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.

Box and Google Cloud Vision, An Interview with Box CEO Aaron Levie

Box has made a deal to offer Google’s Vision AI services to its customers; is there space to be the intermediary between technology providers and end users? Box CEO Aaron Levie answers those questions and more.

Google Next, Box’s Earnings

The Google Next keynote was lacking in vision, but Google still has a big opportunity. Then, Box seems to have turned the corner, validating their approach. Will more modern sales approaches work as well?

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.

Microsoft SQL Server to Run on Linux, Box’s Great Quarter

Windows is truly dead at Microsoft, as SQL Server will soon run on Linux. Meanwhile, Box had a great quarter, underlying the fact that SaaS economics work — and what happened to Windows Server helps explain why.

Battle of the Box, Updated; Apple Enables Ad-Blockers

A year ago I compared and contrasted Box and Dropbox; both have taken very different paths over the last year, and in light of Box’s earnings and recent Dropbox news I check back in on their progress. Also, Apple and ad-blockers.