Key Takeaways Box's Q3 revenues rose 9.1% while earnings fell 31% year over year.Billings climbed 11.8% with Suite customers driving 64% of revenues and RPO rising to $1.5 billion. Box expects Q4 revenues of about $304M and FY26 revenues of $1.175B alongside stable operating margins. Box (BOX) reported third-quarter fiscal 2026 non-GAAP earnings of 31 cents per share, which declined 31% year over year. The figure was in line with the Zacks Consensus Estimate.Total revenues of $301 million surpassed the cons ...

Core Viewpoint - Pizza Hut is reintroducing the popular Triple Treat Box for the holiday season, accompanied by a limited-edition onesie designed in collaboration with Tipsy Elves, aimed at enhancing the festive experience for customers [1] Product Offering - The Triple Treat Box includes two medium one-topping pizzas, five breadsticks, and a choice of dessert, all presented in festive holiday packaging [1] - The limited-edition onesie, inspired by the Triple Treat Box design, is priced at $89.95 and available in men's and women's sizes (small-2XL) [1] Marketing Strategy - Pizza Hut emphasizes its commitment to creating enjoyable holiday experiences, with the Triple Treat Box designed to cater to festive gatherings and celebrations [1] - The company aims to engage customers through social media and its loyalty program, Hut Rewards, which offers points for every dollar spent [1] Company Background - Pizza Hut, a subsidiary of Yum! Brands, operates nearly 20,000 restaurants globally and is recognized for its innovative pizza offerings [1] - The brand has a strong digital presence, with over half of its transactions coming from digital orders [1] Collaboration - The partnership with Tipsy Elves, known for its quirky apparel, aims to enhance the holiday spirit and provide customers with fun, themed clothing options [1]

Core Insights - Hack The Box (HTB) has launched HTB AI Range, the world's first controlled AI cyber range designed to test and benchmark the safety, limits, and capabilities of autonomous AI security agents [1] - The HTB AI Range simulates live, high-stakes cyber battlegrounds tailored for enterprise readiness, allowing for side-by-side evaluation of AI agents and human operators [1] - The testing process involves rigorous evaluation where every model and human is tested, refined, and retested [1]

With U.S. stock futures trading higher this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Dollar Tree Inc. (NASDAQ:DLTR) to report quarterly earnings at $1.08 per share on revenue of $4.70 billion before the opening bell, according to data from Benzinga Pro. Dollar Tree shares rose 0.5% to $109.49 in after-hours trading.CrowdStrike Holdings Inc. (NASDAQ:CRWD) reported better-than-expected financial results for the third quarter and raised its ...

