Box Inc (NYSE:BOX), the leading Intelligent Content Management (ICM) platform, stock fell 4.42% (As on March 5, 11:34:55 AM UTC-4, Source: Google Finance) after the company posted better than expected results for the fourth quarter of FY25. Remaining performance obligations (“RPO”) of $1.466 billion, up 12%, or 14% on a constant currency basis. Billings of $398.6 million, up 5%, or 7% on a constant currency basis. Billings were impacted by a 150 basis point headwind from unfavorable foreign exchange rates, compared to the prior expectation of an 80 basis point headwind. The company delivered record non-GAAP gross profit of $226.4 million, or 81.0% of revenue, up from $206.1 million, or 78.4% of revenue. Non-GAAP operating income of $76.4 million, or 27.3% of revenue, up from $70.1 million, or 26.7% of revenue. The company generated Net cash provided by operating activities of $102.2 million, up 14% and Non-GAAP free cash flow of $91.3 million, up 12%.
Moreover, the company has announced a strategic partnership with Adobe, making Adobe Express the default image editor in Box and empowering every Box user to easily create more engaging content with AI, without leaving Box’s secure platform. In addition, the company has released the new Enterprise Advanced Suites plan and delivered access to Box Apps, Box AI Studio, and Box Doc Gen via API, combining the full power of Box’s ICM platform into a single offering. The new plan has already received significant interest and traction in the market. The company has expanded AI availability to customers on Business, Business Plus, and Enterprise plans and evolved the pricing framework with the introduction of Box AI Units, making it easier to manage and scale AI usage.
BOX in the fourth quarter of FY25 has reported the adjusted earnings per share of 42 cents, beating the analysts’ estimates for the adjusted earnings per share of 41 cents. The company had reported the adjusted revenue growth of 6 percent to $279.5 million in the fourth quarter of FY25, beating the analysts’ estimates for revenue of $279.47 million.
Box Inc expects Q1 2026 EPS to be in the range of $0.25-$0.26 versus the analyst consensus of $0.43. Box Inc sees Q1 2026 revenue to be in the range of $274.00M-$275.00M versus the analyst consensus of $278.90M.
Box Inc sees FY 2026 EPS to be in the range of $1.13-$1.17 versus the analyst consensus of $1.87. Box Inc sees FY 2026 revenue of $1.16B-$1.16B versus the analyst consensus of $1.16B.