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Dropbox up 40% on first day of trading
Poast new message in this thread
Date: March 23rd, 2018 11:41 AM Author: fluffy coffee pot kitchen (http://www.autoadmit.com/thread.php?thread_id=3926708&forum_id=2#35669657) |
Date: March 23rd, 2018 11:48 AM Author: Federal Jade Range Faggot Firefighter This is just psyco IPO flipping. It will come back down significantly soon, I imagine.
The guy who created this site was their third employee and is worth something like $100 million now. |
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Date: March 23rd, 2018 11:48 AM Author: fluffy coffee pot kitchen good for boondocks (http://www.autoadmit.com/thread.php?thread_id=3926708&forum_id=2#35669715) |
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Date: March 23rd, 2018 11:49 AM Author: Exhilarant rambunctious box office (http://www.autoadmit.com/thread.php?thread_id=3926708&forum_id=2#35669716) |
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Date: March 26th, 2018 2:26 PM Author: amethyst razzle-dazzle whorehouse azn (http://www.autoadmit.com/thread.php?thread_id=3926708&forum_id=2#35692520) |
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Date: March 23rd, 2018 11:50 AM Author: Big mauve field why? in the longer run maybe amazon or apple take share but right now i like it’s prospects. might actually cop me a bunch (http://www.autoadmit.com/thread.php?thread_id=3926708&forum_id=2#35669728) |
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Date: March 23rd, 2018 11:49 AM Author: Exhilarant rambunctious box office IPOs are the new ICO (http://www.autoadmit.com/thread.php?thread_id=3926708&forum_id=2#35669719) |
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Date: March 23rd, 2018 12:21 PM Author: Diverse well-lubricated wagecucks (millennial) (http://www.autoadmit.com/thread.php?thread_id=3926708&forum_id=2#35669995) |
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Date: March 23rd, 2018 11:54 AM Author: fluffy coffee pot kitchen Box CEO MAF :
Does seeing Dropbox’s numbers make you want to get into the consumer business at all?
God, no. 60% to 70% retention rates, the dynamics of their business—I haven’t done any of the math on this, but every year you have to go reacquire hundreds of millions of dollars in revenue to make up for the hundreds of millions of dollars in revenue that churned. You’re kind of on this hamster wheel from a customer standpoint. Also, it's a wildly competitive market—You’ve got iCloud, Google GOOGL, -0.46% GOOG, -0.44% Drive, OneDrive. You have adjacent competitors, like we all probably put our photos on Facebook FB, -0.38% or Instagram, so you have to be thinking about different adjacencies where the data that could have been in Dropbox is now in a photo-sharing tool or different platform. It’s not an attractive market. Dropbox has made it work, so I give them huge kudos for how they’ve made that business work, but I would not be able to stomach that.
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Date: March 23rd, 2018 12:17 PM Author: Internet-worthy Salmon Cruise Ship Digit Ratio Are they profitable?
Seeems like theres a million services to store shit on the cloud. |
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Date: March 23rd, 2018 12:22 PM Author: fluffy coffee pot kitchen LMAO of course not wtf do you think this is, real businesses or something? (http://www.autoadmit.com/thread.php?thread_id=3926708&forum_id=2#35670000) |
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Date: March 23rd, 2018 12:28 PM Author: Internet-worthy Salmon Cruise Ship Digit Ratio My bad, thought this was a crypto thread (http://www.autoadmit.com/thread.php?thread_id=3926708&forum_id=2#35670059) |
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Date: March 23rd, 2018 12:29 PM Author: Big mauve field er net income is a horrible way to decide if a company is good or not. especially a tech company (http://www.autoadmit.com/thread.php?thread_id=3926708&forum_id=2#35670075) |
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Date: March 23rd, 2018 12:31 PM Author: Big mauve field wrong question to ask for a recently ipo’ed tech company. net income is worthless. gotta look at total addressable market (consumer cloud storage seems massive) and their share of the space. i bet revenues are sticky as fuck since people aren’t uprooting their files to save a buck or two on subscription fees.
