Box Inc. published the transcript of its Fourth Quarter and Fiscal Year 2026 earnings conference call held March 3, 2026, attended by CEO and co-founder Aaron Levie and CFO and co-founder Dylan Smith, alongside Vice President of Investor Relations Cynthia Hiponia. Management highlighted Q4 revenue of $306 million, up 9% year-over-year, and fiscal 2026 revenue of $1.18 billion, up 8%, with operating margin of about 28%. Levie said results reflected “continued growth in customer demand for Box AI and the success of our Enterprise Advanced offering,” noting Enterprise Advanced customers have reached 10% of revenue. He also framed the company’s strategy around AI agents, stating, “Files are, quite simply, the native unit of work for agents,” and positioned Box as “the file system for agents.” Product updates included general availability of Box Extract, the launch of Box Shield Pro, and expanded access to leading AI models through Box AI Studio. Looking ahead, Box discussed building next-generation AI agent features, expanding workflow automation, and launching Box Automate in the first half of the year. “Soon you'll be able to give AI agents complete projects,” Levie said. Smith emphasized customer and forward-visibility metrics, including remaining performance obligations of $1.7 billion, up 17% year-over-year, and a net retention rate of 104%. He added that Enterprise Advanced pricing has delivered “an average pricing uplift of 30-40% over Enterprise Plus,” which Box expects to continue. The company also outlined fiscal 2027 guidance, including expected full-year revenue of about $1.275 billion and EPS of approximately $1.55. The full transcript can be accessed through the link below.
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