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Dropbox S-1

sec.gov

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Re: Dropbox S-1

#51

Post by meritt »

swampthinker wrote: post #42
meritt wrote: post #28

Rough numbers here because BOX hasn't reported full 2017 yet but: Dropbox 2017: $1107M Revenue Dropbox 2017 Paying Users: 11M ARPU: $100 [1] Box.com (Q4-16 to Q3-17): $479M Revenue Box.com (Q3-17) Paying Users: 9.7M - 10.2M [2] ARPU: $47 - $49 [3] [1] $1107/11 [2] "over 17% of our registered users [57M] were paying users" [3] 479/10.2 to 479/9.7

Wow, I assumed that Box would've had a higher ARPU given it's focus on enterprise.

Me too. I'm trying to find better ARPU metrics to ensure I'm not misunderstanding that vague "over 17%" statement. As a company they tend to report "Number of Paying Customers" which are businesses and only occasionally reference individual user accounts.

Though simply looking at per user per month pricing:

    Dropbox for Business has $15, $25, and Enterprise
    Dropbox Individual has Free, $10, and $20
    Box.com has $5, $15, $25, and Enterprise
The math doesn't even really make sense though. Dropbox's ARPU is $8/user/mo whereas Box is $4/user/mo. Either the my math is wrong or Box offers some pretty steep Enterprise discounts that work out to <$5/user/mo.

Re: Dropbox S-1

#52

Post by pbhjpbhj »

braderhart wrote: post #29
tsm wrote: post #10

Earlier quoted context omitted.

My two reasons: 1) More people use Dropbox, which makes sharing easier. 2) First-class support for Linux

Dropbox never worked on Linux for me. It was buggy and maxed out my CPU. They didn't even provide proper changelogs at the time.. not sure if they do now? Is their application open source? Rclone works with Google Drive just fine, and it is unlimited storage.

I had a major data-loss (recommended third-party element for KDE may have been responsible; was using free version), haven't used it since.

It's very similar to IMAP in the way a major data loss can be sync-ed. Would love to have "only mark remote deletions" (in both! with option to perform deletion locally on request), perhaps it's in there now, or part of the paid version.

Re: Dropbox S-1

#53

Post by keyboardhitter »

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...

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

Re: Dropbox S-1

#54

Post by braderhart »

news_to_me wrote: post #33
braderhart wrote: post #24

Earlier quoted context omitted.

I don't. Google provides way more for a lot less money. You can encrypt your own content on either providers. For GSuite you get literally almost every service you can imagine, include a phone number that you can make unlimited calls to/from landlines with using your computer.

It's not just about cost-effectiveness, it's about which company is making the Web a better place — and I see a lot of Google's activities actively moving in the wrong direction. For me, it's more about the companies than the product (which, like I said, is probably an unsatisfactory criteria for most people). Glad you're enjoying Google's services though :)

In a lot of ways making the world a better place is about cost-effectiveness, and honestly what is Dropbox doing? Are they the main contributor to Nextcloud? Yeah, Google isn't much better in that regard, but I can buy a descent $199 unlocked Android phone now at Costco, and have all of Google services integrated. They also provide a lot of descent open source tools. Have you tried Kubernetes? :)

Re: Dropbox S-1

#55

Post by cpburns2009 »

braderhart wrote: post #29
tsm wrote: post #10

Earlier quoted context omitted.

My two reasons: 1) More people use Dropbox, which makes sharing easier. 2) First-class support for Linux

Dropbox never worked on Linux for me. It was buggy and maxed out my CPU. They didn't even provide proper changelogs at the time.. not sure if they do now? Is their application open source? Rclone works with Google Drive just fine, and it is unlimited storage.

I've been using the free tier of Dropbox on Linux (Arch Linux, Debian, Ubuntu) for years and I've never had an issue.

Re: Dropbox S-1

#56

Post by 123212321 »

wmeredith wrote: post #39
wonder_bread wrote: post #22

Seems like the move away from AWS to it's own infrastrucutre is starting to pay dividends. 33% GM to 67% in two years is certainly impressive!

Friendly heads up: "its" is possessive (like his or hers) whereas "it's" is a contraction of "it" and "is".

You should reassess how you see the world

Re: Dropbox S-1

#57

Post by nightcracker »

keyboardhitter wrote: post #53
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...

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.

Re: Dropbox S-1

#59

Post by whoisjuan »

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.

I think that's true. I always thought AirBnb was going to be the first one to go public.
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