Takeaway: Join us at 10:00AM ET as we host a call previewing the Dropbox IPO.

CALL DETAILS:

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

Toll Free:

Toll:

UK: 0

Confirmation Number: 13677756

Live Webcast & Materials: CLICK HERE 

 

HAPPENING NOW | 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?

HAPPENING NOW | DBX | UNICORN AT A DISCOUNT - chart2