•
Sep 30, 2023

Dropbox Q3 2023 Earnings Report

Delivered a solid quarter, beating revenue guidance and driving better than expected profitability.

Key Takeaways

Dropbox's Q3 2023 revenue reached $633.0 million, a 7.1% increase year-over-year, with a GAAP net income of $114.1 million. The company's ARR ended at $2.525 billion, up 3.8% year-over-year, and paying users totaled 18.17 million, compared to 17.55 million in the same period last year.

Total revenue was $633.0 million, an increase of 7.1% from the same period last year.

Total ARR ended at $2.525 billion, an increase of 3.8% from the same period last year.

Paying users ended at 18.17 million, as compared to 17.55 million for the same period last year.

GAAP net income was $114.1 million, as compared to $83.2 million for the same period last year.

Total Revenue
$633M
Previous year: $591M
+7.1%
EPS
$0.56
Previous year: $0.43
+30.2%
Paying Users
18.17M
Previous year: 17.55M
+3.5%
ARPU
$139
Previous year: $134
+3.3%
Annual Recurring Revenue
$2.53B
Previous year: $2.43B
+3.9%
Gross Profit
$513M
Previous year: $481M
+6.7%
Cash and Equivalents
$604M
Previous year: $372M
+62.4%
Free Cash Flow
$247M
Previous year: $245M
+0.5%
Total Assets
$3.01B
Previous year: $2.7B
+11.4%

Dropbox

Dropbox