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Dec 31, 2021

Dropbox Q4 2021 Earnings Report

Dropbox reported strong Q4 2021 results, with revenue up 12.2% year-over-year and GAAP operating income up 120.3%.

Key Takeaways

Dropbox's Q4 2021 earnings revealed a strong performance with a 12.2% increase in revenue, reaching $565.5 million. The company also saw significant growth in GAAP and non-GAAP operating income, alongside a rise in paying users and average revenue per paying user.

Total revenue was $565.5 million, up 12.2% year-over-year.

Total ARR ended at $2.261 billion, an increase of 11.8% year-over-year.

Paying users reached 16.79 million, compared to 15.48 million in the same period last year.

GAAP net income was $124.6 million, compared to a loss of $345.8 million in the same period last year.

Total Revenue
$566M
Previous year: $504M
+12.2%
EPS
$0.41
Previous year: $0.28
+46.4%
Paying Users
16.79M
Previous year: 15.48M
+8.5%
ARPU
$135
Previous year: $130
+3.5%
Annual Recurring Revenue
$2.26B
Previous year: $2.02B
+11.8%
Gross Profit
$450M
Previous year: $398M
+12.9%
Cash and Equivalents
$533M
Previous year: $315M
+69.3%
Free Cash Flow
$161M
Previous year: $158M
+1.9%
Total Assets
$3.09B
Previous year: $2.39B
+29.5%

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.