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Box (DE:3BX)
FRANKFURT:3BX
Earnings Data
Report Date
Aug 20, 2025TBA Not Confirmed
Period Ending
2026 (Q2)Consensus EPS Forecast
0.28Last Year’s EPS
0.39Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 27, 2025
|% Change Since: 22.89%
|Next Earnings Date:Aug 20, 2025
Earnings Call Sentiment|Positive
The earnings call reflected a strong start to the fiscal year with robust revenue, RPO, and billings growth, driven by the adoption of Box AI and Enterprise Advanced. The company demonstrated strong financial performance, with EPS exceeding guidance. However, the macroeconomic uncertainty and the impact of early renewals suggest a cautious outlook for future quarters.Company Guidance
During the Box, Inc. First Quarter Fiscal 2026 Earnings Conference Call, several key metrics and guidance highlights were provided. Box reported a 4% year-over-year increase in revenue, reaching $276 million, with a 5% growth in constant currency. The company achieved a gross margin of 80.5% and an operating margin of 25.3%. Box also highlighted a 21% year-over-year growth in remaining performance obligations (RPO) and a 27% increase in billings, driven by strong bookings and early renewals. The net retention rate improved to 102%, with a full churn rate of 3%. For the second quarter, Box expects revenue between $290 million and $291 million, representing approximately 8% year-over-year growth at the high end. For the full fiscal year, Box raised its revenue guidance to between $1.165 billion and $1.17 billion, reflecting a $10 million increase from previous guidance and incorporating a 120 basis point foreign exchange tailwind. The company aims for a full-year billings growth of about 9%. Additionally, Box anticipates maintaining a gross margin of approximately 81% and expects a non-GAAP operating margin of about 28% for the fiscal year.Revenue and Billings Growth
Q1 revenue grew 4% year-over-year, or 5% in constant currency, with billings up 27% year-over-year. Strong outperformance on billings with a tailwind from early renewals.
Strong RPO and Customer Base Expansion
Remaining performance obligations (RPO) grew 21% year-over-year, and the company now has approximately 1,940 total customers paying at least $100,000 annually, up 8% year-over-year.
Enterprise Advanced Adoption and AI Integration
Strong momentum in customer adoption of Enterprise Advanced, with customers leveraging Box AI for metadata extraction and streamlining operations. Announcements of AI Agent updates and partnerships with major technology providers like Microsoft, Google, and IBM.
Operating Margin and EPS Performance
Q1 operating margins of 25.3% and EPS of $0.30, $0.04 above guidance. Gross margin was 80.5%, up 30 basis points year-over-year.
FedRAMP High Authorization
Received FedRAMP High Authorization, allowing U.S. government agencies to leverage Box's platform for handling highly sensitive data.
DE:3BX Earnings History
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
DE:3BX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 27, 2025 | €27.52 | €30.90 | +12.28% |
Mar 04, 2025 | €31.02 | €29.79 | -3.97% |
Dec 03, 2024 | €33.59 | €31.94 | -4.91% |
Aug 27, 2024 | €25.42 | €26.50 | +4.25% |
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.
FAQ
When does Box (DE:3BX) report earnings?
Box (DE:3BX) is schdueled to report earning on Aug 20, 2025, TBA Not Confirmed.
What is Box (DE:3BX) earnings time?
Box (DE:3BX) earnings time is at Aug 20, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Box stock?
The P/E ratio of Box is N/A.
What is DE:3BX EPS forecast?
DE:3BX EPS forecast for the fiscal quarter 2026 (Q2) is 0.28.
