Every new product or market usually also needs additional investments, maybe even new workers with relevant domain knowledge. And Dropbox did try new products and markets, but what if it's not working out? Should they continue until money runs out?

And some interesting part of this announcement is the mentioning of the grown overcomplex management. This kinda smells of some shrinking for health-benefits. For some reason or another, they grew into a wrong direction, and maybe now remove the unhealthy parts to be able to operate better.