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John

Research Analyst at Raymond James

It is not possible to generate an accurate, detailed professional profile for a specific analyst named John at Raymond James without directly accessing up-to-date external sources such as LinkedIn, regulatory records, and performance databases, which are currently unavailable in this environment. To avoid misidentifying the wrong person or fabricating career details, company coverage, or performance metrics, this profile cannot be completed reliably. For an accurate description, please consult John’s LinkedIn profile, Raymond James’ official website, and analyst-ranking platforms, then combine the verified information on title, covered companies, career history, and credentials into a concise biographical paragraph. This approach ensures that any representation of John’s background remains factual, current, and respectful of professional integrity.

John's questions to BOX (BOX) leadership

Question · Q3 2026

John asked about the performance of Box's federal vertical following its FedRAMP High authorization, including pipeline strength and any impact from the recent government shutdown on late-stage deals. He also questioned whether the return to seat growth is primarily driven by macroeconomic recovery or AI-enabled workflows, and how seat dynamics are expected to evolve into the next fiscal year.

Answer

CFO Dylan Smith explained that FedRAMP High is crucial for complex government deals, enhancing Box's ability to serve DoD customers, and noted good sales momentum and pipeline build, with the federal business currently healthy despite minor deal timing shifts from the shutdown. CEO Aaron Levie attributed seat growth primarily to new use cases and expansions enabled by Enterprise Advanced and AI capabilities, rather than macro recovery, and expressed expectations for continued improvement in net retention rates and seat trends over time.

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