I agree that their ecenomic moat is limited and needs to be monitored but they have also invested about $10mil in R&D to develop their software setup, so to produce a product of similar quality may not be as straightforward as it seems.
The minimal charge per month also indicates that it needs sufficent scale to be profitable. Any one individual hosting/email company may not be large enough to warrant investment? Easier to just share the reseller profits with Dropsuite.
The size of the addressable market is also massive so their is also room for competition. Even if DSE only secure a small slice of the market they would still be generating significantly greater revenue than what they are at the moment.
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Buyers (Bids)
No. | Vol. | Price($) |
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1 | 383 | $3.90 |
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Price($) | Vol. | No. |
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No. | Vol. | Price($) |
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1 | 47441 | 0.036 |
2 | 278200 | 0.035 |
1 | 50623 | 0.034 |
1 | 80000 | 0.033 |
7 | 3837723 | 0.032 |
Price($) | Vol. | No. |
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0.037 | 3325 | 1 |
0.038 | 107538 | 3 |
0.039 | 50000 | 1 |
0.040 | 65000 | 1 |
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