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Dropbox S-1

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Re: Dropbox S-1

#62

Post by mankash666 »

Commentary on valuation:

1. Box, a public company, is currently valued at $3.17B. It had revenues of ~$480M with a net loss of $150M in 2017 [1]

2. In contrast, Dropbox had revenues of $1.11B with a net loss of $111M in 2017.

The higher revenues, and lower losses bode well for Dropbox. Objectively, that would value Dropbox in the $8B-$9B range, $1B-$2B short of it's previous $10B private valuation

[1]: https://goo.gl/Agf5Xt

Re: Dropbox S-1

#63

Post by brink »

blocked_again wrote: post #58
habosa wrote: post #23

I believe this is the first ever YC company to go public? If so congrats to YC as well as the team at Dropbox.

Curious why going public deserves an applause. Is being private a bad thing?

It's more of a "congrats on the money" applause.

Re: Dropbox S-1

#64

Post by keyboardhitter »

nightcracker wrote: post #57
keyboardhitter wrote: post #53

Earlier quoted context omitted.

well, there's less chance of advertisements, and it gets to the point rather quickly i am not an economist or lawyer and prefer it i don't have to worry about a writer/editor injecting personal opinions that i could care less about

> and it gets to the point rather quickly In a mere 160 pages. Unless you know what to look for it most certainly does not get to the point rather quickly.

then i guess i know what to look for to satisfy myself, I'm not speaking for everyone here, just responding to OP's question

Re: Dropbox S-1

#65

Post by ereli1 »

minimaxir wrote: post #3

Do companies typically announce an IPO on a Friday, right before market close?

Looking at data from the last couple of years, it appears that filling on Friday is pretty common. (see ipomonitor.com for data).

  pbpaste |sort|uniq -c|sort -k1nr
    614 Friday
    436 Monday
    339 Thursday
    326 Tuesday
    283 Wednesday
      2 Sunday

Re: Dropbox S-1

#66

Post by tdb7893 »

blocked_again wrote: post #58
habosa wrote: post #23

I believe this is the first ever YC company to go public? If so congrats to YC as well as the team at Dropbox.

Curious why going public deserves an applause. Is being private a bad thing?

It signifies a milestone. Being single isn't bad but there's no problem celebrating a wedding

Re: Dropbox S-1

#67

Post by teej »

mankash666 wrote: post #30

Just curious - how's a raw SEC filing preferable to a reliable article summarizing it in non-legalese, providing context with the competition, etc. Other than lawyers and economists, does anyone ACTUALLY prefer this raw filing? EDIT: Adding my preferred link: https://www.cnbc.com/2018/02/23/dropbox-ipo-form-s-1-prospec...

I always find juicy information in the S1 that doesn't get reported on right away. Off the top of my head:

* Reliance and risks of Zynga in the Facebook S-1

* Customer acquisition costs in the Blue Apron S-1

* Growth specifics and positioning of algorithms in the StitchFix S-1

* Infrastructure costs in the Snapchat S-1

Besides, an S-1 filing is not written in legalease, it's written in plain language. One of the target audiences is street investors so it's meant to be accessible. I'm looking forward to digging into this one.

Re: Dropbox S-1

#69

Post by whoisjuan »

blocked_again wrote: post #58
habosa wrote: post #23

I believe this is the first ever YC company to go public? If so congrats to YC as well as the team at Dropbox.

Curious why going public deserves an applause. Is being private a bad thing?

Well. For Y-Combinator is a win. It's an opportunity to convert their equity to cash and get a return on their investment.

Re: Dropbox S-1

#70

Post by untog »

braderhart wrote: post #25
untog wrote: post #20

Earlier quoted context omitted.

1TB of storage: - Google Drive: $9.99 ( https://www.google.com/drive/pricing/ - Dropbox: $8.25 ( https://www.dropbox.com/individual/plans-comparison ) There's one answer for you.

Look into GSuite and see what else you get, in addition to archiving support for Google Drive... and actually, GSuite is unlimited storage... sorry Dropbox, but you lose in terms of price and features.

Sure, but if you literally just want somewhere to store files, then Dropbox is cheaper. That's one reason why someone might prefer it.
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