Dropbox – Revenue Growth Opportunities & Product Roadmap

  • Public Equity
  • TMT
  • North America


Former executive at Dropbox Inc


  • Operating environment for Dropbox (NASDAQ: DBX) and broader file storage and workforce collaboration software space, including ex-US penetration
  • Dropbox’s competitive landscape – dynamics vs Microsoft (NASDAQ: MSFT), Google (NASDAQ: GOOG), Apple (NASDAQ: AAPL) and Box (NYSE: BOX)
  • Revenue growth potential, monetisation and user conversion strategy, plus operational inefficiencies
  • Outlook for 2022 and beyond – CAPEX deployment, margin expansion and M&A scenarios


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