Replay available

Box, Inc. (BOX) Q1 2027 Earnings Call

Box, Inc. (NYSE: BOX) Q1 2027 earnings conference call, held 2026-05-26. Replay captured from the company's public earnings webcast.

Tue, May 26, 2026 at 5:00 PMendedReplay
Box, Inc. (BOX) Q1 2027 Earnings Call

Hosted by

Featured presenters

Cynthia Hiponia

Vice President, Investor Relations

Aaron Levy

Co-founder and CEO

Dylan Smith

Co-founder and CFO

Steve Enders

Analyst, Citi

Matt Bullock

Analyst, Bank of America

Taylor McGinnis

Analyst, UBS

Lucky Schreiner

Analyst, DA Davidson

Josh Baer

Analyst, Morgan Stanley

Investor webinar replay

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:05.336 Good afternoon and welcome to Box's first quarter fiscal 2027 earnings conference call. 00:00:05.336 -- 00:00:08.459 I'm Cynthia Hiponia, Vice President, Investor Relations. 00:00:08.459 -- 00:00:13.244 On the call today, we have Aaron Levy, Box co-founder and CEO, and Dylan Smith, Box co-founder 00:00:13.244 -- 00:00:17.368 and CFO. Following our prepared remarks, we will take your questions. 00:00:17.368 -- 00:00:21.572 Today's call is being webcast and will be available for replay on our Investor Relations 00:00:21.572 -- 00:00:26.157 website. Supplemental slides are now available on the website. 00:00:26.157 -- 00:00:30.766 On this call, we will be making forward-looking statements, including our second quarter 00:00:30.766 -- 00:00:35.991 and full fiscal year 2027 financial guidance, and our expectations regarding our financial 00:00:35.991 -- 00:00:41.676 performance for fiscal 2027 and future periods, including gross margins, 00:00:41.676 -- 00:00:47.301 operating margins, operating leverage, future profitability, net retention rates, 00:00:47.301 -- 00:00:52.385 remaining performance obligations, revenue and billings, and the impact of foreign currency 00:00:52.385 -- 00:00:57.929 exchange rates, and our expectations regarding the size of our market opportunity 00:00:57.929 -- 00:01:02.076 including the growing opportunity driven by the increasing role of unstructured data 00:01:02.076 -- 00:01:06.924 and AI agents in the enterprise, our planned investments, future product offerings and 00:01:06.924 -- 00:01:12.072 growth strategies, the timing and market adoption of and benefits from our 00:01:12.072 -- 00:01:17.521 new products, solutions and pricing models, our ability to address enterprise challenges, 00:01:17.521 -- 00...