BOX

Box (NYSE:BOX) provides a cloud-based software platform that helps organizations securely manage and collaborate on digital content. It recently launched workflow automation tools and expanded its geographic footprint, while reporting an 80% gross margin for the quarter ended April 30, 2026. DocuSign (NASDAQ:DOCU) offers electronic signature software and an extensive suite of tools for digital agreement management to businesses globally. It integrated new intelligent agreement features and formed identity verification partnerships. The company reported a 13% EBIT margin for the quarter ended April 30, 2026. Revenue represents the total amount of money a business earns from its primary operations over a specific period, and it serves as a baseline indicator of customer demand and overall market scale. Data source: Company filings. Data as of July 13, 2026. DocuSign’s sales are far larger than Box’s, but these software companies serve different customer segments. Both are seeing solid year-over-year revenue growth, a sign that their businesses continue to expand. As a leader in digital legal documents, DocuSign has built up a base of nearly two million customers. It posted a solid 9% year-over-year sales increase in its fiscal first quarter ended April 30. However, its stock fell earlier in 2026 due to investor concerns over artificial intelligence eroding the business of software companies, resulting in a sector-wide sell-off. DocuSign has incorporated AI into its document management workflows, and its rising revenue indicates customers are embracing the functionality. The company expects its fiscal 2027 sales to grow to about $3.5 billion, up from $3.2 billion in the prior year, so it seems AI is not hurting its business. Box stock was also hit by Wall Street’s software sell-off, although its sales are growing faster than DocuSign’s. Its revenue of $305.9 million in its fiscal Q1, ended April 30, represented an 11% year-over-year increase. Box generates 35% of revenue internationally with 70% of that from Japan, so it expects fiscal 2027 sales to be impacted by currency headwinds. Therefore, it forecasted only 9% year-over-year growth in fiscal 2027. Even so, the consistent revenue growth trend for Box, and DocuSign, suggests these are solid businesses to invest in for the long-term investor. Before you buy stock in Box, consider this: The Motley Fool Stock...

It has been about a month since the last earnings report for Netskope (NTSK). Shares have added about 16.8% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Netskope due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. • Revenue: $201.6 million in Q1 fiscal 2027, up 28% year over year.• Non-GAAP EPS reported at a loss of 6 cents, improved from a loss of 28 cents per share in Q1 fiscal 2026.• ARR: $845 million, up 29% year over year.• Remaining performance obligations: over $1.2 billion, up 33% year over year; contracted future billings grew 71%.• Customers with more than $100,000 in ARR: 1,600, up 23% year over year. Revenue rose 28% in Q1 fiscal 2027 to $201.6 million, ahead of guidance, supported by demand across regions. Management noted a strong new-logo engine, with ARR from new customers up roughly 60% year over year. Net new ARR of $34 million compared with $39 million in first-quarter fiscal 2026, reflecting a difficult prior-year upsell comparison that included several outsized expansions. Net retention was 113%, and gross retention reached a company high, underscoring healthy customer satisfaction and continued platform expansion. The company reported the fastest pipeline build in its history for a new product category with its AI Security suite and noted early conversions. New launches included AI Command Center, AgentSkope AI agents, AI Gateway, AI Guardrails, Agentic Broker and Red Teaming. Roughly half of sales reps are new or still ramping, which is expected to support a back-half acceleration in net new ARR. The expanded Deloitte alliance aims to strengthen pipeline and implementation capacity. Indirect channels remain primary, with $194.9 million of fiscal first-quarter revenues via partners versus $6.7 million direct. Non-GAAP gross margin reached 77%, aided by NewEdge scale. Non-GAAP operating margin improved to (14)% from (18)% a year ago, reflecting some operating leverage despite ongoing investment in R&D and field capacity. GAAP cost of revenue rose 11% year over year, with higher network and colocation expenses partly offset by lower intangible amortization; IPO-related stock-based compensation als...

