The main competitors are Google, with their product google drive, and Microsoft with One Drive. It also has $USD1.1 billion in revenue from those users. Average Revenue Per Paying User at $110. As of 2017, it has 11 Million paying users. The company has roughly 500 million registered users, which has been growing at a very strong rate of ~30% YoY. They monetise by giving the user expansions of data control and storage sizes for a monthly fee. Dropbox is a cloud storage company for both enterprise and individual use. Dropbox rundownīefore I delve deeper into the company I will give you a quick summary of what Dropbox does, who are their competitors and how they’re monetising their platform: Whereas if you want to represent this qualitatively, a great company provides an excellent product with an incredible competitive advantage that means its users will be tolerant of price increases. Quantitatively, a companies value is simply the net present value of its future cash flows, or in laymen, the amount of cash a company can generate for over the course of its life discounted by the value of time (a dollar tomorrow is worth less than a dollar today). What is important to clarify in this writing is what actually makes a company valuable in both quantitative and qualitative terms. What I found is that despite from what on the outside seemed to be a massive target to be ‘googled’ by Google Drive turns out to be an extremely, what Warren Buffet calls, ‘sticky’ product. To tackle this I did what all prospective investors should do, and read through the S-1 prospectus. I was being asked to try and sum up a whole business’s quality through one number. At first, I found this question confronting. Recently, I was asked what was the most important metric of business quality for Dropbox. 
Previously posted on my blogspot at Billson Porter
Breaking down the most important metric of Dropbox
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