Dropbox's stock has been stuck at around $6B valuation for years with flat growth and income around $2.5B per year. It is just stuck.
Box.com, which is quite similar, is not that different. Around $3B and $1.2B in income. Similar valuation.
I think it is the market, not the leadership.
It is a tough market that has cut off the consumer end because all the big players have their own deeply integrated solutions: Apple (iCloud), Google (Drive), Microsoft (OneDrive).
Not sure where to go since the big guys won't acquire you given that they have alternatives. Maybe a business software acquirer like Salesforce or Dell? Or an AI company that would use this type of cloud storage as a AI document store / collaboration hub?
Box.com, which is quite similar, is not that different. Around $3B and $1.2B in income. Similar valuation.
I think it is the market, not the leadership.
It is a tough market that has cut off the consumer end because all the big players have their own deeply integrated solutions: Apple (iCloud), Google (Drive), Microsoft (OneDrive).
Not sure where to go since the big guys won't acquire you given that they have alternatives. Maybe a business software acquirer like Salesforce or Dell? Or an AI company that would use this type of cloud storage as a AI document store / collaboration hub?
I honestly do not know where to go.