A month has gone by since the last earnings report for Box (BOX). Shares have added about 3.2% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Box due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important drivers. Box reported first-quarter fiscal 2027 non-GAAP earnings of 37 cents per share, which increased 23.3% year over year. The figure surpassed the Zacks Consensus Estimate by 2.78%. Revenues of $305.9 million increased 10.7% from the year-ago quarter and edged past the consensus mark by 0.64%. Billings were $255.4 million in the reported quarter, up 5% year over year on a reported basis and 13% on a cc basis. Management attributed the strength to robust bookings momentum rather than early renewals or unusual payment behavior. A key contributor was the continued mix shift toward Suites. Suites customers accounted for 67% of revenues, up from 61% a year ago, underscoring the company’s progress in consolidating demand around higher-value bundles that incorporate workflow and AI capabilities. The quarter reflected stronger adoption of Enterprise Advanced and broader Box AI usage. Net retention rate improved to 105%, indicating healthier expansion within the installed base, as customers leaned further into intelligent workflow use cases. Customer quality also strengthened. Customers paying at least $100,000 annually grew 11% year over year, supporting the view that enterprise-oriented deployments remain a meaningful driver of Box’s growth profile. The company’s remaining performance obligations (RPO) totaled $1.6 billion, up 12% year over year on a reported basis and 16% on a cc basis, reflecting the benefit of strong contract durations and sustained customer commitments. This includes $880.2 million in short-term RPO (up 8% on a reported basis and 12% on a constant currency basis) and $761.7 million in long-term RPO (up 16% year over year on a reported basis and 22% on cc basis). Profitability expanded alongside the stronger top-line trajectory. The non-GAAP gross margin for first-quarter fiscal 2027 improved to 81.5% from 80.5% in the year-ago period, reflecting continued scale benefits in the model....

Over the last six months, Box’s shares have sunk to $26.48, producing a disappointing 15.3% loss - a stark contrast to the S&P 500’s 10.7% gain. This might have investors contemplating their next move. Is now the time to buy Box, or should you be careful about including it in your portfolio? Check out our in-depth research report to see what our analysts have to say, it’s free. Despite the more favorable entry price, we don’t have much confidence in Box. Here are three reasons you should be careful with BOX, plus one stock we’d rather own. Billings is a non-GAAP metric that is often called “cash revenue” because it shows how much money the company has collected from customers in a certain period. This is different from revenue, which must be recognized in pieces over the length of a contract. Box’s billings came in at $255.4 million in Q1, and over the last four quarters, its year-on-year growth averaged 6.5%. This performance was underwhelming and suggests that increasing competition is causing challenges in acquiring/retaining customers. Forecasted revenues by Wall Street analysts signal a company’s potential. Predictions may not always be accurate, but accelerating growth typically boosts valuation multiples and stock prices while slowing growth does the opposite. Over the next 12 months, sell-side analysts expect Box’s revenue to rise by 8.3%, close to its 8.9% annualized growth for the past five years. This projection doesn’t excite us and suggests its newer products and services will not accelerate its top-line performance yet. While many software businesses point investors to their adjusted profits, which exclude stock-based compensation (SBC), we prefer GAAP operating margin because SBC is a legitimate expense used to attract and retain talent. This metric shows how much revenue remains after accounting for all core expenses — everything from the cost of goods sold to sales and R&D. Analyzing the trend in its profitability, Box’s operating margin rose by 2.5 percentage points over the last two years, as its sales growth gave it operating leverage. Its operating margin for the trailing 12 months was 8.6%. We cheer for all companies solving complex business issues, but in the case of Box, we’ll be cheering from the sidelines. After the recent drawdown, the stock trades at 2.9× forward price-to-sales (or $26.48 per share). While this valuation is fair,...

