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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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.
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Dropbox Paper, Dropbox’s Missed Opportunities, Google Apps Stagnation
Dropbox just announced a major new product, Paper. However, I think it is far too little far too later. Meanwhile, Google is using pricing gimmicks for Apps, which speaks to how little the core product has evolved.
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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.
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Daily Update: Google to Become MVNO?, Samsung vs Qualcomm, Box Prices IPO
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Daily Update: How Apple Pay Might Fail, Dropbox and Office, Amazon Prime Adds Cloud Storage
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Daily Update: Apple and the Cloud Followup, Box for Industries, Calculators: Not Disrupted
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Daily Update: Google’s Drone Program; Dropbox Pro; Wanda, Tencent, and Baidu to Take on Alibaba
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Daily Update: Amazon’s PR Runup, Box Acquires Streem, Priceline Acquires OpenTable
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Apple and Beats, Box adds GE, Comcast Entering Online Ads