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Box.com made a huge loss in 2017 https://www.boxinvestorrelations.com/news-and-media/news/press-release-details/2018/Box-Reports-Record-Revenue-of-506-Million-f

• adventured 8y ago
  That's ignoring context for Dropbox. Their "huge loss" was a one-time event. Their business is profitable and in fact looks great. 2Q18: "Net Cash Provided by Operating Activities of $111.9 million and Free Cash Flow of $102.2 million" "Total revenue was $339.2 million, an increase of 27%" "Paying users totaled 11.9 million, as compared to 9.9 million for the same period last year." "GAAP gross margin was 73.6%, as compared to 65.4% in the same period last year." "Non-GAAP net income was $48.0 million, as compared to $20.0 million in the same period last year."
  • austenallred 8y ago
    Also the value of businesses is in their ability to produce future cashflow (as reflected in market cap), not in their quarter-to-quarter income statement.