Replay available

Box, Inc. (BOX) Q2 2027 Earnings Call

Box, Inc. (NYSE: BOX) Q2 2027 earnings conference call, held 2026-08-25. Replay captured from the company's public earnings webcast.

Tue, August 25, 2026 at 5:00 PMendedReplay
Box, Inc. (BOX) Q2 2027 Earnings Call

Hosted by

Featured presenters

Aaron Levie

Co-founder and CEO

Cynthia Hiponia

Vice President, Investor Relations

Dylan Smith

Co-founder and CFO

Lucky Schreiner

Analyst, DA Davidson

George Kurosawa

Analyst, Citi

Draco Gideon

Analyst, Bank of America

Chris Quintero

Analyst, Morgan Stanley

Brian Peterson

Analyst, Raymond James Company

Investor webinar replay

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:05.473 Good afternoon and welcome to Box's second quarter fiscal 2027 earnings conference call. 00:00:05.473 -- 00:00:08.654 I'm Cynthia Hiponia, Vice President, Investor Relations. 00:00:08.654 -- 00:00:13.256 On the call today, we have Aaron Levie, Box co-founder and CEO, and Dylan Smith, Box 00:00:13.256 -- 00:00:17.997 co-founder and CFO. Following our prepared remarks, we will take your questions. 00:00:17.997 -- 00:00:23.239 Today's call is being webcast and will also be available for replay on our IR website. 00:00:23.239 -- 00:00:26.813 Supplemental slides are now available on the website. 00:00:26.813 -- 00:00:31.556 On this call, we will be making forward-looking statements, including our third quarter 00:00:31.556 -- 00:00:36.619 and full fiscal year 2027 financial guidance and our expectations regarding our 00:00:36.619 -- 00:00:42.062 financial performance for fiscal 2027 and future periods, including gross margins, 00:00:42.062 -- 00:00:47.084 operating margins, operating leverage, future profitability, net retention rates, 00:00:47.084 -- 00:00:51.627 remaining performance obligations, revenue and billings, and the impact of foreign currency 00:00:51.627 -- 00:00:56.867 exchange rates, and our expectations regarding the size of our market 00:00:56.867 -- 00:01:01.549 opportunity, including the growing opportunity driven by the increasing role of unstructured 00:01:01.549 -- 00:01:07.291 data and AI agents in the enterprise, our planned investments, future product offerings, 00:01:07.291 -- 00:01:12.533 go-to-market initiatives and growth strategies, the timing and market adoption of 00:01:12.533 -- 00:01:17.194 and benefits from our new products, solutions, and pricing models, 00:01:17.194 -- 00:01:22.296 our ability to add...