Box posts Q2 earnings beat with 9% revenue growth, higher RPO, and solid margin gains while guiding for steady FY26 expansion.
Box, Inc. (NYSE:BOX ) Q2 2026 Earnings Conference Call August 26, 2025 5:00 PM ET Company Participants Aaron Levie - Co-Founder, CEO & Director Cynthia Hiponia - Vice President of Investor Relations Dylan Smith - Co-Founder & CFO Conference Call Participants Brian Christopher Peterson - Raymond James & Associates, Inc., Research Division Christopher Quintero - Morgan Stanley, Research Division Lucky Schreiner - D.A. Davidson & Co., Research Division Steven Lester Enders - Citigroup Inc., Research Division Taylor Anne McGinnis - UBS Investment Bank, Research Division Operator Thank you for standing by.
Investors eye XRT and RTH as Walmart, Home Depot, Lowe's and Target prepare to report earnings this week.
Digital textile printing solutions provider Kornit Digital Ltd. reported mediocre second quarter 2025 results and guided Q3 well below consensus expectations. The company is facing a number of near-term headwinds which will impact growth in the second half of the year and potentially beyond. Consumables inventory reduction efforts at key customers and slower-than-expected adoption of the company's new AIC lease offering are particularly concerning.
AMC Entertainment, the largest U.S. and global theater chain, saw its finances improve in the June quarter and its stock pop Monday as CEO Adam Aron cited a recovering box office industry-wide and stronger numbers across AMC and Odeon in Europe. Revenues rose 35% to $1.4 billion Net loss narrowed to $4.7 million from $32.
John Wick spinoff Ballerina may have been a box office misfire in June, but its release stirred enough interest in the franchise to boost Lionsgate's library revenue close to $1 billion over the trailing 12-month period.
China's search giant Baidu tracking Alphabet's and Microsoft's footsteps with the launch of its own AI video generator called MuseSteamer. CNBC's Squawk Box Asia anchors Chery Kang and Martin Soong tested the app on the show.
Box (BOX) reported earnings 30 days ago. What's next for the stock?
Warehouse REIT PLC (AIM:WHR) has decided to merge with London-listed peer Tritax Big Box REIT PLC (LSE:BBOX) rather than be taken private by US private equity giant Blackstone. Today the two REITs said Warehouse had agreed to be taken over by Tritax in a cash and shares deal, where Warehouse shareholders will receive 0.4236 new BBOX shares plus 47.2p in cash for each share held.
Chapters: 00:00:00 - What Chinese state media are saying about blind boxes 00:03:22 - How Pop Mart is valued vs Sanrio 00:05:22 - Jeff Zhang on the valuation of Pop Mart 00:08:35 - What can Pop Mart learn from Hello Kitty? -------- More on Bloomberg Television and Markets Like this video?
After reaching an important support level, Box, Inc. (BOX) could be a good stock pick from a technical perspective. BOX recently experienced a "golden cross" event, which saw its 50-day simple moving average breaking out above its 200-day simple moving average.
BOX's 1Q26 results reinforce my buy rating, with strong billings, robust RPO growth, and early traction in AI-driven offerings. Customer stickiness is evident through low churn, rising suite adoption, and successful upselling, supporting sustainable ARPU growth. BOX's AI roadmap and integrations with major tech partners position it for productivity gains and long-term value creation.