Box, Inc. Class A (BOX)

Box, Inc. (BOX) stock has experienced movements around its earnings announcements in the past six months. On August 26, 2025, Box reported earnings for the fiscal quarter ending July 31, 2025, beating estimates, with shares gaining +4.2% the day after. Since that earnings release, the stock has drifted +2.1% higher. The Q2 fiscal year 2025 earnings call highlighted strong customer demand for Box AI and Enterprise Advanced, exceeding guidance. Box reported a 3% increase in revenue year-over-year, reaching $270 million, and improvements in gross and operating margins. The company raised its guidance for the full year and anticipates net retention rate improvements. The stock price as of October 17, 2025, was $32.63 per share, an increase of 2.42% from October 21, 2024. The 52-week high was $38.80 on June 4, 2025, and the 52-week low was $28.00 on April 9, 2025.

Box, Inc. experiences seasonal variations in its billings results and sales of its services, which have historically been highest in the fourth quarter of its fiscal year. This seasonality can be influenced by factors such as the timing and success of new services and product introductions, changes in usage or adoption rates of content management services, and the success of strategic partnerships.

Box, Inc. is an American public company specializing in cloud-based content management, collaboration, and file-sharing tools for businesses, founded in 2005. Initially consumer-focused, it shifted to business users around 2009-2010, operating within the SaaS industry. Box provides a secure platform for enterprises to manage content, enabling collaboration and digital transformation. Its software allows users to securely store, share, manage, and collaborate on files from any device. The company offers secure file storage, sharing, and collaboration tools with enterprise-grade security. It provides content management and workflow automation tools for version control and task management. The platform integrates with over 1,500 business applications. Security and compliance features include Box Shield and Box Governance. Box Sign offers native electronic signature capabilities. Box AI leverages AI for productivity and insights. Box Zones is for data residency, and Box Shuttle is for content migration.

Box, Inc. is headquartered in Redwood City, California, and operates globally with offices and data centers across North America, Europe, and Asia-Pacific. This global presence supports international customers with localized support and ensures data residency compliance. Key functions supported globally include sales, marketing, customer support, R&D, and professional services. Specific international office locations include London, Berlin, Tokyo, Sydney, New York, Austin, Chicago, and Toronto.

Box has a reputation as a leader in cloud content management, known for its security, integration capabilities, and user-friendly interface. The company is trusted by global organizations and recognized by analysts for its execution and vision. Box's reputation has been positively impacted by its focus on AI, positioning itself as a leader in Intelligent Content Management. The introduction of Box AI and AI Agents is driving customer upgrades. Strategic partnerships have been formed with TCS and Netpoleon. An expanded partnership with AWS was announced in Q3. The introduction of "Enterprise Advanced" and the acquisition of AI-powered Intelligent Document Processing technology from Alphamoon are solidifying its enterprise focus. Aaron Levie has enhanced the company's thought leadership in the space.

Box, Inc. has strong institutional ownership, with institutional investors holding a significant majority of its shares. As of December 2024, institutional investors held 107.58% of Box's shares, and as of October 28, 2025, they hold approximately 75.45%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and Earnest Partners LLC. Aaron Levie, co-founder, Chairman, and CEO, is the largest individual shareholder, owning 2.03% of the company. Activist investors, such as Starboard Value, have also played a role.