NASDAQ$DBX

Dropbox Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported a revenue increase of 1.9% year-over-year, reaching $634.5 million.

Dropbox announced its Q2 2024 results, with revenue reaching $634.5 million, a 1.9% increase year-over-year. The company reported a GAAP operating margin of 20.0% and a non-GAAP operating margin of 35.9%. Net cash provided by operating activities was $230.6 million, and free cash flow was $224.7 million.

  • Total revenue was $634.5 million, up 1.9% year-over-year.
  • Total ARR was $2.573 billion, an increase of 2.9% from the same period last year.
  • Paying users reached 18.22 million, compared to 18.04 million in the same period last year.
  • GAAP operating margin was 20.0%, while non-GAAP operating margin was 35.9%.

Headline financials

Total Revenue

$635M

Previous: $623M+1.9%
EPS

$0.34

Previous: $0.51-33.3%
Paying Users

18.2M

Previous: 18.0M+1.0%
ARPU

$139.93

Previous: $138.94+0.7%
Total ARR

$2.57B

Previous: $2.5B+2.9%
Capital Expenditures

-$15.1M

Previous: -$4.9M-208.2%
Free Cash Flow

$95.4M

Previous: $38.3M+149.1%
Net Income

$111M

Previous: $43.2M+155.8%
Operating Income

$127M

Previous: $56.5M+124.8%
Gross Profit

$528M

Previous: $502M+5.0%
Cash & Equivalents

$515M

Previous: $510M+0.9%
Total Assets

$2.72B

Previous: $2.94B-7.5%
R&D Expense

$227M

No prior period
Stock-Based Comp

$90.5M

Previous: $95.3M-5.0%

Revenue & EPS history

Dropbox · Revenue · Quarterly

$635M

Q2 2024+1.9%vs Q2 2023
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 Q2 2024

Historical avgQ2 2024

-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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