I dont know how Box can get succsfull IPO. Then company is burningb cash without clear strategy to change that. Box ipo will be churn and burn unless they either change ceo or get idea how they can compete with dropbox and other big guys...
Now i may be wrong, in which case, do enlighten me. But hasn't Box been playing the corporate game for quite some time? And Dropbox was just beginning to step into that market, no? So wouldn't that make Box the big guy, and Dropbox the much adored underdog? I mean sure Dropbox has a MASSIVE userbase, but an enormous percentage of them are free users. Box on the other hand has a corporate userbase, and corporate pays.
Only because they are doing corporate game for long time is making my point even stronger. They are on the market longer with better sales strategy, yet they cannot break even, they are burning cash and as opposite to Dropbox they still have no business model that would help them to make the money.
Owner have sold almost all his shares just to keep the company alive - I wouldn't be surprised if IPO would see some heavy drop in value as no investor well in the tech market will invest in this bubble.
If Box will miss IPO they will run out of money in what - 1-2 years? And what's then? They will shut their sales and really poor marketing department? Do you see where this is going?
