TECH SUPPLIER Mar 2018 - Market Perspective - Doc # US43637318
Dropbox IPO and the Impact of Open Content Platforms
By: Terry Frazier, Maureen FlemingProgram Vice President, Integration and Process Automation
This IDC Market Perspective provides competitive strategy analysis for vendors in the enterprise content management market and looks at market factors and research, which support a view that Dropbox has the potential to be a disruptive competitive threat in this market despite its focus on consumer and SMB customers. The Dropbox IPO and follow-on announcements have provided an opportunity to examine the company's financials, business operations, and potential in new ways.
"The competitive threat from platforms comes when those platforms become powerful and easy enough to use that the enterprise begins to move to them regardless of whether the company expressly targets the enterprise space," said Terry Frazier, research director for IDC. "We've seen this happen with both Amazon AWS and Google, and Dropbox could well have a similar impact."
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