Earnings summaries and quarterly performance for BOX.
Executive leadership at BOX.
Board of directors at BOX.
Research analysts who have asked questions during BOX earnings calls.
BP
Brian Peterson
Raymond James Financial
5 questions for BOX
Also covers: BIGC, BLKB, BRZE +18 more
JB
Josh Baer
Morgan Stanley
5 questions for BOX
Also covers: ASAN, BIGC, CCCS +16 more
George Kurosawa
Citigroup Inc.
3 questions for BOX
Also covers: MANH, PAYC, PCTY +3 more
LS
Lucky Schreiner
D.A. Davidson & Co.
3 questions for BOX
Also covers: ASAN, DOMO, PRGS
MB
Matt Bullock
Bank of America Merrill Lynch
3 questions for BOX
Also covers: ALRM, ASAN, BSY +4 more
PB
Pinjalim Bora
JPMorgan Chase & Co.
3 questions for BOX
Also covers: ASAN, BL, BRZE +17 more
SE
Steven Enders
Citigroup Inc.
3 questions for BOX
Also covers: APPN, ASAN, BL +14 more
Taylor McGinnis
UBS
3 questions for BOX
Also covers: ADSK, AMPL, ASAN +15 more
FG
Frederick Gooding
William Blair
2 questions for BOX
Jason Ader
William Blair & Company
2 questions for BOX
Also covers: AVPT, BASE, BLZE +12 more
MF
Michael Funk
Bank of America
2 questions for BOX
Also covers: ADSK, AMT, ASAN +22 more
Rishi Jaluria
RBC Capital Markets
2 questions for BOX
Also covers: AKAM, COUR, CWAN +19 more
Christopher Quintero
Morgan Stanley
1 question for BOX
Also covers: BILL, BL, DSGX +7 more
Jayden Withington
JPMorgan Chase & Co.
1 question for BOX
J
John
Raymond James
1 question for BOX
JO
John Owen
Raymond James
1 question for BOX
SE
Steve Enders
Citigroup
1 question for BOX
Also covers: APPN, ASAN, BL +11 more
Recent press releases and 8-K filings for BOX.
Box Reports Strong Q3 Revenue, Provides Modest Q4 Guidance
BOX
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Box Inc. reported strong third-quarter revenue of $301.11 million, a 9.1% year-over-year increase, with adjusted EPS matching forecasts at $0.31 per share.
- Despite this, the company projected fourth-quarter revenue of $304 million and full-year 2026 revenue guidance of $1.175 billion, both slightly below analysts' expectations.
- Future revenue visibility is indicated by remaining performance obligations (RPO) reaching $1.5 billion, an 18% increase, and Q3 billings growing 12% to $296 million, driven by its AI-powered platform.
- While revenue grew, Box's earnings growth declined by 24.2% over the past year, and there is a significant difference between the anticipated Q4 non-GAAP operating margin of 30% and GAAP operating margin of 11%.
Dec 2, 2025, 10:37 PM
BOX Announces Q3 FY26 Financial Results and Provides Q4 and Full-Year Guidance
BOX
Earnings
Guidance Update
Share Buyback
- BOX reported Q3 FY26 revenue of $301 million, representing 9% year-over-year growth.
- The company achieved a Non-GAAP operating margin of 28.6% in Q3 FY26.
- For Q4 FY26, BOX expects revenue of approximately $304 million and Non-GAAP diluted EPS of approximately $0.33.
- In Q3, BOX repurchased approximately 2.4 million shares for $77 million and subsequently authorized an expansion of its stock repurchase program by $150 million.
Dec 2, 2025, 10:00 PM
Box Reports Strong Q3 FY 2026 Results and Raises Full-Year Guidance
BOX
Earnings
Guidance Update
Product Launch
- Box reported strong Q3 FY 2026 results, with revenue of $301 million, a 9% year-over-year increase, and an operating margin of 28.6%, both exceeding guidance.
- The company's net retention rate improved to 104% and billings grew 12% year-over-year to $296 million, driven by strong demand for Box AI and Enterprise Advanced.
- Box ended Q3 with remaining performance obligations (RPO) of $1.5 billion, an 18% year-over-year increase, and generated $61 million in free cash flow.
- For Q4 FY 2026, Box expects revenue of approximately $304 million and non-GAAP EPS of approximately $0.33. The full-year FY 2026 guidance was raised, with expected revenue of approximately $1.175 billion and non-GAAP EPS of approximately $1.28.
- Strategic investments in AI capabilities and go-to-market initiatives are driving growth, including new features like Box Extract and Box Automate, and expanded partnerships with AWS and Tata Consultancy Services.
Dec 2, 2025, 10:00 PM
Box Reports Strong Q3 FY26 Results, Raises Full-Year Guidance, and Expands AI Offerings
BOX
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Box delivered strong Q3 FY26 results, with revenue exceeding guidance at $301 million, a 9% year-over-year increase, and an operating margin of 28.6%.
- The company's net retention rate improved to 104% and billings grew 12% year-over-year to $296 million, driven by strong customer demand for Box AI and Enterprise Advanced.
- Box provided Q4 FY26 guidance, expecting revenue of approximately $304 million and non-GAAP EPS of approximately $0.33, and updated full-year FY26 guidance with revenue of approximately $1.175 billion and non-GAAP EPS of approximately $1.28.
- Strategic initiatives include the announcement of new AI agent and automation features like Box Extract, Box Automate, and Box Shield Pro, and a multi-year AI collaboration agreement with AWS.
