Box, Inc. (BOX) Q4 2025 Earnings Call Transcript
Box, Inc. (NYSE:BOX ) Q4 2025 Earnings Conference Call March 4, 2025 5:00 PM ET Company Participants Cynthia Hiponia - Vice President, Investor Relations Aaron Levie - Co-Founder & Chief Executive Officer Dylan Smith - Co-Founder & Chief Financial Officer Conference Call Participants Brian Peterson - Raymond James Michael Funk - Bank of America Steve Enders - Citi Lucky Schreiner - DA Davidson Taylor McGinnis - UBS Pinjalim Bora - JPMorgan Rishi Jaluria - RBC Capital Markets Josh Baer - Morgan Stanley Operator Thank you for standing by. My name is JL, and I will be your conference operator today.
Markets Break Lower as Tariff Realities Manifest
The specter of higher production costs across the board based on fresh tariffs are giving the market heartburn.
Box (BOX) Beats Q4 Earnings and Revenue Estimates
Box (BOX) came out with quarterly earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.41 per share. This compares to earnings of $0.42 per share a year ago.
Jack in the Box: Why Earnings Trends Matter More Than The CEO Shift
Jack in the Box experienced significant volatility following the unexpected resignation of CEO Harris, but Q1 FY 2025 results exceeded EPS expectations, showing resilience. Despite a 3.7% year-over-year decline in top-line sales and challenges from Del Taco, Jack in the Box's same-store sales increased slightly, indicating stability. The company is focusing on innovation and expansion, particularly in Florida and Georgia, while continuing to reduce debt and manage costs effectively.
Jack in the Box Stock Up on Q1 Earnings Beat, Revenues Lag Estimates
JACK's first-quarter fiscal 2025 results are hurt by the impact of Del Taco refranchising transactions.
Retail ETFs in Focus Ahead of Big-Box Q4 Earnings
The retail sector is in focus with the earnings releases of big retailers like Walmart, Home Depot, Lowe's and Target lined up.
Denny's: Still In The Penalty Box
Denny's Corporation remains a “don't buy” due to ongoing fundamental issues, including competition, high egg prices, and labor costs impacting earnings. Q4 revenues fell 0.6% year-over-year, missing expectations by $1.3 million, with slight improvements in franchise margins but pressured company-owned store margins. The company has significant debt, with $271.9 million outstanding and high-interest expenses, despite some DENN stock repurchases and CAPEX investments.
Box CEO: Very few losers from the DeepSeek breakthrough
Aaron Levie, Box CEO, joins 'Money Movers' to discuss the winners and loser of the DeepSeek shakeout, if Nvidia's thesis is still intact, and much more.
Here's Why Box (BOX) is a Strong Momentum Stock
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Box Office Set For $9.5 Billion 2025 Comeback As Netflix Reshapes Industry, Analyst Says
Analysts turn their focus to the 2025 movie season, offering box office predictions as the industry grapples with the continued rise of streaming platforms.
Box (BOX) is a Top-Ranked Growth Stock: Should You Buy?
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Jack in the Box: The Undervalued Gem Poised To Double In 2025
Jack in the Box is well positioned 2-3x through 2025-2029. A 4.3% dividend is well-supported by cash flow. JACK stock is trading at 43% of its historical valuation based on FY25 estimates.
