Replay available

Box, Inc. (BOX) Q4 2026 Earnings Call

Box, Inc. (NYSE: BOX) Q4 2026 earnings conference call, held 2026-03-03. Replay captured from the company's public earnings webcast.

Tue, March 3, 2026 at 5:00 PMendedReplay
Box, Inc. (BOX) Q4 2026 Earnings Call

Hosted by

Featured presenters

Cynthia Hiponia

Vice President, Investor Relations

Aaron Levy

Box co-founder and CEO

Dylan Smith

Box co-founder and CFO

Steve Enders

Analyst, Citi

Rishi Jaluria

Analyst, RBC

Brian Peterson

Analyst, Raymond James

Lockie Shriner

Analyst, DA Davidson

Matt Bullock

Analyst, Bank of America

Investor webinar replay

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:05.800 Good afternoon and welcome to Box's fourth quarter and fiscal year 2026 earnings call. 00:00:05.800 -- 00:00:09.165 I'm Cynthia Hiponia, Vice President, Investor Relations. 00:00:09.165 -- 00:00:14.413 On the call today, we have Aaron Levy, Box co-founder and CEO, Dylan Smith, Box co-founder 00:00:14.413 -- 00:00:18.820 and CFO. Following our prepared remarks, we will take your questions. 00:00:18.820 -- 00:00:24.128 Today's call is being webcast and will also be available for replay on our Investor Relations 00:00:24.128 -- 00:00:28.685 website. Supplemental slides are now available on our website. 00:00:28.685 -- 00:00:32.768 On this call, we will be making forward-looking statements, including our first quarter 00:00:32.768 -- 00:00:38.313 and full fiscal year 2027 financial guidance and our expectations 00:00:38.313 -- 00:00:43.277 regarding our financial performance for fiscal 27 and future periods, including gross 00:00:43.277 -- 00:00:48.622 margins, operating margins, operating leverage, future profitability, net retention 00:00:48.622 -- 00:00:54.327 rates, remaining performance obligations, revenue and billings, net tax benefits, 00:00:54.327 -- 00:00:59.447 and the impact of foreign currency exchange rates, and our expectations 00:00:59.447 -- 00:01:03.832 regarding the size of our market opportunity, our planned investments, future product 00:01:03.832 -- 00:01:08.497 offerings, and growth strategies, the timing and market adoption of and benefits from 00:01:08.497 -- 00:01:11.681 our new products, pricing models, and partnerships, 00:01:11.681 -- 00:01:16.607 our ability to address enterprise challenges, enhance our product capabilities, and deliver 00:01:16.607 -- 00:01:21.532 cost savings for our customers, the impac...