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Episode 124: “These pants are all too small,” or Dropbox and all the great public clouds
Dropbox made $1.1bn last year, which is mind-blowing. What can we learn from the way Dropbox wiggled it’s way into so many people’s lives (11m paying users, it seems) versus competitors like Box? Well, probably a lot more than where Apple, Spotify, and Dropbox run their stuff in - or out! - of the cloud, a topic we also discuss. Also, sheep-skin shoes are hot, too hot. Also, something about dtrace and zfs, I don’t know - just listen to it.
This episode brought to you by: Datadog!
This episode is sponsored by Datadog, a monitoring platform for cloud-scale infrastructure and applications. Built by engineers, for engineers, Datadog provides visibility into more than 200 technologies, including AWS, Chef, and Docker, with built-in metric dashboards and automated alerts. With end-to-end request tracing, Datadog provides visibility into your applications and their underlying infrastructure—all in one place. Sign up for a free trial (https://www.datadoghq.com/lpgs/?utm_source=Advertisementutm_medium=Advertisementutm_campaign=SoftwareDefinedTalk-Tshirt-Native).
Datadog also offers Forecast Alerts (https://www.datadoghq.com/blog/forecasts-datadog/), which makes it easy to get notified of potential problems before they cause outages. Read more at: https://www.datadoghq.com/blog/forecasts-datadog/ (https://www.datadoghq.com/blog/forecasts-datadog/)
What even is a “Dropbox”?
Now that we know they generated $1.1bn in revenue (http://tomtunguz.com/dropbox-s-1/) in CY2017 (with -10% op margins, translating to a loss of $111.7m (https://www.barrons.com/articles/dropbox-files-s1-with-1b-revenue-lots-of-restricted-stock-1519420407) and actual cash flow)…we should probably contemplate how they fit in.
451 estimates a valuation at $8bn+ (https://451research.com/report-short?entityId=94433type=misalertid=1161contactid=0033200001wgKCKAA2utm_source=sendgridutm_medium=emailutm_campaign=market-insightutm_content=newsletterutm_term=94433-Dropbox+opens+up+to+public+markets). More: “Dropbox has taken just over 10 years to go public since its founding in 2007, which we attribute to anxiety over its high private valuation, a sizable profitability gap, and the dour outlook often associated with the EFSS segment.”
More from 451 (https://451research.com/report-short?entityId=94433type=misalertid=1161contactid=0033200001wgKCKAA2utm_source=sendgridutm_medium=emailutm_campaign=market-insightutm_content=newsl
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By Software Defined Talk LLCDropbox made $1.1bn last year, which is mind-blowing. What can we learn from the way Dropbox wiggled it’s way into so many people’s lives (11m paying users, it seems) versus competitors like Box? Well, probably a lot more than where Apple, Spotify, and Dropbox run their stuff in - or out! - of the cloud, a topic we also discuss. Also, sheep-skin shoes are hot, too hot. Also, something about dtrace and zfs, I don’t know - just listen to it.
This episode brought to you by: Datadog!
This episode is sponsored by Datadog, a monitoring platform for cloud-scale infrastructure and applications. Built by engineers, for engineers, Datadog provides visibility into more than 200 technologies, including AWS, Chef, and Docker, with built-in metric dashboards and automated alerts. With end-to-end request tracing, Datadog provides visibility into your applications and their underlying infrastructure—all in one place. Sign up for a free trial (https://www.datadoghq.com/lpgs/?utm_source=Advertisementutm_medium=Advertisementutm_campaign=SoftwareDefinedTalk-Tshirt-Native).
Datadog also offers Forecast Alerts (https://www.datadoghq.com/blog/forecasts-datadog/), which makes it easy to get notified of potential problems before they cause outages. Read more at: https://www.datadoghq.com/blog/forecasts-datadog/ (https://www.datadoghq.com/blog/forecasts-datadog/)
What even is a “Dropbox”?
Now that we know they generated $1.1bn in revenue (http://tomtunguz.com/dropbox-s-1/) in CY2017 (with -10% op margins, translating to a loss of $111.7m (https://www.barrons.com/articles/dropbox-files-s1-with-1b-revenue-lots-of-restricted-stock-1519420407) and actual cash flow)…we should probably contemplate how they fit in.
451 estimates a valuation at $8bn+ (https://451research.com/report-short?entityId=94433type=misalertid=1161contactid=0033200001wgKCKAA2utm_source=sendgridutm_medium=emailutm_campaign=market-insightutm_content=newsletterutm_term=94433-Dropbox+opens+up+to+public+markets). More: “Dropbox has taken just over 10 years to go public since its founding in 2007, which we attribute to anxiety over its high private valuation, a sizable profitability gap, and the dour outlook often associated with the EFSS segment.”
More from 451 (https://451research.com/report-short?entityId=94433type=misalertid=1161contactid=0033200001wgKCKAA2utm_source=sendgridutm_medium=emailutm_campaign=market-insightutm_content=newsl