Broadcom AVGO reported second-quarter fiscal 2026 non-GAAP earnings of $2.44 per share, which beat the Zacks Consensus Estimate by 1.67% and rose 54% year over year. Revenues rose 48% year over year to $22.19 billion and beat the Zacks Consensus Estimate by 0.68%. The quarter benefited from accelerating AI semiconductor revenues, which reached $10.8 billion, up 143% year over year and exceeding the company’s outlook.AVGO shares were down 0.49% at the time of writing this article. The stock has appreciated 84.4% in the trailing-12 months compared with the Zacks Computer & Technology sector’s return of 55.2%. Semiconductor solutions revenues (68% of net revenues) totaled $15.01 billion, up 79% year over year. Management said the upside was powered by AI semiconductors, with networking representing almost 40% of AI revenues in the quarter. Broadcom Inc. price-consensus-eps-surprise-chart | Broadcom Inc. Quote Infrastructure software revenues (32% of net revenues) climbed 9% year over year to $7.18 billion. Management noted that software bookings stayed strong and the company sustained ARR growth of 17% year over year.Profitability remained a standout despite mix headwinds. Non-GAAP gross margin was 77.1%, down 230 basis points year over year as semiconductors became a larger proportion of the mix. Research and development expenses, as a percentage of net revenues, decreased 290 bps year over year to 7.2%. SG&A expenses, as a percentage of net revenues, decreased 130 bps to 2.6%.Adjusted EBITDA rose 52% year over year to $15.24 billion. The adjusted EBITDA margin was 68.7%, up 210 bps year over year. Operating margin rose 52.4% year over year to a record $14.9 billion, reflecting strong operating leverage as non-GAAP operating margin expanded 200 bps year over year to 67.3%. As of May 3, 2026, cash and cash equivalents were $19.63 billion, up from $14.17 billion as of Feb.1, 2026.Total debt (including the current portion of $3.15 billion) was $66.06 billion as of Feb. 1, 2026 compared with $65.14 billion as of Nov. 2, 2025.Broadcom generated $10.49 billion in cash flow from operations in the quarter compared with $8.26 billion in the previous quarter. The free cash flow was $10.26 billion compared with $8.01 billion in the prior quarter.During the quarter, Broadcom paid stockholders $3.09 billion of cash dividends based on a quarterly common stock dividend of $0...

Box’s first quarter results for 2026 produced double-digit revenue growth and exceeded Wall Street’s expectations for both sales and adjusted profits. Despite these results, the market responded negatively, with concerns centering on whether Box’s current growth rate is sustainable and if margin expansion can persist. Management attributed the quarter’s performance to increased adoption of its Enterprise Advanced offering and the Box AI platform, highlighting that enterprise customers are upgrading to more comprehensive workflow solutions. CEO Aaron Levie noted that “Enterprise Advanced net retention was higher than our overall net retention rate of 105%,” emphasizing the product’s impact on customer expansion and premium pricing. Is now the time to buy BOX? Find out in our full research report (it’s free). Revenue: $305.9 million vs analyst estimates of $304.3 million (10.7% year-on-year growth, 0.5% beat) Adjusted EPS: $0.37 vs analyst estimates of $0.36 (in line) Adjusted Operating Income: $84.66 million vs analyst estimates of $83.78 million (27.7% margin, 1.1% beat) The company slightly lifted its revenue guidance for the full year to $1.28 billion at the midpoint Management slightly raised its full-year Adjusted EPS guidance to $1.56 at the midpoint Operating Margin: 9%, up from 2.3% in the same quarter last year Billings: $255.4 million at quarter end, up 5.4% year on year Market Capitalization: $3.99 billion While we enjoy listening to the management’s commentary, our favorite part of earnings calls is the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Steve Enders (Citi): asked about the pace and sophistication of agentic AI adoption among customers. CEO Aaron Levie said adoption is still early, with document extraction agents showing the strongest momentum and Box’s AI unit monetization ramping up, especially for heavy workload use cases. Matthew Bullock (Bank of America): inquired about the drivers of net revenue retention outperformance. CFO Dylan Smith attributed it to strong Enterprise Advanced adoption, with seat expansion as the primary factor lifting the blended retention rate. Taylor McGinnis (UBS): questioned when AI credits and API monetization might become more material to Box’s revenue. Levie...

