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Box, Inc. is a leading provider of cloud content management solutions, offering a secure and intelligent platform for organizations to manage their unstructured data. The company's Content Cloud enables businesses to handle the entire lifecycle of content, ensuring security, compliance, and accessibility across devices and locations. Box integrates advanced tools, including artificial intelligence and automation, to enhance productivity and streamline workflows for enterprise customers.
- Subscription Revenue - Provides access to Box's Content Cloud platform, including routine customer support, and serves as the primary revenue driver for the company.
- Premier Services - Offers enhanced service packages for customers seeking advanced support and features.
- Professional Services - Delivers consulting, project management, and best practices implementation to help customers optimize their use of the platform.
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Aaron Levie Executive | Chief Executive Officer | None | Co-founded Box in April 2005 and has served as CEO since its inception. Recognized as a pioneer in the content management industry for the cloud era. | View Report → |
David Leeb Executive | Chief Legal Officer and Corporate Secretary | None | Chief Legal Officer and Corporate Secretary at Box. Continues to sign off on Box's 8-K filings, indicating active role. | |
Dylan Smith Executive | Chief Financial Officer | None | Co-founded Box in April 2005 and has served as CFO since its inception. Played a pivotal role in Box's financial strategy and growth, including its successful IPO. | |
Olivia Nottebohm Executive | Chief Operating Officer | Board Member at AppFolio, Inc. | Joined Box as COO on November 6, 2023. Leads Box's global go-to-market organization and has driven the adoption of Box's Enterprise Plus plan. | |
Amit Walia Board | Director | CEO and Board Member at Informatica Inc. | Appointed to Box's Board on August 16, 2022. CEO of Informatica since January 2020, with a background in product and marketing leadership. | |
Bethany Mayer Board | Chair of the Board of Directors | Executive Advisor at Siris Capital Group LLC; Board Member at LAM Research Corporation, Sempra Energy, Hewlett Packard Enterprise | Joined Box's Board in April 2020 and became Chair in May 2021. Enhances Board's independent oversight and guides the company through growth and innovation. | |
Dan Levin Board | Director | None | Former President and COO of Box until 2017. Currently a director and member of the Nominating and Corporate Governance Committee. | |
Dana Evan Board | Director | Director at Nextdoor Holdings, Inc. | Director at Box since December 2011. Contributes expertise in operations, strategy, accounting, and financial management. | |
Jack Lazar Board | Director | Director at Astera Labs, GlobalFoundries Inc., Resideo Technologies Inc., ThredUP Inc. | Director at Box since March 2020. Chair of the Audit Committee, with expertise in mergers & acquisitions and driving profitable growth. | |
Steve Murphy Board | Director | CEO and Board Member at Epicor Software Corporation | Appointed to Box's Board on May 15, 2024. CEO of Epicor since October 2017, with a background in operational excellence and content management. | |
Sue Barsamian Board | Director | Director at Five9, Inc., Gen Digital Inc.; Board Member at Kansas State University Foundation | Director at Box since May 2018. Extensive experience in enterprise software sales and cybersecurity. |
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In Q3, your revenue growth was only 5% year-over-year , and you've guided for similar low growth in Q4 ; what specific strategies are you implementing to accelerate revenue growth in the coming fiscal year, and how confident are you that these will offset the slowing trend?
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Your net retention rate has remained flat at 102% for the past two quarters , and you anticipate it to remain at this level ; given this, what initiatives are you undertaking to drive higher expansion rates among existing customers, and when do you expect to see improvement?
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You've launched Enterprise Advanced with higher pricing , but given the tough macro environment and budget constraints among customers , how do you plan to drive adoption of this higher-tier offering without impacting customer acquisition and retention?
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With free cash flow decreasing by 2% year-over-year , and cash flow from operations down 13% , how sustainable are your current investments and share repurchase programs, and what are your plans to improve cash generation?
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You raised $460 million through a convertible debt offering and repurchased approximately $140 million of existing convertible notes ; can you elaborate on the reasons behind this capital restructuring, and how does it align with your strategic objectives and capital allocation priorities?
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
The company faces competition from traditional content management vendors who deploy on-premise and offer deep records management, business process workflow, and archival capabilities. | |
The company faces competition from traditional content management vendors who deploy on-premise and offer deep records management, business process workflow, and archival capabilities. | |
In the enterprise file sync and share market, the company faces competition from vendors whose core competency is simple file sync and share, which can be deployed on-premises, hybrid, or via a SaaS delivery model. | |
In the enterprise file sync and share market, the company faces competition from vendors whose core competency is simple file sync and share, which can be deployed on-premises, hybrid, or via a SaaS delivery model. | |
In the enterprise file sync and share market, the company faces competition to a lesser extent from vendors whose core competency is simple file sync and share, which can be deployed on-premises, hybrid, or via a SaaS delivery model. |
Recent developments and announcements about BOX.
Earnings
New Earnings (Q4 2025)
·Mar 6, 2025, 11:47 PMView full earnings summary →Box’s Q4 closed dozens of Enterprise Advanced & AI deals with a 20–40% ACV uplift, lifting net retention from 102% to 103%. Multi-year contracts soared, highlighting strong customer confidence. Growth momentum is promising, but margin expansion remains minimal in FY26.