Box, Inc. delivers a robust cloud-based platform designed for comprehensive content management. This Software-as-a-Service (SaaS) solution empowers organizations of all scales to ...
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Est. EPS $0.39 · Revenue $329.16M · 6 analysts
Est. EPS $1.54 · Revenue $1.29B · 6 analysts
Est. EPS $0.40 · Revenue $332.28M · 3 analysts
Est. EPS $0.44 · Revenue $348.69M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $1.2B | +8.0% | +5.0% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $101.3M | -58.6% | +8.4% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +79.2% | +0.2% | -0.5% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +7.1% | -3.3% | +13.3% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +8.6% | -61.7% | +3.3% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $350.4M | +6.3% | -45.2% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +29.8% | -1.6% | -47.8% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | -342.3% | -190.4% | — |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.05x | -11.6% | — |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $1.5B | -7.3% | — |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.59 vs 1.29 | -54.2% | 0.10 vs 0.39 | -74.4% |
| Revenue Surprise | $1.2B vs $1.2B | +0.2% | $321.1M vs $329.2M | -2.4% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | Berkovitch Eli | officer: VP Chief Acct Ofr & Controller | Class A Common Stock | D | 3,850 | $35.99 |
| Aug 7, 2026 | Nottebohm Olivia | officer: Chief Operating Officer | Class A Common Stock | D | 5,834 | $32.31 |
| Jul 21, 2026 | Nottebohm Olivia | officer: Chief Operating Officer | Class A Common Stock | D | 5,834 | $30.13 |
| Jul 10, 2026 | Smith Dylan C | officer: Chief Financial Officer | Class A Common Stock | D | 17,000 | $29.05 |
| Jul 8, 2026 | Berkovitch Eli | officer: VP Chief Acct Ofr & Controller | Class A Common Stock | D | 1,800 | $28.95 |
Cynthia Hiponia: \ Good afternoon, and welcome to Box's Second Quarter Fiscal 2027 Earnings Conference Call. I'm Cynthia Hiponia, Vice President, Investor Relations. On the call today, we have Aaron Levie, Box Co-Founder and CEO; and Dylan Smith, Box Co-Founder and CFO. Following our prepared remarks, we will take your questions. Today's call is being webcast and will also be available for replay on our IR website. Supplemental slides are now available on our website. On this call, we will be making forward-looking statements, including our third quarter and full fiscal year 2027 financial guidance and our expectations regarding our financial performance for fiscal 2027 in future periods, including gross margins, operating margin, operating leverage, future profitability, net retention rates, remaining performance obligations, revenue and billings and the impact of foreign currency exchange rates and our expectations regarding the size of our market opportunity, including the growing opportunity driven by the increasing role of unstructured data in AI agents in the enterprise, our planned investments, future product offerings, go-to-market initiatives and growth strategies, the timing and market adoption of and benefits from our new products, solutions and pricing models, our ability to address enterprise challenges, including enabling organizations to automate critical workflows and deliver value for our customers. The benefits from our deepening partnerships with leading AI labs, hyperscalers and systems integrators and our capital allocation strategies, including potential repurchase of our common stock and future share count reductions. These statements reflect our best judgment based on factors currently known to us, and actual events or results may differ materially. Please refer to our earnings press release filed today and the risk factors and documents that we file with the SEC including our most recent quarterly report on Form 10-Q for information on risks and uncertainties that may cause actual results to differ materially from statements made on this earnings call. These forward-looking statements are being made as of today, August 25, 2026, and we disclaim any obligation to update or revise them should they change or cease to be up to date. In addition, during today's call, we will discuss non-GAAP financial measures. These non-GAAP financial measures should be considered in addition to and not as a substitute for or in isolation from our GAAP results. You will find additional disclosures regarding these non-GAAP measures, including reconciliations with comparable GAAP results in our earnings press release and in the supplemental slides, which can be found on the Investor Relations page of our website. Unless otherwise indicated, all references to financial measures are on a non-GAAP basis. Finally, please see our earnings deck posted on our IR website for a more detailed look at our Q3 and full year '27 guidance. Thank you. With …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Dylan Smith | Co-Founder & Chief Financial Officer | USD 607,025 | Male | 1986 | Active |
Olivia Nottebohm | Chief Operating Officer | USD 571,322 | Female | 1978 | Active |
Aaron Levie | Co-Founder, Chief Executive Officer & Director | USD 257,076 | Male | 1985 | Active |
Jessica Swank | Chief People Officer & Senior Vice President | — | Female | — | Active |
Eliahu Berkovitch | Vice President, Chief Accounting Officer & Controller | — | Male | 1977 | Active |
Ravi Malick | Global Chief Information Officer | — | Male | — | Active |
Ben Kus | Chief Technology Officer | — | Male | — | Active |
David Leeb | Chief Legal Officer & Corporate Secretary | — | Male | — | Active |
Cynthia Hiponia | Vice President of Investor Relations | — | Female | — | Active |
Tricia Gellman | Chief Marketing Officer | — | Female | — | Active |
AMC Entertainment Holdings Inc. (NYSE:AMC) shares are flat during Tuesday's premarket session as box office momentum from a record-setting Spider-Man opening weekend keeps attention on theater traffic.
LONDON--(BUSINESS WIRE)--Quintas Energy, the global platform of independent asset management services to the renewable energy sector, today announced it has selected Box, Inc. (NYSE: BOX) as its Intelligent Content Management (ICM) platform to support its broader 2026 digital transformation program. The partnership forms part of Quintas Energy's strategy to strengthen the digital foundations that support the management of increasingly complex renewable energy portfolios, where documentation, da.
Quintas Energy, the global platform of independent asset management services to the renewable energy sector, today announced it has selected Box, Inc. (NYSE: BO
California Public Employees Retirement System lowered its position in shares of Box, Inc. (NYSE: BOX) by 12.2% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 344,099 shares of the software maker's stock after selling 47,842 shares during the quarter. California
Box delivers enterprise cloud content solutions; a key insider recently trimmed their stake.
