BOX Earnings Prediction
The chart below shows how BOX performed 10 days before and after its earnings report, based on data from the past quarters. Typically, BOX sees a +0.88% change in stock price 10 days leading up to the earnings, and a -0.79% change 10 days following the report. On the earnings day itself, the stock moves by +0.08%. This data can give you a slight idea of what to expect for the next quarter's release.
BOX Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
275.91M
5.50%
2.18%
Gross Margin
79.86%
8.61%
0.53%
Operating Margin
8.48%
94.94%
12.92%
Net Margin
4.67%
14.74%
-38.47%
EPS
0.05
25.00%
-50.00%
No Data Available
BOX Earnings Analysis
BOX, INC. Corporation (BOX.N) Earnings Conference Call
Positive
Revenue Growth Highlights: In Q3, our revenue grew 5% year-over-year to $276 million, reflecting strong customer demand for Box AI.
Record Gross and Operating Margins: We delivered record gross margins of 82% and achieved an operating margin of 29%, up 440 basis points from a year ago.
RPO Growth Achievement: Our RPO grew 13% year-over-year, reaching $1.3 billion, driven by improved customer contract durations.
Suites Attach Rate Improvement: Our Q3 attach rate for Suites in large deals was 83%, an improvement from 79% in Q3 of last year, indicating strong customer adoption.
Free Cash Flow Generation: We generated free cash flow of $57 million in Q3, demonstrating our robust financial health and ability to invest in growth.
Negative
Free Cash Flow Decline: In Q3, we generated free cash flow of $57 million, down 2% from Q3 of FY '24.
Cash Flow Decline: We generated cash flow from operations of $63 million, down 13% year-over-year.
Remaining Performance Obligations Growth: We ended the quarter with remaining performance obligations, or RPO, of $1.3 billion, a 13% year-over-year increase and 14% in constant currency.
Q3 Billings Growth: Q3 billings of $265 million were up 4% year-over-year and up 3% year-over-year in constant currency, impacted by a roughly 100 basis points or $3 million headwind from FX versus our prior expectations.
Q4 Revenue Forecast: We expect our Q4 revenue to be approximately $279 million, representing 6% year-over-year growth, which includes an expected headwind from FX of approximately 90 basis points.
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BOX Earning Call Sentiment
Box, Inc. (BOX) Q3 2025 Earnings Call Transcript
1.0x
00:00
00:00
BOX.N
0.45%Positive
The earnings call summary indicates strong financial performance with record margins and increased EPS, despite some economic headwinds. The Q&A session highlighted positive feedback on AI solutions, stable business expectations, and new product launches expected to drive future growth. The share repurchase plan further supports shareholder returns. While there are some concerns about currency impacts and management's unclear responses on new SKU applicability, the overall sentiment remains positive, suggesting a stock price increase in the range of 2% to 8% over the next two weeks.
