Box Inc

Box gained over 10% in early market trading on September 4. The stock surged after activist investor Starboard Value revealed that it held a 7.5% stake.

NetApp’s (NTAP) shares have fallen 21.3% in the last two trading days after the company announced preliminary results for its first quarter of fiscal 2020.

Dropbox (DBX) has grown its registered user base by 25% year-over-year to 500 million in 2017 across 180 countries.

Dropbox, a ten-year-old start-up company, has been doing well, which is evident from its more than $1 billion revenue generation in 2017.

Oracle has more than 400,000 enterprise customers that it can convert from legacy on-premise software to cloud-based software.

Box (BOX), a cloud storage company, reported its fiscal 2Q18 earnings on Wednesday, August 30.

On June 27, Microsoft (MSFT) made a deal with Box (BOX) to partner on cloud computing technology. Microsoft has a significant cloud partner in Box.

Amazon is late to the UCaaS (Unified Communications as a Service) market. But Amazon Chime could still carve out a significant share of the market.

Salesforce’s Quip acquisition is symbiotic to both the companies.

Microsoft primarily generates its cloud revenues from Office 365, Dynamics CRM, and Azure, its cloud-computing platform.

In fiscal 2016, Symantec’s Enterprise Security and Consumer Security segments posted revenues of ~$1.9 billion and ~$1.7 billion, respectively. They fell by 7% and 13% on a year-over-year basis.

Symantec said that although its DLP offerings increased in the low teens, revenue fell 5%. Endpoint protection and DLP are the fastest-growing subsegments of the Enterprise Security business.

Microsoft’s (MSFT) Productivity and Business Processes segment encompasses the cloud version of Office, Office 365, and the traditional version of Office.

Microsoft generates most of its cloud revenue from Office 365, Dynamics CRM, and Azure.

Office 365 usage continued its upward trajectory in 2015. The company was able to close the gap between itself and Salesforce.com.

Considering Office 365’s continued double-digit growth, Microsoft’s strategy regarding its office suite seems to be working well.

During the fiscal 2Q16 earnings conference call, BlackBerry’s CEO mentioned that it is trying to focus on value-added services rather than its EMM solution.

A total of 847 startups have emerged in the data storage space between 1978 and 2014. 28% of these startups were acquired and 19% were closed.

Box was created due to changes in the way users store and collaborate on files.

There’s no shortage of companies offering services similar to what Box offers.

Operating income has been significantly negative over the last three fiscal years, though the metric has improved over time as percentage of revenue.

The company states that it has over 34,000 paying organizations registered.

Box has built-in functionality across programs such as Microsoft (or MS) Word, MS PowerPoint, MS Excel, Google Spreadsheets, and Google Docs.