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- 19% YoY rev growth
— alex (@alex) February 20, 2020
- FCF of $161M off rev of $446M
- ARR of $1.82B at EoY
- some ARPU gains (4.5% YoY)
co also promised to rebuy $600M in stock - is that why shares spiked?
Impressive: Dropbox reaches $1.82B ARR, 19% YoY growth, with 14.3M paying users at $125 ARPU https://t.co/TvSrwDCD0f
— Sachin Rekhi (@sachinrekhi) February 21, 2020
Strong earnings and sales from Dropbox. And a stock buyback as well. $DBX up 14% after hours.
— Paul R. La Monica (@LaMonicaBuzz) February 20, 2020
Dropbox ends fiscal year with more than $1.6B in revenue, 14M users https://t.co/f7MUZ0RVkQ by @stephcondoncbs
— ZDNet (@ZDNet) February 20, 2020
Dropbox shares soar more than 15% on earnings beathttps://t.co/HDAkXCWBF2 pic.twitter.com/8w3jAbdPFs
— CNBC Now (@CNBCnow) February 20, 2020
$DBX (+11.9% pre) Dropbox shares jump on earnings beat - CNBChttps://t.co/p7CFkQ9gVb
— Open Outcrier (@OpenOutcrier) February 21, 2020
Dropbox's Drew Houston just said something straight up crazy in SaaS land, he's said the company aims to be profitable on a GAAP basis by end of year https://t.co/Whz53REUT8
— Jordan Novet (@jordannovet) February 20, 2020
one of @alex's superpowers his his ability to break down complex financial situations and turn WTFs into Oh That Makes Sense https://t.co/S4ruO97ijS
— drew olanoff (@yoda) February 21, 2020
im a huge sucker for saas so i had to write about why dbx shares went kaboom after earnings, and what it might mean for startups https://t.co/DuWS35tVmM
— alex (@alex) February 21, 2020
ドロップボックス課金ユーザー数1,430万人、ARPU125ドル、ARR19%増の18.2億ドル約2,000億円
— Kohei Ando (@ando_kohei) February 22, 2020
S&M、G&A削減でマージンも改善
決算発表から株価20％近く上昇して時価総額93.2億ドルに回復してるhttps://t.co/jLEV7iRDFH