NASDAQ$DBX

Dropbox Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Dropbox's financial performance beat guidance across all metrics, with a focus on integrating AI/ML into its products.

Dropbox reported a revenue of $611.1 million, up 8.7% year-over-year, and an ARR of $2.468 billion, up 7.8% year-over-year. The company is focusing on integrating AI/ML into its products.

  • Total revenue was $611.1 million, an increase of 8.7% from the same period last year.
  • Total ARR ended at $2.468 billion, an increase of 7.8% from the same period last year.
  • Paying users ended at 17.90 million, as compared to 17.09 million for the same period last year.
  • Free cash flow was $138.0 million, as compared to $130.7 million for the same period last year.

Headline financials

Total Revenue

$611M

Previous: $562M+8.7%
EPS (adj)

$0.42

Previous: $0.38+10.5%
Paying Users

17.9M

Previous: 17.1M+4.7%
ARPU

$138.97

Previous: $134.63+3.2%
Total ARR

$2.47B

Previous: $2.29B+7.8%
Capital Expenditures

-$1.9M

Previous: -$10.7M+82.2%
Free Cash Flow

$67.1M

Previous: $69M-2.8%
Net Income

$69M

Previous: $79.7M-13.4%
Operating Income

$84.1M

Previous: $89.5M-6.0%
Gross Profit

$494M

Previous: $450M+10.0%
Cash & Equivalents

$333M

Previous: $446M-25.3%
Total Assets

$2.99B

Previous: $2.85B+5.0%
Stock-Based Comp

$76M

Previous: $72.3M+5.1%

Revenue & EPS history

Dropbox · Revenue · Quarterly

$611M

Q1 2023+8.7%vs Q1 2022
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

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

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

-1.1%

Avg return

Earnings day

-2.7%

Avg return

5 days after

-2.4%

Avg return

30 days after

38%

12 / 32 earnings

Positive

+22.5%

Q4 2019

Best reaction

-22.6%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+15.2%+4.5%+9.7%
Q4 2025+2.7%-1.2%+1.2%
Q3 2025+7.6%+7.6%+2.3%
Q1 2025-0.7%-0.3%-0.7%
Q4 2024-16.2%-16.6%-16.9%
Q3 2024-3.1%+0.1%+4.2%
Q2 2024+3.5%+3.7%+6.5%
Q1 2024-0.8%+3.0%-8.1%
Q4 2023-22.6%-25.2%-26.5%
Q3 2023-0.6%-1.0%+10.0%
Q2 2023+6.3%+7.5%+7.7%
Q1 2023+7.2%+6.6%+19.1%
Q4 2022-12.2%-11.9%-17.2%
Q3 2022+3.5%+4.4%+12.8%
Q2 2022-0.8%+1.4%-10.8%
Q1 2022-5.6%-7.8%+1.9%
Q4 2021-7.6%-13.3%-7.5%
Q3 2021-9.5%-7.1%-22.0%
Q2 2021+2.5%+3.0%+3.1%
Q1 2021-0.6%+2.8%+14.6%
Q4 2020-2.7%-3.8%+11.5%
Q3 2020+3.2%-0.4%+9.7%
Q2 2020-10.9%-15.3%-14.9%
Q1 2020+7.5%+8.8%+8.0%
Q4 2019+22.5%+12.7%-4.0%
Q3 2019-3.7%-8.0%-11.1%
Q2 2019-9.9%-11.5%-8.6%
Q1 2019-0.7%-6.3%-2.7%
Q4 2018-8.0%-4.5%-14.8%
Q3 2018+2.2%-5.4%-14.0%
Q2 2018-1.6%-8.2%-15.2%
Q1 2018-0.4%-5.9%-4.6%
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016

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