Dropbox files for IPO

EDebrief 路 Deep Dive Into Dropbox’s IPO Filing

Issue #8

Startups, innovation, digital strategy

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Startups & Product Management 馃殌

Dropbox filed to go public on Friday 23rd.The company, which reported just over $1bn in revenues last year, is filling for a $500M IPO, poised to be the one of the biggest tech listings since Snapchat, and valuing the company at close to $10bn. This week鈥檚 EDebrief analyses Dropbox’s history and USP, together with opinions on the potential outlook after going public.

  • 10 min read – Back in 2008, Dropbox achieved product-market fit quickly聽by fulfilling a strong customer need for storing data in the cloud. Conversely, today Dropbox feels a lot more like a feature than like a complete product (think of equivalents like Google Drive or OneDrive, who offer data storage as a feature within the ecosystem of Office365 or GoogleDocs). What’s the future of Dropbox, and how might the competitive landscape evolve for them? [via Stratechery]
  • 7 min read – Dropbox has been challenged head-on by giants like Google and Microsoft and has lived to tell the tale. The reason: a laser focus on delivering value for their customers [via NextView Ventures]
  • 7 min read聽– A teardown of Dropbox’s key performance indicators places their valuation at $10bn [via Spark Capital]
  • 9 min read – Benchmarking Dropbox’s KPIs against Box: Dropbox generates more than twice as much revenue, but grows at the same rate. Gross margins are almost the same, but Dropbox generates about 2x more in gross profit per dollar in sales and marketing spend than Box [via SurePath Capital]
  • 3 min read – Dropbox’s shareholders benefiting from this float聽[via Virginia Backaitis]

Digital Strategy and Trends聽馃攢

Optimize conversion

  • 25 min read聽– Optimizing for Customer Lifetime Value,聽mitigating Uplift Decay, and Optimizing Competitively are three novel ways to push an optimization program beyond the limit聽[via ConversionXL]

Cryptocurrencies and Finance聽馃搱

  • 5 min read – Telegram triples the price of its next ICO funding round to $2.55 billion聽[via Forbes]
  • 5 min read – The crypto market has come down by ~60% since its January peak. But nothing has really changed in the fundamental analysis of the sector [via Fred Wilson]
  • 4 min watch – A video that explains聽the shift towards the decentralization mindset enabled by聽Blockchain [via Upfront Ventures]

Must-listen Podcasts聽馃帶

  • 45 min listen – Dropbox has filled for IPO arguably too late. By the time they have done so, storing data in the cloud has been commoditized and plenty of competitors have arisen, capturing valuable business segments like B2B. Dropbox will continue to create value for their users but the question is, can they continue to capture it? [via Stratechery]

Interesting Reads聽馃

  • 6 min read – No one wakes up thinking, 鈥淚 am going to make bad decisions today.鈥 And yet we all make them. Thinking about the problems more clearly, and looking at them from the outside in can help avoid the mental biases that undermine good decision making聽 [via Farnham Street]

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