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Dec 31, 2023

Dropbox Q4 2023 Earnings Report

Dropbox reported a revenue increase of 6.0% year-over-year, reaching $635.0 million. The company's GAAP operating margin was 42.1%, and non-GAAP operating margin was 32.2%.

Key Takeaways

Dropbox's Q4 2023 earnings revealed a 6.0% increase in revenue, totaling $635.0 million. The company focused on improving profitability and investing in AI growth initiatives. GAAP net income was $227.3 million, while free cash flow reached $190.3 million.

Total revenue was $635.0 million, up 6.0% year-over-year.

Total ARR was $2.523 billion, a slight increase of 0.3% from the same period last year.

Paying users reached 18.12 million, compared to 17.77 million in the same period last year.

GAAP operating margin was 42.1%, and non-GAAP operating margin was 32.2%.

Total Revenue
$635M
Previous year: $599M
+6.0%
EPS
$0.5
Previous year: $0.4
+25.0%
Paying Users
18.12M
Previous year: 17.77M
+2.0%
ARPU
$139
Previous year: $135
+3.2%
Annual Recurring Revenue
$2.52B
Previous year: $2.51B
+0.4%
Gross Profit
$513M
Previous year: $483M
+6.2%
Cash and Equivalents
$615M
Previous year: $233M
+164.1%
Free Cash Flow
$190M
Previous year: $182M
+4.7%
Total Assets
$2.98B
Previous year: $3.11B
-4.1%

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.