Stock splits have become increasingly popular over the last few years, and the retail sector is beginning to take note. The stock market is roaring so far in 2024. Both the Nasdaq Composite and S&P 500 have gained approximately 11% thanks to tailwinds in the technology, energy, and pharmaceutical industries. While steady growth and strong business fundamentals are often correlated with a rising stock price, there are other things that can happen to influence buying and selling activity. More often than not, ...

Active ETF flexibility offers investors some major advantages. That said, active funds often stick to certain style boxes. Investment style boxes, like value to growth, large or small caps, can offer simple heuristics to understand a strategy. At the same time, those style boxes come with strong arguments for or against, as with value. See more: Is Adding Interest Rate Risk Worth It? Those boxes, however, can constrain an active ETF’s inherent flexibility. Limiting one of active strategies’ strong advantage ...

your_photo Summary Following my coverage of Box, Inc. (NYSE:BOX) in October 2023, for which I recommended a hold rating as the upside potential was not attractive, this post is to provide an update on my thoughts on the business and stock. Performance wise, the stock was pretty much flattish since my update, but has surged since the 4Q24 results. Post the 4Q24 performance, I have turned bullish on the stock as leading growth operating metrics point to a turn around in growth pace, and two key developments i ...

Box (BOX) is benefiting from solid customer momentum on the back of its portfolio strength, which has been the key growth driver for the company. BOX shares have gained 13.7% on a year-to-date basis. The latest selection of Box by the Administrative Office of the U.S. Courts (“AOUSC”) to power secure cloud content management and collaboration for the Defender Services Office (“DSO”) testifies to the aforesaid fact. DSO, which supports Federal Public Defender Organizations and Criminal Justice Act panel atto ...

REDWOOD CITY, Calif.--(BUSINESS WIRE)--Box, Inc. (NYSE: BOX), the leading Content Cloud, today announced that the Administrative Office of the U.S. Courts (AOUSC) has selected Box to power secure cloud content management and collaboration for the Defender Services Office (DSO). With Box, DSO is able to securely share content internally as well as externally with investigators, Federal Public Defenders, and U.S. District Courts. DSO supports Federal Public Defender Organizations and Criminal Justice Act pane ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-36805 Box, Inc. (Exact name of registrant as specified in its Charter) Delaware 20-2714444 (State or other jurisdiction of (I.R.S. Emp ...

财务表现 - Box, Inc. (BOX)报告了2024财年第四季度的非通用会计净收益为42美分，超出了Zacks Consensus Estimate 10.5%[1] - 总收入为2.6288亿美元，略低于2.6292亿美元的共识预期[2] - Box的净留存率在财年第四季度末为101%，由于宏观经济挑战而下降[7] 业务发展 - Content Cloud平台的强劲势头和Enterprise Plus Suites的日益增长的采用推动了收入增长[3] - Box AI的增长势头积极[4] 财务状况 - 截至2024年1月31日，剩余的履约义务为13.05亿美元，同比增长5%[8] - Box的运营费用为1.7899亿美元，同比增长1.8%[10] - Box在财年第四季度从运营活动中获得了8,930万美元的现金，较上一财季的7,180万美元增加[15]

财务数据和关键指标变化 - 公司在2024财年实现了10亿美元的年度收入,同比增长5%,其中以恒定汇率计算增长7% [47] - 2024财年的经营利润率为24.7%,同比提升160个基点 [12][47] - 2024财年的非GAAP每股收益为1.46美元,同比增长22% [47] - 2024财年自由现金流为2.69亿美元,同比增长13% [47][48] 各条业务线数据和关键指标变化 - 公司的套餐产品在大额交易中的占比从上年同期的72%提升至81% [36][51] - 套餐客户占公司总收入的55%,较上年同期的46%和上一季度的51%有大幅提升 [52] 各个市场数据和关键指标变化 - 公司约三分之一的收入来自美国境外,其中约60%来自日本市场 [68] - 日本业务在过去一年中实现了中高teens的收入增长,尽管受到汇率不利影响 [123] - 欧洲市场保持稳定,但公司认为其业绩水平尚未达到其应有的机会 [123] 公司战略和发展方向及行业竞争 - 公司将重点投资于金融服务、生命科学、医疗保健和公共部门等垂直行业,这些行业拥有大量非结构化数据需要管理和安全保护 [110][111] - 公司的平台中立型AI策略将使其能够集成各大AI供应商的最新模型,为客户提供最佳的用户体验 [116][117] - 公司将通过与微软Azure OpenAI的合作,为客户带来企业级的安全性、隐私性和合规性 [27] 管理层对经营环境和未来前景的评论 - 尽管IT预算环境仍然充满挑战,但公司看到一些稳定的迹象,并在第四季度实现了强劲的执行 [97][98] - 公司预计2025财年的IT支出环境将保持类似的挑战性,没有假设宏观经济会有任何改善 [97][98] - 公司有信心能够利用内容管理和工作流自动化的大趋势,通过创新产品和战略性的销售投资来推动未来的收入增长 [15][41][80] 问答环节重要的提问和回答 问题1 **Joshua Baer 提问** 公司对Crooze的收购对公司的影响和战略意义是什么 [83][84] **Aaron Levie 回答** Crooze的技术将被集成到Box平台中,让客户能够在Box上以低代码的方式构建定制的内容管理和工作流应用,这将拓展Box的使用场景,并有助于取代客户的传统ECM系统 [84][85][86] 问题2 **Pinjalim Bora 提问** Box AI的采用情况如何,对公司的套餐销售有何影响 [89][104] **Aaron Levie 回答** 不少客户选择升级到Enterprise Plus计划以获得Box AI功能,这是推动套餐销售的一个重要因素。未来随着Box AI功能的不断丰富,公司还将推出更高端的定价方案 [104][105][106][107] 问题3 **Rishi Jaluria 提问** 公司在2025财年指引中有否考虑Box AI带来的潜在收入贡献 [127] **Aaron Levie 回答** 公司在指引中保持了相对谨慎,没有过多地考虑Box AI带来的直接或间接收入贡献,但认为这将是中期的一个潜在的上行因素 [128]

Box公司财报 - Box公司报告了第四季度净收入为9920万美元，每股57美分，调整后的每股收益为42美分[4] - 收入同比增长2%，达到2.629亿美元，财年收入首次突破10亿美元[5] - 分析师预计每股净收入为38美分，收入为2.633亿美元[6] Box公司业务发展 - Box首席执行官Aaron Levie表示，金融服务客户正在升级到Box AI，公司还宣布与微软公司的Azure OpenAI进行了整合[2] - Levie表示，人工智能、数据和内容正在推动自动化工作流程，如发票处理和合同细节[3] Box公司股价 - Box公司股价在发布首个10亿美元财年和宣布1亿美元股票回购计划后，盘后上涨约2%[1] - 公司高管表示，预计当前第一季度销售额为2.61亿至2.63亿美元，分析师预计为2.62亿美元[7]

For the quarter ended January 2024, Box (BOX) reported revenue of $262.88 million, up 2.5% over the same period last year. EPS came in at $0.42, compared to $0.37 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $262.92 million, representing a surprise of -0.02%. The company delivered an EPS surprise of +10.53%, with the consensus EPS estimate being $0.38. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they ...