Storage
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Let’s get one thing out of the way: there is nothing about Box’s S-1 filing that suggests tech is in a bubble. Indeed, the fact Aaron Levie and company are not yet profitable is a…
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The battle between Dropbox and Box show the differences between selling to consumers and selling to enterprise.
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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.
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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.
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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.
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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.
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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.
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Google Next, Box 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?
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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.
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Nest and Podcasting Follow-up, Box Earnings, Microsoft’s Cloud Challenge
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.
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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.