But for more on that story, let's bring in Aaron Levy, the CEO and co-founder of Box. Uh Aaron, thank you very much for being here with us. Let's start right off the bat with this this entire ecosystem trade that's going on.You are part of this ecosystem effect. Has it been beneficial to you to the degree that you thought it would when you first came into that ecosystem a couple years ago. Yeah.So um uh you know maybe stock aside for a second the the general transition to um an AI and agentic future in the ...

Core Insights - The transition to an AI-driven future in enterprises is gaining significant momentum, with companies like Box fully committing to leveraging AI for managing enterprise data [2][3] - The partnership with OpenAI to utilize their agent builder platform is expected to enhance customer capabilities in automating workflows and extracting critical information from documents [4] AI and Monetization - AI agents present a new monetization opportunity for software companies, moving away from traditional seat-based billing to consumption-based or volume-based billing models [6][8] - The first half of the year has shown promising growth in monetization efforts related to AI agents, indicating a positive trend for companies adopting this model [8][9] - New capabilities announced by OpenAI are seen as tools that will allow software providers to scale their technology and address new use cases, similar to the early iOS app store [10][12]

Core Insights - FLYING WHALES has selected Box for its intelligent content management needs, indicating a strategic move towards enhancing operational efficiency and collaboration [1] Company Summary - FLYING WHALES aims to leverage Box's platform to manage its content intelligently, which may improve workflow and data accessibility [1] Industry Summary - The decision reflects a growing trend among companies in various industries to adopt cloud-based content management solutions to streamline operations and enhance productivity [1]

Core Insights - The article discusses the transformative impact of AI on startups and the entrepreneurial landscape, highlighting how AI enables significant productivity gains and creates new opportunities for young entrepreneurs [5][6][7]. Company Background - Box was founded in 2005 by Aaron Levie and Dylan Smith, initially as a consumer-focused cloud storage service before pivoting to enterprise solutions in 2007 due to increasing competition [3][14]. - The company has evolved to incorporate AI into its operations, with approximately 30% of its code now derived from AI technologies, leading to productivity improvements reported by employees ranging from 20% to 75% [5][6]. AI's Impact on Startups - AI is seen as a game-changer for startups, allowing small teams to achieve productivity increases of 3 to 10 times by automating tasks that were previously manual [6][7]. - The current entrepreneurial environment is characterized by a "reset moment" where established companies face challenges from agile startups leveraging AI, which can iterate and scale rapidly [7][8]. Market Dynamics - The article emphasizes that the AI era presents unique opportunities for startups, particularly for recent graduates who may not fully grasp the challenges of entrepreneurship, allowing them to enter seemingly saturated markets [7][8]. - The shift from cloud computing to AI is marked by a more favorable public perception of AI, which does not require the same level of persuasion that cloud computing did in its early days [15][18]. Future Opportunities - The potential for new business models is highlighted, with AI enabling companies to offer services that were previously unfeasible, such as automating complex tasks at a fraction of the cost [29][30]. - The article predicts that many new startups will emerge in the coming years, potentially growing into significant enterprises valued at billions, driven by innovative applications of AI [28][29]. Entrepreneurial Advice - Entrepreneurs are encouraged to focus on markets where AI can fundamentally change the landscape and to build strong founding teams to navigate the challenges of starting a business [34][35]. - The importance of understanding market dynamics and leveraging AI to create unique value propositions is emphasized as critical for success in the evolving business environment [34][35].

Core Insights - Black Box has announced a strategic partnership with Wind River to deliver next-generation intelligent edge and private cloud solutions across various industries [1] Group 1: Partnership Details - The collaboration aims to leverage Wind River's advanced technologies, including the Wind River Cloud Platform and eLxr Pro, combined with Black Box's global integration capabilities [1] - This partnership targets industries such as industrial, manufacturing, retail, financial services, automotive, and telecommunications [1] Group 2: Objectives and Benefits - The goal of the partnership is to help enterprises modernize operations and drive digital infrastructure transformation [1] - The unique workload migration capabilities of Wind River's technologies will enhance the overall service offering [1]

