Dropbox Inc Class A

DBX: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$19.00	Znpsn	Lxjbfszf

We Commend Dropbox’s Pivot to Content Collaboration as Cloud Storage Becomes More Commodified

Malik Ahmed Khan

Feb 16, 2024

Business Strategy and Outlook

In an increasingly digitized world, we believe that Dropbox is amid a transition from a cloud-storage pure play to a more holistic content collaboration platform. With acquisitions in the e-signature and document-sharing spaces, we believe no-moat Dropbox’s pivot away from cloud storage could provide the firm with economic tailwinds.

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