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Investors Were Dead Wrong About Box—This AI-Driven Comeback Just Proved It
Yahoo Finance· 2025-12-04 16:15
Core Viewpoint - Box, Inc. (NYSE: BOX) experienced a significant stock price reversal, moving from a pre-market dip of nearly 8% to a gain of over 6.5% by mid-day, indicating a market focus on fundamental strength rather than accounting complexities [2]. Financial Performance - Box's third-quarter non-GAAP earnings per share (EPS) of 31 cents initially appeared to miss analyst targets due to a 16-cent deferred tax expense, which was an accounting adjustment rather than a reflection of business performance [3]. - Billings grew by 12% to $296 million, significantly outpacing the company's 9% revenue growth, indicating building sales momentum [5]. - Remaining performance obligations (RPO) surged 18% year-over-year to $1.5 billion, providing a strong backlog and revenue visibility for future quarters [5]. Strategic Insights - The company's AI-centric strategy is showing signs of acceleration, with customer adoption of new AI tools driving upgrades and increased spending [6]. - Management has demonstrated financial discipline through an expanded stock buyback program, reinforcing a commitment to protect shareholder value [6].