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Dropbox Could Have One of 2017’s Most Interesting IPOs

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Re: Dropbox Could Have One of 2017’s Most Interesting IPOs

#91

Post by sjg007 »

raiyu wrote: post #38

The fact that Dropbox's revenue is well above Box's if the rumors in the article are true is a great positive sign. As is being cash flow positive which would indicate that if they are burning cash it isn't at the rate of 2x revenue that Box has been a victim of. However, the vision they are selling will not come to pass. That of them being a collaborative platform. Google docs, slack, and a myriad of other tools hav…

Honestly whoever can make the easiest way to share photos between iPhones will win. That and just store all of my photos forever.

Re: Dropbox Could Have One of 2017’s Most Interesting IPOs

#92

Post by CN7R »

ceejayoz wrote: post #20
verelo wrote: post #16

Earlier quoted context omitted.

People say this, but i actually hate it. Every time i use it i get confused, it's UI is slow and weird. I prefer Google Drive, but I might be a weird user.

Why are you using the web UI? Dropbox is at its best as just a folder on your hard drive that works like any other, except it effectively exists simultaneously on all your devices.

I'm going to guess that the person also uses Google docs and or slides which is mostly web-based -- yes you can download it for offline use but that's a hassle.

Re: Dropbox Could Have One of 2017’s Most Interesting IPOs

#93

Post by wil421 »

sjg007 wrote: post #91
raiyu wrote: post #38

The fact that Dropbox's revenue is well above Box's if the rumors in the article are true is a great positive sign. As is being cash flow positive which would indicate that if they are burning cash it isn't at the rate of 2x revenue that Box has been a victim of. However, the vision they are selling will not come to pass. That of them being a collaborative platform. Google docs, slack, and a myriad of other tools hav…

Honestly whoever can make the easiest way to share photos between iPhones will win. That and just store all of my photos forever.

OneDrive does this and can sync your camera roll. I use it to sync iPhone photos to my desktop and back.

You do need to open the app to sync.

Re: Dropbox Could Have One of 2017’s Most Interesting IPOs

#94

Post by samnwa »

raiyu wrote: post #38

The fact that Dropbox's revenue is well above Box's if the rumors in the article are true is a great positive sign. As is being cash flow positive which would indicate that if they are burning cash it isn't at the rate of 2x revenue that Box has been a victim of. However, the vision they are selling will not come to pass. That of them being a collaborative platform. Google docs, slack, and a myriad of other tools hav…

If you can open items from Dropbox and edit them directly, there might be hope for the product. Saving even one click between Dropbox and my current collaborative tool (Google Docs, Slack, etc) can be meaningful.

Re: Dropbox Could Have One of 2017’s Most Interesting IPOs

#95

Post by sid-kap »

tornadoboy55 wrote: post #78
bsharitt wrote: post #12

Being the one cloud service that sync across Linux, Windows, OS X with a native client, Dropbox is the service I'd like to give money for about 100GB of space for a couple of bucks a month, but I just don't need 1TB for $10 a month. So instead I use Google and wait in vain for a native Linux client that's probably never coming.

Try OverGrive. It changed my (Linux) life. It's as good as the official OS X client.

Insync is also very good.

Re: Dropbox Could Have One of 2017’s Most Interesting IPOs

#96

Post by sjg007 »

wil421 wrote: post #93
sjg007 wrote: post #91

Earlier quoted context omitted.

Honestly whoever can make the easiest way to share photos between iPhones will win. That and just store all of my photos forever.

OneDrive does this and can sync your camera roll. I use it to sync iPhone photos to my desktop and back. You do need to open the app to sync.

The other nice feature would be a public dropbox that you could give people special links or codes to upload to.

Re: Dropbox Could Have One of 2017’s Most Interesting IPOs

#97

Post by uiri »

umeshunni wrote: post #90
uiri wrote: post #83

Earlier quoted context omitted.

Their revenue according to the article is $750 million a year. You really think that their P/E ratio is less than 13? Most tech companies trade at a P/E between 25 and 30 these days. I wouldn't be surprised if DropBox's valuation was around $20B.

As the other response said, you're confusing revenue with earnings. Very few companies have a revenue multiple of 13x. Looking at this chart https://blog.intercom.com/wp-content/uploads/2014/07/4-forwa... it looks like Dropbox can expect something in the 6x-10x range, valuing them at $4.5-7.5B.

Seems that you are correct - earnings refers to profit (bottom line) rather than reveneu (top line). Thanks!

That being the case, DropBox probably isn't profitable yet which would throw their P/E through the roof and make that a useless metric.

Box is already public and it has revenue around $300 million and a valuation of ~$1.9B. DropBox will probably get a better revenue multiplier since their customer acquisition cost is lower than and their overall network effects and future outlook is better than Box. I'd place DropBox at a ~$6B valuation. Hopefully their revenue grows enough between now and IPO to support something closer to $10 or $12B.

Re: Dropbox Could Have One of 2017’s Most Interesting IPOs

#98

Post by new299 »

curiousDog wrote: post #3

Dropbox is one of those products that is just a pleasure to use (like Stripe). Sync works seamlessly. I've tried all other alternatives and gotten back to being a paid customer of Dropbox. I think it also boils down to most of your employees being passionate, smart folks from MIT, CMU and the like. Good luck to them with the IPO.

I hope their IPO fails spectacularly for the singular reason that they have a board member who supports warrentless surveillance [1].

This seems like a huge issue for a company that is entrusted with user data. If Dropbox continues to be successful, their support of warrentless surveillance will become the norm. I don't use their service. If you value the security and privacy of your data they seem like a poor choice.

[1] Condoleezza Rice (http://www.drop-dropbox.com/)

Re: Dropbox Could Have One of 2017’s Most Interesting IPOs

#99

Post by new299 »

I'm slightly shocked that tech-types who in general seem to be against mass state sponsored surveillance continue to support Dropbox. Dropbox appointed Condoleezza Rice to their board. Rice supports warrentless surveillance [1]. They've made no moves to encrypt data service side.

I hope their IPO fails spectacularly so that support of warrentless surveillance does not become the norm in tech companies.

[1] Condoleezza Rice (http://www.drop-dropbox.com/)

Re: Dropbox Could Have One of 2017’s Most Interesting IPOs

#100

Post by new299 »

B1FF_PSUVM wrote: post #4

Does anyone here still use Dropbox? (I signed up in 2009, and probably last touched it in 2011 ...) P.S. their studiously ignoring user-side encryption was a factor - if I'm getting my files exposed, might as well go with the big default services.

Their lack of encryption is even more concerning as they appointed a board member who supports warrentless surveillance: http://www.drop-dropbox.com/
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