Box’s earnings are being framed in the context of Dropbox, but the real competitor is Microsoft. Dropbox, meanwhile, is charting a different path.
The ZTE saga takes a twist, Dropbox’s first earnings are solid, and Bloomberg shows how the rich get richer.
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.
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 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.
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 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.
Follow-up on Nest and Podcasting, then why Box’s numbers are a bit more worrisome than the company is letting on. Plus, a must-read article on Microsoft.
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.
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.