Box, Inc. (BOX) Q2 2027 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon and welcome to Box's second quarter fiscal 2027 earnings conference call. I'm Cynthia Hiponia, Vice President, Investor Relations. On the call today, we have Aaron Levie, Box co-founder and CEO, and Dylan Smith, Box co-founder and CFO. Following our prepared remarks, we will take your questions. Today's call is being webcast and will also be available for replay on our IR website. Supplemental slides are now available on the website. On this call, we will be making forward-looking statements, including our third quarter and full fiscal year 2027 financial guidance and our expectations regarding our financial performance for fiscal 2027 and future periods, including gross margins, operating margins, operating leverage, future profitability, net retention rates, remaining performance obligations, revenue and billings, and the impact of foreign currency exchange rates, and our expectations regarding the size of our market opportunity, including the growing opportunity driven by the increasing role of unstructured data and AI agents in the enterprise, our planned investments, future product offerings, go-to-market initiatives and growth strategies, the timing and market adoption of and benefits from our new products, solutions, and pricing models, our ability to address enterprise challenges, including enabling organizations to automate critical workflows and deliver value for our customers. The benefits from our deep greening partnerships with leading AI labs, hyperscalers, and systems integrators, and our capital allocation strategies, including potential repurchase of our common stock and future share count reductions. These statements reflect our best judgment based on factors currently known to us and actual events or results may differ materially. Pl...