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Sep 30, 2021

Dropbox Q3 2021 Earnings Report

Reported a solid quarter with record free cash flow and strong revenue growth.

Key Takeaways

Dropbox's Q3 2021 earnings showcased a 12.9% year-over-year revenue increase to $550.2 million, alongside substantial growth in GAAP and non-GAAP operating income. The company also reported a record free cash flow of $221.5 million.

Total revenue was $550.2 million, up 12.9% year-over-year.

Total ARR reached $2.218 billion, a 12.0% increase year-over-year.

Paying users totaled 16.49 million, compared to 15.25 million in the same period last year.

GAAP operating margin was 14.0%, compared to 6.2% in the same period last year.

Total Revenue
$550M
Previous year: $487M
+12.9%
EPS
$0.37
Previous year: $0.26
+42.3%
Paying Users
16.49M
Previous year: 15.25M
+8.1%
ARPU
$134
Previous year: $128
+4.5%
Annual Recurring Revenue
$2.22B
Previous year: $1.98B
+12.0%
Gross Profit
$438M
Previous year: $384M
+14.1%
Cash and Equivalents
$689M
Previous year: $453M
+52.2%
Free Cash Flow
$222M
Previous year: $187M
+18.4%
Total Assets
$3.34B
Previous year: $2.86B
+16.7%

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