Key Takeaways BOX shares fell 13.8% in six months, hurt by macro headwinds and rising costs.Box expects 8% revenue growth and a stable 28% operating margin in fiscal 2026.AI launches, partner ecosystem and rise in $100K clients supported 12% billings growth in 3Q26. Box (BOX) shares have dropped 13.8% in the past six months, underperforming the Zacks Internet Software industry’s decline of 3.9% and the broader Zacks Computer and Technology sector’s return of 22.3%. The underperformance can be attributed to ...

Box (NYSE:BOX) Q3 2026 Earnings Call December 02, 2025 05:00 PM ET Company ParticipantsDylan Smith - Co-founder and CFOAaron Levie - Co-founder and CEOMatt Bullock - Equity Research AssociateFrederick Gooding - Equity Research AssociateCynthia Hiponia - VP of Investor RelationsConference Call ParticipantsJosh Baer - Software Small and Midcap Research AnalystNone - AnalystGeorge Kurosawa - Equity Research AnalystOperatorLadies and gentlemen, thank you for standing by. My name is Abby, and I will be your conf ...

Box (NYSE:BOX) Q3 2026 Earnings Call December 02, 2025 05:00 PM ET Company ParticipantsDylan Smith - Co-founder and CFOAaron Levie - Co-founder and CEOMatt Bullock - Equity Research AssociateFrederick Gooding - Equity Research AssociateCynthia Hiponia - VP of Investor RelationsConference Call ParticipantsJosh Baer - Software Small and Midcap Research AnalystNone - AnalystGeorge Kurosawa - Equity Research AnalystOperatorLadies and gentlemen, thank you for standing by. My name is Abby, and I will be your conf ...

Box (NYSE:BOX) Q3 2026 Earnings Call December 02, 2025 05:00 PM ET Speaker0Ladies and gentlemen, thank you for standing by. My name is Abby, and I will be your conference operator today. At this time, I would like to welcome everyone to the Box Incorporated third quarter fiscal 2026 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during that time, simply ...

GAAP Net Income Per Share of $0.05 and Non-GAAP Net Income Per Share of $0.31 New $150 Million Expansion of Stock Repurchase Program Dec 2, 2025 4:05 PM Eastern Standard Time Box Reports Third Quarter Fiscal 2026 Financial Results Share Revenue of $301 Million, up 9% Year-Over-Year, up 8% in Constant Currency Remaining Performance Obligations of $1.5 Billion, up 18% Year-Over-Year, up 19% in Constant Currency GAAP Operating Margin of 8.3% and Non-GAAP Operating Margin of 28.6% REDWOOD CITY, Calif.--(BUSINES ...

Box (NYSE:BOX) Investor Product Briefing Summary Company Overview - **Company**: Box, Inc. - **Event**: BoxWorks 2025 Investor Product Briefing - **Date**: September 11, 2025 Key Industry Insights - **AI Integration**: Box is focusing on integrating AI throughout the content lifecycle, emphasizing the importance of unstructured data management and automation in enterprise settings [2][11][33] - **Market Trends**: There is a growing demand for AI solutions across various sectors, particularly in public sector, financial services, and life sciences, where compliance and security are critical [47] Core Product Announcements - **AI Agents**: Introduction of AI agents designed to enhance productivity by automating workflows and managing unstructured data [4][11][16] - **Box Automate**: A new workflow automation tool that allows users to create custom workflows using AI agents without requiring coding skills [25][30] - **Box Extract**: Enhanced data extraction capabilities that significantly improve the volume of data processed, with examples showing a 60 times increase in insights from complex documents [23][24] Product Features and Enhancements - **Content Management**: Box's platform is designed to securely connect content to AI, integrating with various applications like Salesforce and Microsoft Teams [9][10] - **Security Enhancements**: Introduction of Box Shield Pro, which includes advanced security features to protect sensitive data and improve compliance [34][35] - **Classification Agent**: A new AI-driven tool that classifies documents based on context rather than just keywords, improving data security and management [39][41] Customer Use Cases - **Valmark Financial**: Successfully extracted over 250,000 data points from insurance policies, showcasing the efficiency of Box Extract [23] - **Loan Processing**: Demonstrated how Box Automate can streamline loan application reviews, allowing teams to focus on decision-making rather than paperwork [30][31] - **Innatec**: Utilized the classification agent to enhance security by automatically labeling sensitive documents, demonstrating the practical application of AI in content management [38][41] Strategic Focus - **Enterprise Advanced Plan**: Box is doubling down on its Enterprise Advanced plan, which includes new AI capabilities and aims to increase customer adoption and satisfaction [44][52] - **Market Expansion**: The integration of AI is expected to open new market opportunities, allowing Box to serve smaller companies that previously lacked the resources for complex document management systems [70][72] Financial Outlook - **Revenue Growth**: Box anticipates a 20% to 40% uplift in pricing for the Enterprise Advanced plan, reflecting the added value of new features and capabilities [52] - **Customer ROI**: Companies are finding significant ROI potential through the use of Box AI, with many reporting efficiency gains and cost savings [56] Conclusion - Box is positioning itself as a leader in AI-driven content management solutions, focusing on enhancing productivity, security, and compliance for enterprises. The integration of AI agents and automation tools is expected to drive significant growth and customer satisfaction in the coming years [45][56]