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Jun 30, 2020

Dropbox Q2 2020 Earnings Report

Reported solid revenue growth, robust margin expansion, and continued GAAP profitability.

Key Takeaways

Dropbox announced its Q2 2020 results with a revenue of $467.4 million, up 16% year-over-year. The company reported a GAAP net income of $17.5 million and a free cash flow of $119.8 million.

Total revenue was $467.4 million, an increase of 16% from the same period last year.

Total ARR ended at $1.931 billion, an increase of 17% year-over-year.

Paying users ended at 15.0 million, as compared to 13.6 million for the same period last year.

GAAP net income was $17.5 million, as compared to ($21.4) million in the same period last year.

Total Revenue
$467M
Previous year: $402M
+16.4%
EPS
$0.22
Previous year: $0.1
+120.0%
Paying Users
15M
Previous year: 13.6M
+10.3%
ARPU
$127
Previous year: $120
+5.3%
Annual Recurring Revenue
$1.93B
Gross Profit
$365M
Previous year: $299M
+22.2%
Cash and Equivalents
$334M
Previous year: $344M
-2.8%
Free Cash Flow
$120M
Previous year: $95.1M
+26.0%
Total Assets
$2.74B
Previous year: $2.36B
+16.0%

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