Box, Inc. (BOX) Presents at Citi's 2026 Global TMT Conference Transcript
Hydreight is scaling rapidly, driven by a surge to 12K licenses and strong regulatory tailwinds in telehealth compliance. Q2 revenue grew 420% y/y to $28M, with the VSDHOne platform and pharmacy partnerships fueling expansion, though margins are temporarily pressured. Management reaffirmed FY26 guidance of $150M revenue and a 15-17% EBITDA margin, despite skepticism over H2 ramp and negative cash flow.
Also, global chip revenue set to nearly double in 2026
AMC targets positive annual free cash flow at a $10.4B domestic box office, supported by record EBITDA, higher per-patron profits and lower interest costs.
Box, Inc. (BOX) Q2 2027 Earnings Call Transcript
BOX NYSE: BOX reported second-quarter fiscal 2027 results that exceeded its guidance, citing record bookings, accelerating adoption of its Enterprise Advanced offering and increased demand for AI-driven content workflows.
Box (BOX) came out with quarterly earnings of $0.4 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.33 per share a year ago.
F&B operator Jack in the Box has announced the executive it hopes can reignite one of America's best-known brands. But veteran Taco Bell executive Taylor Montgomery has to prove he can drive a turnaround for the San Diego-based hamburger chain when he becomes President, effective September 14.
Meta Platforms innovates with memory reuse, deploying CXL to recycle DDR4 in DDR5 servers. Rising DRAM prices and memory's significant share of server TCO drive META's creative hardware strategies, boosting efficiency and cost savings at scale. Management should do a better job explaining how server depreciation schedules for different types of machines condense down to a single line in 10-K filings.
Jack in the Box is continuing to close stores this year as it reports another quarter of declining same-store sales.
D-BOX Technologies TSE: DBO reported higher first-quarter revenue, profitability and recurring royalty revenue as the haptic-motion technology company expanded its theatrical screen network and added new North American cinema partners.
Jack In The Box NASDAQ: JACK reported a 1.1% decline in third-quarter fiscal 2026 same-store sales, as a drop in transactions more than offset menu price increases. Interim Chief Executive Officer Mark King said the company is focused on improving execution, restaurant quality, customer relevance and franchisee economics as it seeks to return to sustainable sales growth.