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分组1 - Box reported quarterly earnings of $0.31 per share, matching the Zacks Consensus Estimate, but down from $0.45 per share a year ago [1] - The company posted revenues of $301.11 million for the quarter ended October 2025, exceeding the Zacks Consensus Estimate by 0.89% and up from $275.91 million year-over-year [2] - Box has surpassed consensus EPS estimates three times and revenue estimates four times over the last four quarters [2][3] 分组2 - The stock has underperformed, losing about 7.1% since the beginning of the year compared to the S&P 500's gain of 15.8% [3] - The current consensus EPS estimate for the coming quarter is $0.34 on revenues of $303.35 million, and for the current fiscal year, it is $1.28 on revenues of $1.17 billion [7] - The Internet - Software industry, to which Box belongs, is currently in the top 28% of Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Financial Data and Key Metrics Changes - In Q3, the company reported revenue of $301 million, representing a 9% year-over-year growth, exceeding guidance [21][22] - Operating margin was 28.6%, with gross margin at 81.7%, both metrics surpassing expectations [23][24] - Net retention rate improved to 104%, up from 103% in Q2 and 102% year-over-year, driven by strong demand for Box AI [23][29] Business Line Data and Key Metrics Changes - Billings grew by 12% year-over-year to $296 million, exceeding guidance of approximately 10% [22][23] - Remaining performance obligations (RPO) reached $1.5 billion, growing 18% year-over-year, indicating strong customer demand [22][23] Market Data and Key Metrics Changes - The company noted that approximately one-third of revenue is generated outside the U.S., with 65% of international revenue coming from Japan [25] - The company is experiencing strong momentum in the federal sector, particularly after receiving FedRAMP High authorization [43] Company Strategy and Development Direction - The company is focusing on driving adoption of its AI-powered solutions, particularly through the Enterprise Advanced platform [16][29] - Strategic partnerships with major firms like AWS and Tata Consultancy Services are aimed at enhancing AI capabilities and expanding market reach [14][18] - The company is committed to becoming a leading AI-first organization, leveraging AI agents to improve productivity and customer service [20][29] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing demand for Box AI and the potential for continued growth in net retention rates and seat expansions [46][60] - The company anticipates Q4 revenue to be approximately $304 million, with full-year revenue expected to reach $1.175 billion, reflecting an 8% year-over-year growth [26][27] Other Important Information - The company repurchased 2.4 million shares for approximately $77 million in Q3, with an additional $150 million authorized for share repurchase [24][25] - The company plans to settle $205 million of convertible notes due in January 2026 with cash [25] Q&A Session Summary Question: Insights on growth levers since March Analyst Day - Management indicated that growth levers are tracking well, with strong adoption of Enterprise Advanced and AI capabilities exceeding expectations [32][34] Question: Drivers of sales and marketing efficiency - Management noted improvements in sales productivity and emphasized ongoing investments in sales capacity and partnerships [37][39] Question: Update on FedRAMP High and federal vertical performance - Management confirmed positive momentum in federal sales, despite some deal timing shifts due to the government shutdown [42][43] Question: Impact of macro recovery on seat growth - Management acknowledged a macroeconomic element but emphasized that seat expansions are primarily driven by new use cases enabled by AI capabilities [44][46] Question: Competitive landscape and AI's impact on content management - Management highlighted that AI is expanding the content management market and driving migrations from legacy systems to Box [49][55] Question: Insights on Enterprise Advanced and seat growth - Management noted continued strength in both pricing and seat growth, indicating significant upside potential for net retention rates [59][60] Question: Go-to-market investment priorities - Management outlined a focus on verticalization, partner ecosystems, and scaling high ROI marketing programs as key investment areas [75][76]

Financial Data and Key Metrics Changes - In Q3, the company reported revenue of $301 million, representing a 9% year-over-year growth, exceeding guidance [21][22] - Operating margin was 28.6%, surpassing guidance, with gross margin at 81.7%, also exceeding expectations [23][24] - Net retention rate improved to 104%, up from 103% in Q2 and 102% year-over-year, driven by strong demand for Box AI and Enterprise Advanced [23][24] Business Line Data and Key Metrics Changes - Billings grew by 12% year-over-year to $296 million, exceeding guidance of approximately 10% [22][23] - Remaining performance obligations (RPO) reached $1.5 billion, growing 18% year-over-year, indicating strong customer demand for Box AI [22][23] Market Data and Key Metrics Changes - The company noted that approximately one-third of revenue is generated outside the U.S., with 65% of international revenue coming from Japan [25] - The strengthening of the U.S. dollar against the yen is expected to impact future revenue guidance [25] Company Strategy and Development Direction - The company is focused on driving adoption of its AI-powered solutions, particularly through the Enterprise Advanced platform [16][17] - Strategic partnerships, such as with AWS and Tata Consultancy Services, are aimed at enhancing AI capabilities and expanding market reach [14][18] - The company is positioning itself as a trusted platform for unstructured data with built-in AI governance and security [16][17] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing demand for Box AI and the potential for continued growth in net retention rates and seat expansion [46][60] - The company anticipates delivering strong results in Q4, with revenue expected to be approximately $304 million, representing 9% year-over-year growth [25][26] Other Important Information - The company repurchased 2.4 million shares for approximately $77 million in Q3, with an additional $150 million authorized for share repurchase [24] - The company plans to settle $205 million of convertible notes due in January 2026 with cash [24][25] Q&A Session Summary Question: Growth levers since March Analyst Day - Management indicated that all growth levers are tracking well, with strong adoption of Enterprise Advanced and AI capabilities exceeding expectations [32][34] Question: Sales and marketing efficiency - Management noted improvements in sales and marketing efficiency, attributing it to investments in sales capacity and partnerships [37][39] Question: Federal vertical performance and pipeline - The company is seeing good momentum in the federal vertical, with FedRAMP High authorization enabling more complex government deals [42][43] Question: Seat growth dynamics - Management stated that seat growth is primarily driven by AI-enabled workflows rather than macroeconomic recovery [44][46] Question: Competitive landscape and AI impact - Management highlighted that AI is driving new use cases and increasing interest in migrating from legacy systems to Box [49][51] Question: Impact of Enterprise Advanced on pricing and seat growth - Management confirmed that both pricing and seat growth are contributing positively to net retention rate improvements [59][60] Question: Go-to-market investment priorities - Management emphasized the importance of investing in the partner ecosystem and verticalization of the sales force to drive growth [75][76]

