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Mar 31, 2023

Dropbox Q1 2023 Earnings Report

Dropbox's financial performance beat guidance across all metrics, with a focus on integrating AI/ML into its products.

Key Takeaways

Dropbox reported a revenue of $611.1 million, up 8.7% year-over-year, and an ARR of $2.468 billion, up 7.8% year-over-year. The company is focusing on integrating AI/ML into its products.

Total revenue was $611.1 million, an increase of 8.7% from the same period last year.

Total ARR ended at $2.468 billion, an increase of 7.8% from the same period last year.

Paying users ended at 17.90 million, as compared to 17.09 million for the same period last year.

Free cash flow was $138.0 million, as compared to $130.7 million for the same period last year.

Total Revenue
$611M
Previous year: $562M
+8.7%
EPS
$0.42
Previous year: $0.38
+10.5%
Paying Users
17.9M
Previous year: 17.09M
+4.7%
ARPU
$139
Previous year: $135
+3.2%
Annual Recurring Revenue
$2.47B
Previous year: $2.29B
+7.8%
Gross Profit
$494M
Previous year: $450M
+10.0%
Cash and Equivalents
$333M
Previous year: $446M
-25.3%
Free Cash Flow
$138M
Previous year: $131M
+5.6%
Total Assets
$2.99B
Previous year: $2.85B
+5.0%

Dropbox

Dropbox

Forward Guidance

Dropbox will provide forward-looking guidance in connection with this quarterly earnings announcement on its conference call, webcast, and on its investor relations website