Box posts solid revenues and billings growth despite a sharp earnings drop and offers upbeat Q4 and FY26 guidance.
Box, Inc. ( BOX ) Q3 2026 Earnings Call December 2, 2025 5:00 PM EST Company Participants Cynthia Hiponia - Vice President of Investor Relations Aaron Levie - Co-Founder, CEO & Director Dylan Smith - Co-Founder & CFO Conference Call Participants Matthew Bullock - BofA Securities, Research Division John Messina - Raymond James & Associates, Inc., Research Division Josh Baer - Morgan Stanley, Research Division George Michael Kurosawa - Citigroup Inc., Research Division Frederick Gooding - William Blair & Company L.L.C., Research Division Presentation Operator Ladies and gentlemen, thank you for standing by.
Schrodinger's shares have declined sharply in recent weeks, due largely to soft guidance for the fourth quarter. There is little reason to believe that this is anything more than a temporary headwind caused by market conditions though. In addition, recent cost reductions and the end of internal drug development should significantly reduce cash burn in 2026.
| - Industry | - Sector | Aaron Levie CEO | NYSE Exchange | 10316T104 CUSIP |
| US Country | 2,810 Employees | - Last Dividend | - Last Split | 23 Jan 2015 IPO Date |
Box, Inc. is a prominent provider of cloud content management solutions, catering to a diverse range of organizations by facilitating the management and sharing of content from any location and through any device. The company's foundation dates back to 2005, initially known as Box.net, Inc., until its rebranding to Box, Inc. in November 2011. With its headquarters based in Redwood City, California, Box, Inc. has established itself on a global scale, supporting approximately 100,000 paying organizations and offering its solutions in 25 different languages. Its clientele spans across vital industries such as financial services, health care, government, and legal services, operating both in the United States and overseas.
Cloud Content Management Platform: At the core of Box, Inc.'s offerings is its advanced cloud content management platform. This Software-as-a-Service (SaaS) solution enables seamless external collaboration and sharing, providing secure workspaces and portals. It supports a wide variety of content workflows and e-signature processes, significantly boosting employee productivity and accelerating key business operations.
Application Suite: Box extends its services through a comprehensive suite of applications designed for web, mobile, and desktop use. These applications enhance the user's ability to manage content efficiently on the cloud, ensuring accessibility and functional flexibility across different devices and platforms.
Development Platform: Understanding the need for customization, Box offers a robust platform that empowers developers to create tailor-made applications. This capability allows organizations to integrate Box's cloud content management services into their digital ecosystems seamlessly, further extending the utility and reach of Box's technology.