Dropbox: Rich FCF That Can't Be Sustained As Users Leave (NASDAQ:DBX)

In 2026, it wouldn't be an understatement to say that the software sector is undergoing a sea change as investors consider the impacts of AI on recurring revenue business models that were, as recently as last year, thought to be indestructible. Whether a "SaaSpocalypse" is comingWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the ...