

It plans to offset the impact of the DocSend acquisition in the first half of the year by shifting some of its planned marketing initiatives back toward the second half. Analysts expect its revenue to rise 11% this year, followed by 9% growth next year.ĭropbox expects its non-GAAP operating margin to expand from 21.4% in 2020 to 27%-28% in 2021. Therefore, Dropbox believes its ARR (annual recurring revenue), which rose 13% year over year to $2.1 billion in the first quarter, will be a better measure of its success this year than its growth in paid users and ARPPU. It noted its number of paying users and ARPPU could experience short-term "variability" due to its promotion of family plans and an intentional shift away from bigger enterprise customers that pay less money per user. It expects half of that growth to be organic, and the remaining half to come from its recent takeover of DocSend. It believes integrating those services will enable it to create an "end-to-end suite of secure, self-serve products for content collaboration, sharing, and e-signature."ĭuring Dropbox's latest conference call, CEO Drew Houston noted there was rising demand for those "seamless" collaboration services among freelancers and small-to-medium businesses, and declared "there's never been a better time in history to be building collaboration software." A stable outlook for the futureĭropbox expects its revenue to rise about 11% this year. To differentiate itself in this crowded market, Dropbox acquired the e-signature start-up HelloSign in 2019 and the secure document sharing company DocSend earlier this year. You can read more about its features here.Those growth rates indicate Dropbox isn't falling behind its biggest competitors, which include Box ( BOX -1.52%) and tech giants like Microsoft ( MSFT 0.03%), Alphabet's ( GOOG -0.10%) ( GOOGL -0.31%) Google, and Amazon ( AMZN 1.96%). Put simply: Transmit lets you quickly and easily manage files on the internet. For example, Amazon S3 dramatically changed the way files are served on the internet,Īnd Transmit is a great way to manage your Amazon S3 buckets. Now, long ago we’d call Transmit an “FTP client”, but today, with Transmit 5, we connect to lots of different server types and cloud services.

And with Panic Sync, you can sync them to all of your computers. Transmit also takes great care to let you organize your Servers for fast access.

But Transmit also has tons of very nice features like File Sync, which can mirror remote and local (or, now, local Transmit’s big strength is its clean interface - our famous “dual-pane” view is way faster than the Finder. But you need to connect to a thing, and upload, download, or tweak the So, you have files you need to manage on servers.