Financial Data and Key Metrics Changes - In Q3, the company reported revenue of $301 million, representing a 9% year-over-year growth, exceeding guidance [21][22] - Operating margin was 28.6%, surpassing guidance, with gross margin at 81.7%, also exceeding expectations [23][24] - Net retention rate improved to 104%, up from 103% in Q2 and 102% in the previous year [23][24] Business Line Data and Key Metrics Changes - Billings grew by 12% year-over-year, driven by strong bookings, exceeding the guidance of approximately 10% [22][23] - Remaining performance obligations (RPO) reached $1.5 billion, growing 18% year-over-year, indicating strong customer demand for Box AI [22][23] Market Data and Key Metrics Changes - The company noted that Suite customers now account for 64% of revenue, up from 59% a year ago, indicating a shift towards higher-value offerings [22] - The company is seeing strong momentum in partner-led business, delivering double-digit revenue growth in partner-led wins in Q3 [17] Company Strategy and Development Direction - The company is focused on driving adoption of its AI-powered solutions, particularly through the Enterprise Advanced platform, which is seeing strong upgrades and new customer acquisitions [10][16] - Strategic partnerships, such as with AWS and Tata Consultancy Services, are aimed at enhancing AI capabilities and expanding market reach [14][18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing demand for Box AI and the Enterprise Advanced platform, expecting continued growth in net retention rates and seat expansions [23][36] - The company anticipates Q4 revenue to be approximately $304 million, representing about 9% year-over-year growth, and expects FY26 revenue to be around $1.175 billion [25][27] Other Important Information - The company repurchased 2.4 million shares for approximately $77 million in Q3, with a remaining buyback capacity of $35 million [24] - The company plans to settle $205 million of convertible notes due in January 2026 with cash [24] Q&A Session Summary Question: Growth levers since March Analyst Day - Management indicated that all growth levers are tracking well, with strong adoption of Enterprise Advanced and AI capabilities exceeding expectations [29] Question: Sales and marketing efficiency - Management noted improvements in sales and marketing efficiency, attributing it to investments in sales capacity and partnerships [30][31] Question: Federal vertical performance - The company is seeing good momentum in the federal vertical, aided by FedRAMP High authorization, despite some deal timing shifts due to the government shutdown [34] Question: Seat growth dynamics - Management stated that seat growth is primarily driven by AI-enabled workflows rather than macroeconomic recovery [35] Question: Competitive landscape with AI - Management highlighted that AI is catalyzing new use cases and increasing interest in migrating from legacy systems to Box [39][42] Question: Impact of Enterprise Advanced on pricing and seat growth - Management confirmed that both pricing and seat growth are contributing positively to net retention rates, with significant upside potential [43] Question: Path towards acceleration into next year - Management expressed confidence in returning to double-digit top-line growth, supported by strong underlying momentum [45]