Скачать или смотреть Dropbox Stock Analysis | Why I Bought Dropbox

Dropbox is going through growing pains two years after going public. The company has transitioned from a growth darling to a more mature, free cash flow generative business competing with tech titans.

Dropbox makes money off of subscriptions, so its growth is tied to its paying subscriber base (subs) and the average revenue per user (ARPU). The paying subscriber base is fed by the overall registered user base. The vast majority of users utilize the free version of Dropbox and the company aims to convert a small percentage of overall users to paying subscribers. The company currently has over 600 million registered users, of which 15 million are paying...

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DBX overview: (1:11)
Bullish Arguments: (2:37)
Potential Risk: (7:15)
Conclusion: (9:08)