Box (BOX) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Sep 01, 2026

After Close (Confirmed)

Period Ending

2027 (Q2)

Consensus EPS Forecast

0.4

Last Year’s EPS

0.33

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 9 Analysts Ratings

Earnings Call Summary

Q1 2027

Earnings Call Date:May 26, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed strong operational and financial momentum: return to double‑digit revenue growth, expanded margins, record free cash flow, improving net retention, and meaningful product/partner momentum around AI and agentic workflows. Headwinds are largely related to foreign exchange volatility, early‑stage monetization of AI consumption, and the time and effort customers need to migrate legacy content and optimize token costs. Overall, the positives (revenue, margins, cash flow, product launches, partnership traction and customer wins) materially outweigh the modest execution and macro headwinds highlighted.

Company Guidance

Box gave Q2 revenue guidance of approximately $319M (≈9% YoY, ≈10% constant currency, with an ~170 bps FX headwind), Q2 billings growth in the low-double-digits (includes ~140 bps FX tailwind), Q2 gross margin of 81–81.5%, Q2 operating margin of ~28.5% (includes ~100 bps FX headwind), Q2 EPS of ~$0.39 (includes ~ $0.03 FX headwind) and weighted average diluted shares of ~139M; for FY27 they raised revenue to ~ $1.28B (≈9% YoY, ≈10% CC, ~90 bps FX headwind), expect billings growth roughly in line with revenue (with ~150 bps FX headwind), FY gross margin 81–81.5%, FY operating margin ~28% (≈28.7% constant currency), FY EPS of ~$1.56 (~$1.64 CC), weighted shares ~139M (≈2M fewer than prior), and continue to target a 105% net retention rate exiting FY (Q1 RPO was $1.6B, ~55% of which is expected to be recognized in the next 12 months).

Return to Double‑Digit Revenue Growth

Q1 revenue of $306 million, up 11% year‑over‑year (10% in constant currency) — the first double‑digit YoY revenue growth rate in over 12 quarters; company raised FY27 revenue guide to ~$1.28 billion (≈9% YoY, 10% CC).

Billings and RPO Momentum

Q1 billings of $255 million (up 5% YoY, 13% in constant currency). Remaining performance obligations (RPO) of $1.6 billion, up 12% YoY (16% CC); short‑term RPO up 8% YoY (12% CC) with ~55% of RPO expected to be recognized over the next 12 months.

Strong Profitability and Margin Expansion

Q1 gross margin 81.5%, up 100 basis points YoY. Operating income of $85 million; operating margin expansion to 27.7% (up ~240 bps YoY; 28.1% in constant currency). Q1 non‑GAAP EPS of $0.37, above guidance.

Robust Cash Generation and Capital Return

Record free cash flow of $128 million and cash flow from operations of $140 million (up 810% YoY). Ended Q1 with $479 million in cash, restricted cash and short‑term investments. Repurchased 4.8 million shares for ~$114 million with ~$445 million remaining buyback capacity.

Enterprise Advanced Adoption Driving Retention and Mix

Overall net retention rate of 105% (above guidance and up from 102% YoY); Enterprise Advanced NR higher than overall rate. Suites customers represent 67% of revenue (up from 61% a year ago). Customers paying ≥$100k annually grew 11% YoY.

Major Product and AI Platform Progress

General availability of Box Automate and launch of Box Agent; enhancements to Box Extract and MCP support. Deepened partnerships and compatibility with leading models and agent platforms (GPT‑4.5/5, Claude Opus 3.0, Gemini 1.5 Flash, OpenAI Agents SDK, NVIDIA NemoClaw, ServiceNow AI Agent Fabric) — positioning Box as a content layer for agentic workflows.

Notable Customer & Partner Wins

Enterprise Advanced upgrades and new logos across industries: a lending/financial services upgrade to EA, a European manufacturing new logo, an EMEA automotive conglomerate expansion via partner VersaFile, and a multi‑thousand seat EA deployment with a North American consumer finance customer via Slalom.

Improved Guidance and Share Count Reduction

Raised FY27 revenue guide by $5 million (≈$1.28B) and increased FY EPS to ~$1.56 (or $1.64 CC). Weighted average diluted shares expected ~139 million (reduction of ~2 million vs prior expectation) reflecting active buybacks.

Box (BOX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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BOX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 01, 2026	2027 (Q2)	0.40 / -	0.33	―	―	―
May 26, 2026	2027 (Q1)	0.36 / 0.37	0.3	23.33% (+0.07)
Mar 03, 2026	2026 (Q4)	0.34 / 0.49	0.42	16.67% (+0.07)
Dec 02, 2025	2026 (Q3)	0.32 / 0.31	0.45	-31.11% (-0.14)
Aug 26, 2025	2026 (Q2)	0.31 / 0.33	0.44	-25.00% (-0.11)
May 27, 2025	2026 (Q1)	0.26 / 0.30	0.39	-23.08% (-0.09)
Mar 04, 2025	2025 (Q4)	0.41 / 0.42	0.42	0.00% (0.00)
Dec 03, 2024	2025 (Q3)	0.42 / 0.45	0.36	25.00% (+0.09)
Aug 27, 2024	2025 (Q2)	0.40 / 0.44	0.36	22.22% (+0.08)
May 28, 2024	2025 (Q1)	0.38 / 0.39	0.32	21.88% (+0.07)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

BOX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 26, 2026	$25.62	$24.67	-3.71%
Mar 03, 2026	$23.92	$26.35	+10.16%
Dec 02, 2025	$30.17	$32.18	+6.66%
Aug 26, 2025	$31.16	$32.46	+4.17%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.