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Achieved first double-digit revenue growth in over 12 quarters, driven by the successful market adoption of the Enterprise Advanced tier and Box AI platform. Enterprise Advanced is capturing a 30 to 40 percent price premium over Enterprise Plus, reflecting the high value customers place on intelligent workflow capabilities. Management attributes performance to Box's positioning as the secure content layer for unstructured data, which is essential for grounding enterprise AI agents. The company is pivoting toward an 'agentic future' where Box serves as a headless file system for both internal and external AI agents via robust APIs. Strategic focus has shifted to vertical-specific solutions in sectors like life sciences and financial services to translate AI capabilities into industry-specific workflows. The 'neutral layer' strategy allows customers to swap between different AI models (OpenAI, Anthropic, Google) while maintaining consistent data governance and security. Full-year revenue guidance was raised to approximately 1.28 billion, assuming continued pipeline momentum and Enterprise Advanced upgrades. Net retention rate is projected to reach 105% by the end of fiscal 2027, supported by seat expansion and the higher retention seen in Enterprise Advanced customers. Management expects AI unit monetization and API usage fees to become increasingly significant revenue contributors as agentic workloads scale. Future product investments will focus on Box Automate and Box Extract to support more sophisticated, longer-running tasks and richer content creation. The company anticipates a defining shift where AI agents become the primary users of software and data, necessitating more granular access controls and agent guardrails. Foreign exchange headwinds were 260 basis points greater than prior expectations in Q1, though the company still exceeded billings guidance. The share repurchase program was expanded by $500 million in March, with 4.8 million shares already repurchased in Q1 for approximately $114 million. Suites customers now represent 67 percent of total revenue, up from 61 percent in the prior year, indicating a structural shift toward platform-wide adoption. Record Q1 free cash flow of $128 million was...

This article first appeared on GuruFocus. Revenue: $306 million, up 11% year over year, 10% in constant currency. Billings: $255 million, up 5% year over year, 13% in constant currency. Operating Margin: 27.7%, up 240 basis points from the previous year. Net Retention Rate: 105%, up from 102% in the previous year. Gross Margin: 81.5%, up 100 basis points from the previous year. Free Cash Flow: $128 million, up 8% year over year. Cash Flow from Operations: $140 million, up 10% year over year. EPS: $0.37, above guidance of $0.36. Share Repurchase: 4.8 million shares repurchased for approximately $114 million. Remaining Performance Obligations (RPO): $1.6 billion, up 12% year over year, 16% in constant currency. Warning! GuruFocus has detected 2 Warning Sign with ZS. Is BOX fairly valued? Test your thesis with our free DCF calculator. Release Date: May 26, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Box Inc (NYSE:BOX) achieved double-digit year-over-year revenue growth for the first time in over 12 quarters, with an 11% increase. The company reported strong adoption of its Enterprise Advanced and Box AI platform, leading to higher net retention rates and a price premium over other offerings. Box Inc (NYSE:BOX) delivered record Q1 bookings and exceeded guidance across all metrics, including revenue, billings, and operating margins. The company is expanding its partnerships with leading AI labs and system integrators, enhancing its ecosystem and market reach. Box Inc (NYSE:BOX) is investing in innovation, particularly in AI and workflow automation, which is expected to drive future growth and customer value. Despite strong performance, Box Inc (NYSE:BOX) faces challenges with foreign currency exchange rates, impacting financial results. The company acknowledges the complexity and time required for enterprises to adopt AI strategies, which may delay revenue realization. Box Inc (NYSE:BOX) is experiencing competitive pressures in the content management space, necessitating continuous innovation and differentiation. There is a need for significant investment in go-to-market strategies and verticalization to capture AI-driven opportunities. The company must navigate the complexities of token budgeting and optimization as enterprises scale their AI usage, which could impact pricing and revenue. Q: What are...

