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Sep 30, 2024

Dropbox Q3 2024 Earnings Report

Dropbox's financial performance remained stable with slight revenue growth and healthy margins.

Key Takeaways

Dropbox reported a slight increase in revenue, reaching $638.8 million, a 0.9% increase year-over-year. The company maintained strong GAAP and non-GAAP operating margins and generated substantial free cash flow. Paying users and ARPU also saw marginal increases.

Total revenue increased by 0.9% year-over-year to $638.8 million.

Total ARR grew by 2.1% year-over-year to $2.579 billion.

Paying users increased to 18.24 million, with ARPU rising to $139.05.

Free cash flow increased to $270.1 million.

Total Revenue
$639M
Previous year: $633M
+0.9%
EPS
$0.6
Previous year: $0.56
+7.1%
Paying Users
18.24M
Previous year: 18.17M
+0.4%
ARPU
$139
Previous year: $139
+0.2%
Annual Recurring Revenue
$2.58B
Previous year: $2.53B
+2.1%
Gross Profit
$527M
Previous year: $513M
+2.7%
Cash and Equivalents
$518M
Previous year: $604M
-14.3%
Free Cash Flow
$270M
Previous year: $247M
+9.6%
Total Assets
$2.58B
Previous year: $3.01B
-14.4%

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