I'd be curious if they simply couldn't compete, and they recognized that. Ie, their competition is heavily Google, Microsoft, Amazon, etc which offer competing products as part of their suite. Yet, Google/etc doesn't really care about file sharing/storage. It's just one component in a much larger model.

I'd be curious if, due to cloud prices/etc, Dropbox didn't feel they could actually sustain a competitive price and become profitable. So they're trying to expand to other avenues and find something that works.