BOX
Box, Inc.30.01
+0.30+1.01%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
4.30BP/E (TTM)
24.01Basic EPS (TTM)
1.25Dividend Yield
0%Recent Filings
10-Q
8-K
10-Q
Q2 FY2026 results
Box's Q2 FY2026 revenue climbed 9% y/y to $294M, fueled by seat expansions and strong uptake of multi-product Suites, though partially offset by some customer churn; gross margin held steady at 79.1% amid higher public cloud costs. Operating income edged up to $20.6M (7.0% margin), but net income dipped to $13.4M due to elevated taxes and interest on convertible notes, with diluted EPS at $0.05 on 151M shares—consistent with reported figures. Cash swelled to $658M, bolstered by $173M YTD operating cash flow, while free cash flow (derived as operating cash minus capex and software capitalization) reached $154M; total debt stands at $654M across 2026 and 2029 notes, with $75M revolver undrawn. Japan contributed 26% of revenue, underscoring geographic momentum. Yet competition from Microsoft and Google keeps pricing pressure in check.
8-K
Box Q2 revenue up 9%
Box, Inc. reported Q2 fiscal 2026 revenue of $294 million, up 9% year-over-year, with remaining performance obligations hitting $1.5 billion, up 16%. Non-GAAP operating margin expanded to 28.6%, fueled by AI platform momentum and wins at Marriott, Penguin Random House, and Garmin. Box eyes $298-299 million for Q3. AI integrations drive growth, yet deferred tax hits EPS.
8-K
Box boosts equity plans
Box, Inc. stockholders approved key amendments at the June 27, 2025 annual meeting, boosting the 2015 Equity Incentive Plan by 5 million shares and the Employee Stock Purchase Plan by 6 million shares to fuel talent retention amid competitive pressures. They also greenlit a charter tweak limiting officer liability under Delaware law, while electing directors Dan Levin and Bethany Mayer—yet Levin faced notable opposition. This bolsters Box's equity toolkit. Vote tallies show strong backing for most proposals.
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