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John Owen

Research Analyst at Raymond James

John Owen is an Equity Research Analyst at Raymond James, specializing in the technology sector with a focus on software and IT services companies. He has covered notable firms such as BigMachines, Bonterra, Bullhorn, Dispatch, Kibo, Lanyon, Lone Wolf, Naviga, PeopleAdmin, Relias Learning, SecureLink, WorkTango, and Zapproved, contributing to investment decisions with a track record of strong performance and insightful analysis. Owen began his career in investment banking and private equity before joining Raymond James, bringing over a decade of experience in financial analysis and sector research. He holds FINRA Series 7 and Series 63 licenses, demonstrating his professional credentials in securities and compliance.

John Owen's questions to BOX (BOX) leadership

Question · Q3 2026

John Owen asked about the performance of Box's federal vertical following the FedRAMP High authorization, including pipeline health and any impact from the government shutdown, and also questioned the drivers of the return to seat growth and future seat dynamics.

Answer

Dylan Smith, Box Co-founder and CFO, explained that FedRAMP High is crucial for sophisticated government deals, showing good momentum in sales and pipeline, with healthy public sector deals in Q3 despite minor shutdown impacts. Aaron Levie, Box Co-founder and CEO, attributed seat growth primarily to new use cases and expansions enabled by Enterprise Advanced and AI capabilities, expecting continued improvement in net retention and seat trends.

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