How will Dropbox’s valuation be affected by the decision to drop Carousel and Mailbox?

They are 100% irrelevant.

Both are $0 in revenues, or close enough.

Assuming DropBox is at $400m ARR today or so, dropping anything doing < $15-$20m ARR won’t be material.  $0 certainly won’t be.

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Published on December 8, 2015

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