CALL TODAY | DBX | UNICORN AT A DISCOUNT

03/20/18 07:40AM EDT

Call Details:

When: Today, Tuesday March 20th, 2018 @ 10AM ET

Toll Free:

Toll:

UK: 0

Confirmation Number: 13677756

Live Webcast & Materials: CLICK HERE 

 

CALL TODAY | DBX | UNICORN AT A DISCOUNT - Title slide

Topics to be Discussed on the call:

  1. Valuation: Why the discount?
  2. User Growth: Why so much cacophony and will they convert?
  3. Churn: Making sense of cohort revenue multiples and concurrent high churn
  4. Collaboration: Strategy vs. reality
  5. Capex: Is it understated?
  6. Margins: Does (A) capital efficient model + (B) competition = (C) Margins get competed away?
  7. Business Model: Does it understate the value of the company?

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