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Mar 31, 2024

Dropbox Q1 2024 Earnings Report

Dropbox's first quarter results for fiscal year 2024 were announced, demonstrating revenue growth and strong profitability.

Key Takeaways

Dropbox's Q1 2024 showed a 3.3% year-over-year revenue increase to $631.3 million. The company reported a GAAP operating margin of 22.7% and a non-GAAP operating margin of 36.5%. Net income was $132.3 million, and free cash flow reached $166.3 million.

Total revenue increased by 3.3% year-over-year to $631.3 million.

Total ARR reached $2.556 billion, a 3.6% increase year-over-year.

Paying users totaled 18.16 million, compared to 17.90 million in the same period last year.

GAAP net income was $132.3 million, compared to $69.0 million year-over-year.

Total Revenue
$631M
Previous year: $611M
+3.3%
EPS
$0.58
Previous year: $0.42
+38.1%
Paying Users
18.16M
Previous year: 17.9M
+1.5%
ARPU
$140
Previous year: $139
+0.4%
Annual Recurring Revenue
$2.56B
Previous year: $2.47B
+3.6%
Gross Profit
$526M
Previous year: $494M
+6.3%
Cash and Equivalents
$549M
Previous year: $333M
+65.0%
Free Cash Flow
$166M
Previous year: $138M
+20.5%
Total Assets
$2.8B
Previous year: $2.99B
-6.5%

Dropbox

Dropbox

Forward Guidance

Dropbox will provide forward-looking guidance during their conference call and on their investor relations website.