Box BOX reported first-quarter fiscal 2027 non-GAAP earnings of 37 cents per share, which increased 23.3% year over year. The figure surpassed the Zacks Consensus Estimate by 2.78%. Revenues of $305.9 million increased 10.7% from the year-ago quarter and edged past the consensus mark by 0.64%. Box shares were down 1.08% at the time of writing this article. In the year-to-date period, BOX shares dropped 14.4%, underperforming the Zacks Computer and Technology sector’s return of 17.4%. Billings were $255.4 million in the reported quarter, up 5% year over year on a reported basis and 13% on a cc basis. Management attributed the strength to robust bookings momentum rather than early renewals or unusual payment behavior. A key contributor was the continued mix shift toward Suites. Suites customers accounted for 67% of revenues, up from 61% a year ago, underscoring the company’s progress in consolidating demand around higher-value bundles that incorporate workflow and AI capabilities. Box, Inc. price-consensus-eps-surprise-chart | Box, Inc. Quote The quarter reflected stronger adoption of Enterprise Advanced and broader Box AI usage. Net retention rate improved to 105%, indicating healthier expansion within the installed base, as customers leaned further into intelligent workflow use cases. Customer quality also strengthened. Customers paying at least $100,000 annually grew 11% year over year, supporting the view that enterprise-oriented deployments remain a meaningful driver of Box’s growth profile. The company’s remaining performance obligations (RPO) totaled $1.6 billion, up 12% year over year on a reported basis and 16% on a cc basis, reflecting the benefit of strong contract durations and sustained customer commitments. This includes $880.2 million in short-term RPO (up 8% on a reported basis and 12% on a constant currency basis) and $761.7 million in long-term RPO (up 16% year over year on a reported basis and 22% on cc basis). Profitability expanded alongside the stronger top-line trajectory. The non-GAAP gross margin for first-quarter fiscal 2027 improved to 81.5% from 80.5% in the year-ago period, reflecting continued scale benefits in the model. Operating leverage also showed up in operating profitability. Non-GAAP operating margin rose to 27.7% from 25.3% a year earlier, pointing to a better balance between growth investments and expense discipline. As...

REDWOOD CITY, Calif. (AP) — REDWOOD CITY, Calif. (AP) — Box Inc. (BOX) on Tuesday reported fiscal first-quarter net income of $17.7 million. The Redwood City, California-based company said it had profit of 8 cents per share. Earnings, adjusted for one-time gains and costs, came to 37 cents per share. The results exceeded Wall Street expectations. The average estimate of five analysts surveyed by Zacks Investment Research was for earnings of 36 cents per share. The online storage provider posted revenue of $305.9 million in the period, also topping Street forecasts. Three analysts surveyed by Zacks expected $304 million. For the current quarter ending in July, Box expects its per-share earnings to be 39 cents. The company said it expects revenue in the range of $319 million for the fiscal second quarter. Box expects full-year earnings to be $1.56 per share, with revenue expected to be $1.28 billion. Box shares have dropped 14% since the beginning of the year. In the final minutes of trading on Tuesday, shares hit $25.83, a decrease of 17% in the last 12 months. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on BOX at https://www.zacks.com/ap/BOX

