• Reported GAAP EPS of $0.48 down -17.24% YoY • Reported revenue of $305.88M up 16.36% YoY • Box expects full year FY27 revenue to be approximately $1.28B, up 8% year-over-year, or 9% on a constant currency basis, including an expected 60 basis points FX headwind.
Bullish
Box achieved record revenue and RPO in FY26, driven by its Intelligent Content Management platform and strategic AI-powered product innovations and partnerships.
Bearish
Box experienced a significant GAAP diluted EPS decline year-over-year and a notable decrease in cash and cash equivalents, alongside expected FX headwinds impacting FY27 revenue guidance.