Core Insights - Pizza Hut is launching a new campaign called "Hijack the Hut" in conjunction with National Pizza Month, featuring the return of the Big Dinner Box and a partnership with PEPSI® and quarterback Josh Allen [1][2][3] Product Highlights - The Big Dinner Box includes two Medium 1-Topping Pizzas, 5 breadsticks, and 8 boneless wings, priced starting at $19.99 [1][2] - A special promotion allows customers to purchase a 2 Liter beverage for $2 using the code PEPSISETHUT [2] - New menu items include Crafted Flatzz starting at $5 each and a Melts Monday promotion with all Pizza Hut Melts priced at $4.99 every Monday [5][6] Marketing Strategy - The "Hijack the Hut" program encourages fans to shout "HUT!" during football games and share videos on social media for a chance to win pizza and exclusive prizes [3][4] - The campaign aims to enhance customer engagement and celebrate the football season while promoting value offerings [4] Company Background - Pizza Hut, a subsidiary of Yum! Brands, operates nearly 20,000 restaurants in over 110 markets and is known for innovations like Original Pan® and Original Stuffed Crust® pizzas [7] - The brand has a strong digital presence, with over half of its transactions coming from digital orders, and runs a loyalty program called Hut Rewards® [7]

Box has seen it all through its 20 years, and CEO @levie has been there the whole time. From the challenges of being a scrappy newcomer, fending off competitors, and retaining relevance are just the start of the stories he'll be sharing at this year's Disrupt.Plus, you should expect to hear more about their recently-announced agentic AI efforts, so don't miss your chance to attend: https://t.co/BNWF7oOWIZ ...

Group 1 - Jack in the Box is launching a new interactive game called DealQuest: Revenge of the Munchies within its app [1] - The game features a choose-your-own-adventure format where players can engage with menu items and unlock deals [1] - The promotion is themed around Halloween, aiming to enhance customer engagement and drive sales [1]

Box (NYSE: BOX ) is no longer simply "where files live." Over the last decade it has become the permissioned memory layer for thousands of enterprises, the repository where canonical contracts, SOPs, PRDs, audits, tickets, training materials, etc. reside under fine-grained governance. That role is significant now"AWS Certified AI Practitioner Early Adopter"I am a DevOps Engineer for a major, wholly owned subsidiary of a large-cap Fortune 500. I am a true subject-matter expert on the actual buildout, deploym ...

Core Viewpoint - Box's recent earnings report shows a mixed performance with a decline in earnings year over year, but revenues have increased, indicating potential growth opportunities despite recent stock underperformance [1][2]. Financial Performance - Box reported Q2 fiscal 2026 non-GAAP earnings of 33 cents per share, a 25% decline year over year, but exceeded the Zacks Consensus Estimate by 6.45% [2]. - Total revenues reached $294 million, surpassing the consensus mark by 1.21%, with a 9% year-over-year increase on a reported basis and 7% on a constant-currency basis [2]. - Billings for the quarter were $265 million, reflecting a 3.3% year-over-year increase on a reported basis and 6% on a constant-currency basis [3]. - The company's net retention rate improved to 103%, up 100 basis points year over year [3]. Remaining Performance Obligations - Box's remaining performance obligations (RPO) totaled $1.5 billion, marking a 16% year-over-year increase on both reported and constant-currency bases [4]. - Short-term RPO was $812 million (up 12% year over year), while long-term RPO was $664 million (up 21% year over year) [4]. Operating Metrics - The non-GAAP gross margin for Q2 was 81%, contracting by 20 basis points year over year but expanding by 100 basis points sequentially [5]. - The non-GAAP operating margin was 28.6%, which expanded by 20 basis points year over year and 400 basis points sequentially [5]. Cash Flow and Share Repurchase - As of July 31, 2025, cash and cash equivalents were $758 million, an increase from $689.7 million as of April 30, 2025 [6]. - Box generated $46 million in cash from operations in Q2, down from $127.1 million in the previous quarter, and recorded a non-GAAP free cash flow of $35.7 million [6]. - The company repurchased approximately 1.2 million shares for $40 million, with about $112 million remaining under its current buyback capacity [7]. Guidance - For Q3 fiscal 2026, Box expects revenues between $298 million and $299 million, indicating an 8% year-over-year increase [8]. - For fiscal 2026, Box anticipates revenues between $1.16 billion and $1.175 billion, also reflecting an 8% year-over-year increase [9]. Market Position and Estimates - Since the earnings release, there has been a downward trend in estimates, with the consensus estimate shifting by 197.06% [10]. - Box has a subpar Growth Score of D, but a strong Momentum Score of A, resulting in an aggregate VGM Score of D [11]. - The stock holds a Zacks Rank 3 (Hold), indicating expectations for an in-line return in the coming months [12]. Industry Comparison - Box operates within the Zacks Internet - Software industry, where competitor Zoom Communications has seen a 2.5% gain over the past month, reporting revenues of $1.22 billion with a year-over-year change of +4.7% [13]. - Zoom's expected earnings for the current quarter indicate a +2.9% change from the year-ago quarter, with a Zacks Rank 1 (Strong Buy) [14].