Box (BOX) Q1 2026 Earnings Call Transcript
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(NYSE:BOX) reported double-digit year-over-year billings and RPO growth in Q1 FY2026, supported by accelerated adoption of AI-driven solutions and momentum for the Enterprise Advanced suite. Customer expansion was propelled primarily by increased pricing rather than seat growth, with management confirming this strategy’s outsized impact on near-term results. The company raised its FY26 revenue outlook by $10 million and highlighted newly secured FedRAMP High authorization as a catalyst for future public sector wins. Management emphasized its intention to maintain adjusted operating margins while absorbing higher AI functionality by leveraging falling AI inference costs and disciplined cost controls. Forward guidance reflects caution regarding macroeconomic uncertainties, with a point lower billings growth forecast on a constant currency basis for FY2026 and explicit adjustments for early renewals, FX, and deferred tax expenses.
Source Fool.com
Box Inc. A Aktie
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