Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

Dropbox S-1

sec.gov

Post reply on HN
Print view View original

131–140 of 404 posts

Re: Dropbox S-1

#131

Post by defen »

teej wrote: post #67
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 targ…

Do you have a 5-second summary of what you mean by "Growth specifics and positioning of algorithms in the StitchFix S-1"? Just the fact that they use algorithms to tailor individual boxes, or do you mean something more specific?

Re: Dropbox S-1

#132

Post by bobsil1 »

MrMember wrote: post #34
uptown wrote: post #2

"My YC app: Dropbox - Throw away your USB" Apr 4, 2007 https://news.ycombinator.com/item?id=8863

There's always that one guy asking why a product exists when it's "trivial" to spin up and manage yourself.

Just smelt some silicon, yadda, yadda, yadda. Trivial.

Re: Dropbox S-1

#133

Post by nilsbunger »

joelrunyon wrote: post #36

Amazed there's still no good permission settings on nested folders in dropbox. Ran into this on a 4-5 year old project with multiple contributors and even on their paid versions, there's no good way to consolidate folders that have multiple "owners." Seems like there has to be a better way to handle this - Google Drive takes care of it much better.

Dropbox Business supports nested shared folders now. Source: I evangelized it and worked on it.

Re: Dropbox S-1

#134

Post by jedberg »

notfried wrote: post #93

Tip: Never pay for Dropbox at $99/year. It's repeatedly discounted throughout the year at Dell's website for $60, and often also comes with a $25 Dell gift card. So effectively, its value is $35/year, and you can buy multiple codes, redeem them, so you'd be effectively paying in advance for as long as you want, at 1/3rd of the price.

Normally I would jump on this, but I like dropbox, I like the people there, and I like Drew, so I'm willing to spend an extra $30 a year to increase their revenue and keep them in business longer.

Re: Dropbox S-1

#135

Post by omegaworks »

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?

If you believe the profits of our industry should be captured by more than just a few uber-wealthy, well-connected individuals, you applaud.

Buying a stock on the NYSE is doable with a bit of extra cash and the touch of a button in a trading app these days. Some would argue that even this is too high a barrier for the poor and marginalized, but it makes it possible for at least a portion of the professional class to participate.

Re: Dropbox S-1

#136

Post by sonaltr »

toomuchtodo wrote: post #127
sonaltr wrote: post #113

Earlier quoted context omitted.

For a B2B SAAS company...what's the ideal user cost of infrastructure? (I understand that it depends on the service..but a ratio of profit per user vs cost per user should be close no?)

The ideal cost is as low as possible without sacrificing future scaling needs or development velocity. At some point, you'll start to experience diminishing returns. It usually goes POC->Cloud provider->Your own gear

apart from the bigger companies (like Fb), have there been any major SaaS companies (esp. B2B but I guess that's trying to be too narrow so B2B & B2C) that have moved from Cloud to their own Data Center? (I know Etsy comes to mind...but apart from them?).

Re: Dropbox S-1

#137

Post by jedberg »

ereli1 wrote: post #65
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

Those two on Sunday are interesting. I wonder if they are data errors and were really Monday but in another time zone.

Re: Dropbox S-1

#138

Post by a_d »

Is this the first company to go public that (almost) started/took-off as a "Show HN"? In a way, this is a big moment for YC, PG and this community. Is there a list of "Show HNs" that have become "big"? It would be very interesting to see.

Re: Dropbox S-1

#139

Post by jartelt »

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?

Assuming the IPO goes well they should get applause because YC and employees will get liquidity. That said, if the IPO is priced low, employees and some investors may not get a large windfall and may not celebrating too much (kind of like how you do not always celebrate a large down round).

Re: Dropbox S-1

#140

Post by sonaltr »

matthewowen wrote: post #125
sonaltr wrote: post #113

Earlier quoted context omitted.

For a B2B SAAS company...what's the ideal user cost of infrastructure? (I understand that it depends on the service..but a ratio of profit per user vs cost per user should be close no?)

It surely depends on how much users pay for the service, and how high the non-software costs are. But in any case, the examples given are B2C free to use products which are generally going to provide... not a ton of revenue per user.

I thought Dropbox's revenue mainly comes from it's business clients - B2B is more $ compared to B2C although B2C might be more profitable as customers might pay the $10/1TB and not really use that much anyways)

Their paying users have increased, but the revenue per user has decreased (based on the S1...which I assume is because of enterprise deals).

Post reply on HN