Tuesday, May 26th, 2026Pre-market futures are back in the green following the Memorial Day observance on Monday, looking toward new all-time opening highs despite a lack of progress on the Iran War front, etc. The Dow is +270 points at this hour, +0.53%, the S&P 500 is +53 points, +0.71%, the tech-heavy Nasdaq +344 points, +1.17% and the small-cap Russell 2000 is up +33 points, also +1.17%.We see Q1 earnings season winding down, though this week still brings us several key retailers reporting, such as Abercrombie & Fitch ANF, Dick’s Sporting Goods DKS, Costco COST and Dollar Tree DLTR, to name just a few. Also tech majors Salesforce CRM, Marvell Technologies MRVL and Dell DELL, among others. AutoZone AZO reported mixed fiscal Q3 results this morning, in comparison to Advance Auto Parts AAP stellar report a week ago: earnings of $38.07 per share zipped past the Zacks consensus estimate by +5.22% on revenue of $4.84 billion — +8.4% from the year-ago quarter but below the $4.86 billion analysts had been expecting. This is the second-straight quarterly earnings beat, but shares are down -5% in pre-market trading.After the close today, we’ll see earnings results from data storage company Box BOX and cloud security firm Zscaler ZS. Both are projected to perform well on earnings growth year over year: +20% and +19%, respectively, on +10% revenue growth for Box and +23% on Zscaler. ZS has not posted an earnings miss its entire publicly traded career, dating back to early 2018. The rearview look at home prices from Case-Shiller is out this morning for the month of March. Home price gains increased +0.7% for the month, down 10 bps from the prior month’s downwardly revised +0.8%. For the 10th straight month, home price gains did not keep up with overall inflation.Chicago once again led the way, with home prices growing +6.1% for the month, followed by New York City and Cleveland. Negative home price growth — of which more than half of the 20-city survey reported — was largest in Seattle that month, -2.5%, followed by Tampa and Denver. Of course, these days we always have one eye trained on developments in the Middle East. Strategic strikes in Iran from the U.S. appear to have set back peace talks, at least for now. The Islamic Republic of Iran just proclaimed it “will not leave any act of mischief unanswered…” so time will tell whether this is more saber-rattling or a...

Interested in Box, Inc.? Here are five stocks we like better. Box delivered a strong Q1 with revenue up 11% year over year to $306 million and billings up 5%, while management highlighted record Q1 bookings and its fourth straight quarter of accelerating revenue growth. Enterprise Advanced and Box AI are gaining traction, with the offering’s net retention above the company average, a 30% to 40% price premium over Enterprise Plus, and early adoption tied to AI-powered workflow and document-extraction use cases. Box raised its fiscal 2027 outlook, lifting full-year revenue guidance to about $1.28 billion and maintaining roughly 28% operating margin expectations, supported by strong cash flow and continued share buybacks. Investors Were Dead Wrong About Box—This AI-Driven Comeback Just Proved It BOX (NYSE:BOX) reported a stronger-than-expected start to fiscal 2027, with management pointing to growing adoption of its Enterprise Advanced offering and AI-driven content workflow products as key drivers of its results. On the company’s first-quarter earnings call, Box Co-founder and CFO Dylan Smith said revenue rose 11% year over year to $306 million, or 10% in constant currency. He said the quarter marked Box’s fourth consecutive quarter of accelerating revenue growth and its first double-digit growth rate since fiscal 2023. Billings totaled $255 million, up 5% year over year, or 13% in constant currency, exceeding the company’s expectations for low single-digit growth. → Voya Financial Grows Earnings Across All 3 Business Segments Why Smartsheet Stock is an Undervalued Gem of an Investment “Q1 was a very strong start to the year, highlighted by record Q1 bookings,” Smith said. He added that customers paying Box at least $100,000 annually grew 11% year over year, while suites customers accounted for 67% of revenue, up from 61% a year earlier. Co-founder and CEO Aaron Levie said Box is seeing continued adoption of its intelligent workflow solutions, particularly Enterprise Advanced and the Box AI platform. Enterprise Advanced combines capabilities including Box Agent, Box Extract, Box Automate and Box Apps. → SpaceX Gets the Attention, But These 4 Stocks Could Get the Returns 3 Attractive Mid-Cap Tech Stocks Getting Set to Report Levie said Enterprise Advanced has now been in the market for a full year and is showing favorable customer trends. Its net retention rate...