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Dropbox needs to be seen like Atlassian, not Box, to avoid a downround IPO

6 pointsby SREinSFabout 7 years ago

1 comment

mankash666about 7 years ago
It&#x27;ll be a stretch for Dropbox to be valued like Atlassian given how the product offering is 98% the same as box. Also, the fundamentals are startlingly different. Atlassian probably makes a lot more per paying customer, with a large base of enterprise and smbs. They also have a much larger % of paying customers.<p>Like it or not, Dropbox is a bigger Box, so the P&#x2F;E will likely resemble Box. I&#x27;m guessing $8B to be a realistic valuation, given larger revenues and lower costs. But it&#x27;s certainty a down round