.

Progress Agentic RAG Adds a Smart Agent Plus Native Teams and WordPress Support

The October release adds three capabilities to Progress Agentic RAG with nothing to install: a Smart Agent that answers questions using both indexed content and live business apps like a CRM, a native Microsoft Teams app, and a WordPress plugin that keeps content current.

Progress Software Completes Acquisition of Domo's AI and Data Platform Business

Progress Software has completed its acquisition of Domo's AI and data platform business, as announced on September 22, 2026. The company has also added Domo to its product portfolio and updated its AI portfolio navigation.

8-K Financial Filing Analysis for Progress (2026-07-22)

On July 22, 2026, Progress Software Corporation entered into a definitive Asset Purchase Agreement to acquire substantially all assets, employees, and operations of Domo, Inc.'s AI and Data Platform Business for an aggregate purchase price of approximately $400 million. The acquisition covers Domo's cloud, hosted, and hybrid platforms for business intelligence, data analytics, workflow automation, and AI-powered data products. The transaction is funded via existing cash and Progress's revolving credit facility, with no financing condition attached. Additionally, stockholders holding sufficient voting power to approve the sale have entered into a Voting and Support Agreement, locking in required shareholder approval.

• Progress Software entered an Asset Purchase Agreement to acquire Domo, Inc.'s AI and Data Platform Business for approximately $400 million in cash and revolving credit facility borrowings.
• The transaction includes downward adjustments if acquired cash at closing is under $25 million and adjustments for outstanding indebtedness.
• Stockholders holding sufficient voting power at Domo executed a Voting and Support Agreement to approve the transaction via written consent, eliminating further shareholder approval requirements.