Dropbox 2020 Q3
2020年の3Q決算まとめ
- revenue: $487.4 million (+14%) beat by $3.76 million
- EPS $0.26 beat by $0.07
- Paying users: 15.25 million (was 14.00 million)
- Average revenue per paying user: $128.03 (was $123.15)
- Free cash flow: $187.0 million (was $102.5 million)
- Q4 guidance: $497-499M in revenue (consensus: $494.09M).
Strategy -
2007; keeping files in sync (cloud storage)
Now; keeping teams in sync (smart workspace)
Product update
- The new Dropbox (Bring together cloud content and files in one place, integrated with apps)
- Dropbox transfer (view, download, and comment on Transfer)
- Dropbox passwords
- Dropbox vault
- Computer Backup
- Dropbox family
S-1で見た通り、Dropboxの収益は有料登録している会員数に依存している。一貫して増加しているので、今回の決算も良かったと言える。
