I’d love to hear both from insiders and others about how the company is doing (please don’t share anything confidential):
— Has the announced focus on B2B panned out on the business front?
— Have collaboration products succeeded? (Eg Paper)
— Is DB well positioned to compete with GSuite, Office, Box etc?
— Is the revenue growth rate still around 30-40%? What’s the valuation that employees believe in?
— Had the addition of COO Dennis Woodside had the expected impact? (Had he hired capable VPs below him?)
— What’s the hold up on the IPO? Aren’t employees sick of waiting? (It would seem in 2018 the company will have finally grown into its 10B valuation).
— How’s the culture? Is there a sense of urgency / hustle?
In general, it seems to me that DB has concluded it needs to be more B2B centric, but the pace of execution has been slower than I’d expect (perhaps the opposite problem of Uber - too little hustle; consider hiring a few good Uber folks? :)
(Note: I am considering a role at DB which is B2B focused, but also generally curious about this as a case study).
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comments
Switching costs are high so they will stay around forever but I don’t see where there is real growth potential.