DSE 1.14% $2.66 dropsuite limited

DSE - Competitive advantage?

  1. 38 Posts.
    lightbulb Created with Sketch. 8
    Hi all

    Anyone got a view on the competitive advantage(s) that DSE commands?

    Despite operating in what appears to be a heavily saturated market for cloud backup services, it appears to me that DSE might have the following competitive advantages:

    1. Scale economies - arising from its partner centric business model, DSE is able to add users and scale without incurring substantial costs to do so.

    2. Switching costs - not as convinced with this as MSPs could theoretically swap out DSE for a better cloud backup option, though I do question how easy it would be for an existing end user to migrate across to a new cloud backup service provider.

    3. Branding - DSE seems to be gaining reputation and recognition for its products, but this would be a weak advantage at this stage.

    All views welcome - explain to me why DSE will not be able to achieve its growth objectives.
 
watchlist Created with Sketch. Add DSE (ASX) to my watchlist
(20min delay)
Last
$2.66
Change
0.030(1.14%)
Mkt cap ! $185.8M
Open High Low Value Volume
$2.63 $2.73 $2.63 $35.41K 13.20K

Buyers (Bids)

No. Vol. Price($)
1 40 $2.56
 

Sellers (Offers)

Price($) Vol. No.
$2.66 2728 1
View Market Depth
Last trade - 16.10pm 21/06/2024 (20 minute delay) ?
DSE (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.