会议主要讨论的核心内容 - 公司进入了一个新的AI转型时期,Box AI和即将推出的更高级功能需求持续增长 [1][2][3] - Box正在推出多项创新,包括AI驱动的BoxHubs、集成Cruise的无代码应用构建和元数据功能、扩展BoxShield安全功能等 [4][5][6] - 公司正在加强开放平台战略,与Salesforce、Slack、Microsoft等合作伙伴深度集成 [5][6] - Box AI平台作为关键抽象层,可以将领先的AI模型安全地连接到Box内容 [6] - 公司持续推动Enterprise Plus套件销售,在大客户交易中占比超过90% [7] - 公司在关键行业如制药、医疗设备、广播等取得了重要客户突破 [7] - 公司正在扩大需求生成力度,包括全球AI Connect活动、新产品发布等 [7] 问答环节重要的提问和回答 问题1 **Brian Peterson 提问** - 公司是否看到某些垂直行业对AI需求更强烈 [12] - 客户对AI预算的看法如何 [12] **Aaron Levy 回答** - 目前公司看到各个垂直行业对AI需求都很强烈,但金融服务、生命科学、联邦政府等内容密集型行业相对更有潜力 [13] - 目前AI主要来自IT预算,未来随着AI带来的工作流自动化和业务流程转型,可能会有更多来自业务部门的预算 [13] 问题2 **分析师提问** - 公司是否看到需求环境或交易周期有任何变化 [13] **Aaron Levy 回答** - 公司没有看到需求环境或交易周期有任何重大变化 [13] 问题3 **分析师提问** - 公司是否有任何其他需要补充的信息 [无] **管理层回应** - 没有其他需要补充的信息 [无]

Box, Inc. (NYSE:BOX) Q1 2025 Earnings Conference Call May 28, 2024 5:00 PM ET Company Participants Cynthia Hiponia - Vice President, Investor Relations Aaron Levie - Co-Founder and Chief Executive Officer Dylan Smith - Co-Founder and Chief Financial Officer Conference Call Participants Brian Peterson - Raymond James & Associates Pinjalim Bora - JP Morgan Securities George Kurosawa - Steve Enders Josh Baer - Morgan Stanley George Iwanyc - Oppenheimer Rishi Jaluria - RBC Capital Markets Operator Hello, thank ...

Box (BOX) came out with quarterly earnings of $0.39 per share, beating the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.32 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 8.33%. A quarter ago, it was expected that this online storage provider would post earnings of $0.38 per share when it actually produced earnings of $0.42, delivering a surprise of 10.53%.Over the last four quarters, the compan ...

财务业绩 - 第一季度收入为2.647亿美元，同比增长5%，按固定汇率计算增长8%，超出指引[1] - 第一季度GAAP经营利润率为6.8%，非GAAP经营利润率为26.6%，均超出指引[2] - 第一季度GAAP每股收益为0.08美元，非GAAP每股收益为0.39美元，均超出指引[3] - 第一季度经营活动现金流为1.312亿美元，同比增长5%[5] - 第一季度非GAAP自由现金流为1.232亿美元，同比增长14%[6] - Box公司第一季度总收入为1.76亿美元，同比增长12%[35] - Box公司第一季度非GAAP毛利率为74.5%，同比增加1.5个百分点[39] - Box公司第一季度非GAAP经营利润为3800万美元，同比增长20%[40] - Box公司第一季度非GAAP净利润为2800万美元，同比增长25%[41] - Box公司第一季度经营活动产生的现金流为4800万美元，同比增长15%[45] - Box公司第一季度自由现金流为3600万美元，同比增长18%[45] - Box公司第一季度剩余履约义务(RPO)为6.8亿美元，同比增长14%[44] - Box公司第一季度净留存率为110%，同比提高2个百分点[42] - Box公司预计全年收入将达到7.5亿美元，同比增长14%[35] - Box公司预计全年非GAAP经营利润率将达到20%[40] - 公司2024年第一季度收入为2.65亿美元，同比增长5.1%[49] - 公司2024年第一季度毛利率为78.0%，非GAAP毛利率为80.2%[51] - 公司2024年第一季度营业利润为1.8亿美元，非GAAP营业利润为7.04亿美元[51] - 公司2024年第一季度经调整后每股收益为0.39美元，同比增长21.9%[51] - 公司2024年第一季度经营活动产生的现金流为1.31亿美元，非GAAP自由现金流为1.23亿美元[51] - 公司2024年第二季度和2025财年全年的非GAAP每股收益预计分别为0.40-0.41美元和1.54-1.58美元[53] - 公司2024年第二季度和2025财年全年的非GAAP营业利润率预计分别为27.0%[54] - 公司2024年第一季度合同资产和合同负债分别为3.35亿美元和5.14亿美元[52] 产品和合作 - 宣布推出Box Hubs和Box AI for Hubs公测版，帮助企业更好利用内容和AI[10][11] - 与NVIDIA NIM合作，为企业提供可靠灵活的生产AI平台[12] - 发布Box for Oracle NetSuite v3，可在NetSuite中直接发送签名请求[13] 其他 - 被评为2024年美国100家最佳工作公司之一[15] - 公司2024年第一季度研发、销售和营销、管理费用分别为6,267万美元、9,267万美元和3,305万美元[49] - 公司2024年第一季度股份支付费用为5,116万美元[49]

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, s ...

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 advantages ...

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 developmen ...

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 attorn ...

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 p ...

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 ...