bet cash flows look good in the near term. |
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Date: March 23rd, 2018 12:35 PM Author: fluffy coffee pot kitchen "people aren’t uprooting their files to save a buck or two on subscription fees"
the Box ceo said DBX retention rates are 60-70% (DBX didnt disclsoe |
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Date: March 23rd, 2018 12:39 PM Author: Big mauve field So not as good as enterprise software retention rates but not that bad. I bet Dropbox has internal numbers that look better. Lemme see what equity research is saying about it (http://www.autoadmit.com/thread.php?thread_id=3926708&forum_id=2#35670160) |
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Date: March 23rd, 2018 12:48 PM Author: Big mauve field Their blended retention rate (consumers plus business) was 90%+. (http://www.autoadmit.com/thread.php?thread_id=3926708&forum_id=2#35670233) |
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Date: March 23rd, 2018 12:50 PM Author: fluffy coffee pot kitchen link? (http://www.autoadmit.com/thread.php?thread_id=3926708&forum_id=2#35670255) |
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Date: March 23rd, 2018 12:54 PM Author: Big mauve field Check p 64 of the s-1 man. It was inconceivable these guys could not disclose this number before an ipo
https://www.sec.gov/Archives/edgar/data/1467623/000119312518055809/d451946ds1.htm |
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Date: March 23rd, 2018 12:55 PM Author: fluffy coffee pot kitchen net revenue retention != retention
look how it stacks up with other companies here - 90% is actually pretty low
https://medium.com/@alexfclayton/saas-ipo-net-dollar-retention-benchmarks-b0444b532632
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Date: March 23rd, 2018 12:40 PM Author: Internet-worthy Salmon Cruise Ship Digit Ratio Wheres that cash going? Dropbox has been around a while. I admittedly dont know anything about how their business works in terms of cost centers. Is cloud storage particularly expensive? It just seems like such a simple business, call me naive but just seems like they should be in the black by now. (http://www.autoadmit.com/thread.php?thread_id=3926708&forum_id=2#35670165) |
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Date: March 23rd, 2018 12:41 PM Author: fluffy coffee pot kitchen chrome pandas cost $100k each man
https://www.pcmag.com/news/344309/dropbox-cuts-perks-but-not-100k-chrome-panda |
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Date: March 23rd, 2018 12:46 PM Author: Internet-worthy Salmon Cruise Ship Digit Ratio LMAO I would be FURIOUS if i worked for dbx and got that email (http://www.autoadmit.com/thread.php?thread_id=3926708&forum_id=2#35670216) |
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Date: March 23rd, 2018 12:42 PM Author: Milky idea he suggested Took a long time but Boondocks finally has those crypto numbers (http://www.autoadmit.com/thread.php?thread_id=3926708&forum_id=2#35670177) |
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Date: March 23rd, 2018 12:44 PM Author: Wonderful shimmering police squad Bankers ripping off owners yet again. (http://www.autoadmit.com/thread.php?thread_id=3926708&forum_id=2#35670200) |
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Date: March 23rd, 2018 12:46 PM Author: fluffy coffee pot kitchen cr we should be super sad for the billionaires at accel
employees (who cant sell yet anyway) are thrileld as fuk |
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Date: March 23rd, 2018 12:49 PM Author: Big mauve field Ipos are one of the few places where bankers actually earn their money tbh. (http://www.autoadmit.com/thread.php?thread_id=3926708&forum_id=2#35670239) |
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Date: March 23rd, 2018 12:53 PM Author: Milky idea he suggested Wow, Dropbox is the first YC company to go public. Shows you how big the unprofitable startup fraud bubble is (http://www.autoadmit.com/thread.php?thread_id=3926708&forum_id=2#35670271) |
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Date: March 23rd, 2018 12:54 PM Author: fluffy coffee pot kitchen brother this alone lets the YC founders guarantee that their great great great grandchildren wont have to work
they will have airbnb soon also |
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Date: March 23rd, 2018 1:38 PM Author: Milky idea he suggested They only bought 6% not accounting for dilution (http://www.autoadmit.com/thread.php?thread_id=3926708&forum_id=2#35670656) |
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Date: March 23rd, 2018 2:49 PM Author: fluffy coffee pot kitchen cr those fools will never make it on hundreds of millions (http://www.autoadmit.com/thread.php?thread_id=3926708&forum_id=2#35671350) |
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Date: March 26th, 2018 2:25 PM Author: cowardly poppy toaster (http://www.autoadmit.com/thread.php?thread_id=3926708&forum_id=2#35692507) |
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Date: March 23rd, 2018 7:53 PM Author: vibrant state they're not even listed on the s1. the shareholder with the fewest shares on there owns 3.5%
https://www.sec.gov/Archives/edgar/data/1467623/000119312518055809/d451946ds1.htm |
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Date: March 23rd, 2018 7:59 PM Author: fluffy coffee pot kitchen cr, they will never survive on 3% of 10 BILLION DOLLARS (http://www.autoadmit.com/thread.php?thread_id=3926708&forum_id=2#35674025) |
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Date: March 23rd, 2018 8:49 PM Author: vibrant state who even said they owned 3%? they probably own 0.5%, which can buy you three homes in san francisco (http://www.autoadmit.com/thread.php?thread_id=3926708&forum_id=2#35674399) |
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Date: March 23rd, 2018 8:06 PM Author: lake vivacious blood rage Can I pull a peterman and dump my life savings on this? (http://www.autoadmit.com/thread.php?thread_id=3926708&forum_id=2#35674076) |
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Date: March 23rd, 2018 8:50 PM Author: Greedy ocher indian lodge short the fuck out of this turkey (http://www.autoadmit.com/thread.php?thread_id=3926708&forum_id=2#35674412) |
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Date: March 23rd, 2018 8:59 PM Author: Big mauve field People said this about Facebook and twitter. Feel free to join the long line of people that short tech companies with seemingly shaky economics only to get big dick in their ass/margin called (http://www.autoadmit.com/thread.php?thread_id=3926708&forum_id=2#35674514) |
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Date: March 26th, 2018 2:22 PM Author: Big mauve field (http://www.autoadmit.com/thread.php?thread_id=3926708&forum_id=2#35692474) |
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Date: March 26th, 2018 2:06 PM Author: fluffy coffee pot kitchen up another 6%, now at $12B market cap (http://www.autoadmit.com/thread.php?thread_id=3926708&forum_id=2#35692317) |
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Date: November 6th, 2018 1:06 PM Author: fluffy coffee pot kitchen well good thing we didnt buy (http://www.autoadmit.com/thread.php?thread_id=3926708&forum_id=2#37170948) |