NASDAQ$DBX

Dropbox Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

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

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.

Headline financials

Total Revenue

$639M

Previous: $633M+0.9%
EPS

$0.34

Previous: $0.56-39.3%
Paying Users

18.2M

Previous: 18.2M+0.4%
ARPU

$139.05

Previous: $138.71+0.2%
Total ARR

$2.58B

Previous: $2.53B+2.2%
Capital Expenditures

-$19.2M

Previous: -$14.3M-34.3%
Free Cash Flow

$87.5M

Previous: $99.8M-12.3%
Net Income

$107M

Previous: $114M-6.5%
Operating Income

$128M

Previous: $131M-2.2%
Gross Profit

$527M

Previous: $513M+2.7%
Cash & Equivalents

$518M

Previous: $604M-14.3%
Total Assets

$2.58B

Previous: $3.01B-14.4%
R&D Expense

$226M

Previous: $216M+4.3%
Stock-Based Comp

$92.3M

Previous: $83.8M+10.1%

Revenue & EPS history

Dropbox · Revenue · Quarterly

$639M

Q3 2024+0.9%vs Q3 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 Q3 2024

Historical avgQ3 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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