- The board authorized a $150 million increase to the share repurchase program, and the company intends to settle $205 million in convertible notes due January 2026 with cash.
Dec 2, 2025, 10:00 PM
Box Reports Strong Q3 FY26 Results and Raises FY26 Guidance
BOX
Earnings
Guidance Update
Product Launch
- Box reported strong Q3 FY26 results with revenue of $301 million, up 9% year-over-year, and an operating margin of 28.6%. The company also achieved robust growth in key metrics, including a 104% net retention rate, 12% year-over-year billings growth, and 18% year-over-year RPO growth to $1.5 billion.
- This strong performance was driven by customer demand for Box AI and the adoption of Enterprise Advanced, leading to an acceleration in top-line metrics and improved net retention.
- Box announced new AI features such as Box Extract, Box Automate, and Box Shield Pro, and expanded partnerships with AWS and Tata Consultancy Services to enhance its intelligent content management platform.
- For FY26, Box raised its guidance, now expecting revenue of approximately $1.175 billion (up 8% year-over-year) and non-GAAP EPS of approximately $1.28. The company also repurchased $77 million in shares during Q3 and authorized an additional $150 million for its share repurchase program, while planning to settle $205 million in convertible notes due January 2026 with cash.
Dec 2, 2025, 10:00 PM
Box, Inc. Reports Strong Q3 Fiscal 2026 Results and Expands Share Repurchase Program
BOX
Earnings
Guidance Update
Share Buyback
- Box, Inc. announced third quarter fiscal year 2026 revenue of $301.1 million, an increase of 9% year-over-year, and non-GAAP diluted earnings per share of $0.31.
- The company's Remaining Performance Obligations (RPO) grew 18% year-over-year to $1.5 billion, while billings increased 12% to $296.0 million.
- The Board of Directors authorized an expansion of the stock repurchase program by an additional $150 million, following the repurchase of 2.4 million shares for approximately $77 million in Q3 FY26.
- Box provided Q4 FY26 revenue guidance of approximately $304 million and full-year FY26 revenue guidance of approximately $1.175 billion.
- Recent business highlights include the introduction of new AI agents like Box Extract and Box Automate, the launch of Box Shield Pro, and strengthened partnerships with Amazon and Tata Consultancy Services.
Dec 2, 2025, 9:05 PM
Box Unveils Major AI Product Innovations at BoxWorks 2025
BOX
Product Launch
New Projects/Investments
- Box announced significant AI product breakthroughs at its BoxWorks 2025 conference, focusing on enabling enterprises to leverage their unstructured data with AI agents securely.
- Key new offerings include BoxExtract for AI-powered data extraction and Box Automate for agentic workflow automation, both built natively in Box and integrated into the Enterprise Advanced plan.
- The company expects a 20% to 40% uplift in pricing for the Enterprise Advanced plan, with these new AI capabilities expanding Box's market reach and use cases across various industries, including public sector, financial services, and life sciences.
Sep 11, 2025, 8:00 PM
Box Unveils Major AI Product Innovations at BoxWorks 2025 Investor Briefing
BOX
Product Launch
New Projects/Investments
Guidance Update
- Box announced significant product innovations at its BoxWorks 2025 conference, focusing on leveraging AI agents to transform how organizations work with unstructured data.
- Key new offerings include BoxExtract for AI-powered data extraction, Box Automate for agentic workflow automation, and Box Shield Pro for enhanced AI-driven security and governance.
- These new capabilities, including BoxExtract and Box Automate, will be included in the Enterprise Advanced plan, which is expected to provide a 20% to 40% uplift in pricing from Enterprise Plus.
- Box is integrating AI throughout the entire content lifecycle, aiming to be the most secure and governed platform for managing unstructured data, thereby expanding use cases and driving seat expansion.
Sep 11, 2025, 8:00 PM
Box Announces Major AI Product Enhancements and Strategy
BOX
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Box unveiled major AI-powered product enhancements at BoxWorks 2025, including Box Extract for advanced data extraction, Box Automate for agentic workflow automation, and Box Shield Pro for AI-driven security and governance.
- These new AI features are primarily integrated into the Enterprise Advanced plan, with Box projecting a 20%-40% uplift in realized pricing from this plan due to increased price per seat, expanded use cases, and potential AI unit consumption.
- The company is experiencing strong adoption of its AI solutions, particularly in regulated industries such as the public sector, financial services, and life sciences, where secure and compliant AI experiences are critical for managing unstructured data.
Sep 11, 2025, 8:00 PM
Box Unveils Major AI Product Enhancements at BoxWorks 2025
BOX
Product Launch
New Projects/Investments
Guidance Update
- Box announced significant AI-driven product enhancements at its BoxWorks 2025 conference, focusing on leveraging unstructured data and automating workflows.
- Key new offerings include Box Extract, an AI agent-powered tool for reliable data extraction, and Box Automate, an agentic workflow automation platform, both integrated into the Enterprise Advanced plan.
- The company also introduced Box Shield Pro, an AI agent-powered security solution for advanced content classification and threat analysis, which is currently in active beta.
- These AI innovations are expected to drive continued momentum for the Enterprise Advanced plan, which has already demonstrated a 20%-40% uplift in its first two quarters, contributing to increased price per seat and seat expansion.
Sep 11, 2025, 8:00 PM
Quarterly earnings call transcripts for BOX.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more