We came across a bearish thesis on Dropbox, Inc. on Inwood’s Substack’s Substack by Inwood Capital. In this article, we will ...

Aaron Levie, the chief executive of Box, the fast growing online file sharing company that aims to go public next year, said he’s in no race to beat competitor Dropbox to an initial public offering.

Dropbox operates in a competitive market, showing strong features but limited EPS growth, leading to a "hold" rating. The company enhances governance and collaboration, reduces capex, and uses gen AI ...

Dropbox's user growth has nearly halted, with revenue growth sliding to low single digits and customer acquisition faltering, signaling more downside ahead. Dropbox faces stiff competition from Box ...