Box, Inc. Class A (BOX)

Over the past six months, Box's stock price has seen some fluctuations and notable events. Box's stock declined by 14% in the six months leading up to December 18, 2025. Box reported a robust start to fiscal year 2026, with Q1 revenue of $276 million and strong customer demand for Box AI and Enterprise Advanced plans. MarketBeat reported that investors were "dead wrong about Box" and highlighted an "AI-Driven Comeback". Box reported its Third Quarter Fiscal 2026 financial results. Box and Amazon Web Services (AWS) launched a multi-year AI collaboration to transform enterprise content management. Box held a virtual investor product briefing. Box launched Box Shield Pro, a new suite of AI-powered security capabilities. Box announced new AI agents, including Box Extract and Box Automate, to drive intelligent workflows and simplify data extraction. Box reported a 3% increase in revenue year-over-year, reaching $270 million, and significant improvements in gross and operating margins. DA Davidson maintained a "Buy" recommendation for Box.

Box, Inc. experiences seasonal variations in its billings results and sales of services, which have historically been highest in the fourth quarter of its fiscal year. Despite this general seasonality, Box has demonstrated resilience. The company's focus on operational discipline and continued investments in growth suggests efforts to smooth out demand fluctuations and build a more consistent revenue stream.

Box, Inc., headquartered in Redwood City, California, is a leading cloud content management platform provider founded in 2005. It operates within the SaaS industry, focusing on content collaboration and workflow automation, with a mission to provide a secure and intuitive platform for enterprises to manage content and drive digital transformation. The company serves over 97,000 businesses globally, including 68% of the Fortune 500. Box offers products such as Box Platform, Box Shield, Box Governance, Box Sign, Box Relay, Box Notes, Box AI, Box Zones, Box KeySafe, Box Shuttle, Box Extract, Box Automate, Box Canvas and Box Doc Gen. Box's platform integrates with over 1,500 business applications and serves diverse industries.

Box, Inc. is headquartered in Redwood City, California, and has a global presence with 13 office locations across the United States, Europe, and Asia. U.S. office locations include Redwood City, Austin, Chicago, New York, and San Francisco. Global office locations include Amsterdam, London, Gumma, Munich, Paris, Stockholm, Toronto, and Warsaw. Box also offers regional data storage through Box Zones in countries such as the United States, Australia, Canada, Germany, Ireland, Japan, and Singapore.

Box has a strong brand reputation, particularly known for its reliability and security in the cloud content management industry. Events that have affected Box, Inc.'s reputation in the past year largely revolve around its strategic pivot and significant investments in Artificial Intelligence (AI). Box has been actively transforming its platform and go-to-market strategy around Intelligent Content Management, leveraging AI to enhance its core offerings. The multi-year AI collaboration with Amazon Web Services (AWS) announced in November 2025 further solidifies Box's position in the AI-driven content management market. Strong customer demand for Box AI and Enterprise Advanced plans underscores the perceived value and effectiveness of Box's solutions. Box continues to emphasize its robust security features and its adherence to compliance standards. The acquisition of AI-powered Intelligent Document Processing (IDP) technology and the team from Alphamoon, as well as the integration of Crooze, further strengthens Box's capabilities and market position.

Box, Inc.'s ownership is heavily concentrated among institutional investors. Major institutional owners include BlackRock, Inc. (holding approximately 17.36% of shares) and Vanguard Group Inc (holding approximately 12.42% of shares). Aaron Levie, Co-founder and CEO, is the largest individual shareholder, owning approximately 2.04% of the company as of 2025. Dylan Smith, Co-founder and CFO, held 2,189,273 shares, accounting for 1.5% of the company as of May 20, 2024.