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Sep 30, 2020

Dropbox Q3 2020 Earnings Report

Reported revenue of $487.4 million, up 14% year-over-year, and strong operating income, profitability, and free cash flow.

Key Takeaways

Dropbox announced strong Q3 2020 results with revenue of $487.4 million, a 14% increase year-over-year. The company reported GAAP net income of $32.7 million and free cash flow of $187.0 million.

Total revenue was $487.4 million, an increase of 14% from the same period last year.

Total ARR ended at $1.981 billion, an increase of 12% year-over-year.

Paying users ended at 15.25 million, as compared to 14.00 million for the same period last year.

GAAP operating margin was 6.2%, as compared to (4.3)% in the same period last year.

Total Revenue
$487M
Previous year: $428M
+13.8%
EPS
$0.26
Previous year: $0.13
+100.0%
Paying Users
15.25M
Previous year: 14M
+8.9%
ARPU
$128
Previous year: $123
+4.0%
Annual Recurring Revenue
$1.98B
Previous year: $1.77B
+12.1%
Gross Profit
$384M
Previous year: $323M
+18.8%
Cash and Equivalents
$453M
Previous year: $443M
+2.1%
Free Cash Flow
$187M
Previous year: $103M
+82.4%
Total Assets
$2.86B
Previous year: $2.49B
+15.1%

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