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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