Super Follows made the news, but Twitter’s Analyst Day was interesting for more reasons than that.
The New Dropbox, The Cloud OS, Connecting Versus File-Sharing
The New Dropbox is making a bid to be the Cloud OS, something only Microsoft has pursued. It took Dropbox a long time to realize the opportunity, but better late than never.
Box Earnings, Box’s Microsoft Problem, Dropbox Earnings
Box’s earnings are being framed in the context of Dropbox, but the real competitor is Microsoft. Dropbox, meanwhile, is charting a different path.
Apple’s China Patent Case, Slack Versus Teams, Stratechery LLC’s Choice
More on Apple and China, this time because of a patent case with Qualcomm. Then, Microsoft Teams may be catching up with and surpassing Slack; I can understand why.
ZTE and Trump, Dropbox Earnings, Bloomberg’s Paywall
The ZTE saga takes a twist, Dropbox’s first earnings are solid, and Bloomberg shows how the rich get richer.
Ring, Alarm.com, and Bottom-up Ecosystem Building; Dropbox and Timing; Apple, China, Microsoft, the United States
More follow-up on both Ring/Amazon and Dropbox, then why Apple in China explains why the Supreme Court should rule in favor or tech companies.
Dropbox’s Cost of Revenue, Cost of Revenue and Churn, Cloudy Dropbox
Dropbox’s falling cost of revenue has received a lot of attention, but absent more data, the trend appears unsustainable — just a company getting ready to go public.
The Dropbox Comp
Dropbox has filed its S-1, but comparisons with Box, Atlassian, and Slack demonstrate how difficult it is to tell just how good its business is.
Why LinkedIn Sold, Dropbox is Cash Flow Positive
Why did LinkedIn sell? The company almost certainly put itself into a box of its own making, over which it had no control. Meanwhile, Dropbox is cash-flow positive, but the company has made similar mistakes.
Dropbox Leaves AWS, Should UPS and Fedex Be Afraid?
In an inconvenient bit of timing Dropbox announced they were leaving AWS just as I was singing its praises; in fact the storage company’s decision reinforces the benefits AWS provides. Then, why Amazon’s move into logistics makes sense, and how it might play out.