How Box Sets Itself Apart
Cloud storage may not sound like an exciting business, but Box sets itself apart by turning its enterprise storage service into a serviceable platform. Not only does the company integrate with numerous popular third-party services such as salesforce.com and NetSuite, but it also has tens of thousands of developers using its APIs to build upon the Box platform.
That has helped Box carve out a piece of the market at the expense of larger rivals like EMC, IBM, and Microsoft. On the consumer side, Google and Apple also compete heavily, but companies like Box and Dropbox can increase switching costs by creating sticky services. Once upon a time, Apple tried to acquire Dropbox only to be turned down. There is a possibility that a larger diversified IT provider could see value in acquiring Box at some point in the future if Box continues to succeed.
In this segment of Tech Teardown, Erin Kennedy discusses Box's platform strategy with Evan Niu, CFA, our tech and telecom bureau chief.
Are you ready for this $14.4 trillion revolution?
Think cloud storage is an important trend? Wait until you get a load of this. Every investor wants to get in on revolutionary ideas before they hit it big. Like buying PC-maker Dell in the late 1980s, before the consumer computing boom. Or purchasing stock in e-commerce pioneer Amazon.com in the late 1990s, when it was nothing more than an upstart online bookstore. The problem is, most investors don't understand the key to investing in hyper-growth markets. The real trick is to find a small-cap "pure-play" and then watch as it grows in EXPLOSIVE lockstep with its industry. Our expert team of equity analysts has identified one stock that's poised to produce rocket-ship returns with the next $14.4 TRILLION industry. Click here to get the full story in this eye-opening report.
The article How Box Sets Itself Apart originally appeared on Fool.com.
Erin Kennedy owns shares of Apple. Evan Niu, CFA owns shares of Apple. Evan Niu, CFA has the following options: long January 2015 $460 calls on Apple and short January 2015 $480 calls on Apple. The Motley Fool recommends Apple, NetSuite, and Salesforce.com. The Motley Fool owns shares of Apple, EMC, International Business Machines, and Microsoft. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.
Copyright © 1995 - 2014 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.
