Every material Form 8-K Box has filed with the SEC since August 27, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Box, Inc. said Omer Yuhjtman will join as Vice President, Finance and Chief Accounting Officer on October 19, 2026, and take over as principal accounting officer from Eli Berkovitch, who is resigning effective October 23, 2026. Mr. Yuhjtman's offer letter sets a $330,000 base salary, a bonus of up to 35% of base salary, and restricted stock units covering 80,000 Class A shares.
Omer Yuhjtman starts October 19, 2026 as Vice President, Finance and Chief Accounting Officer
Eli Berkovitch resigns effective October 23, 2026, as previously disclosed in a September 25, 2026 8-K
Offer terms: $330,000 base salary, discretionary bonus of up to 35% of base salary, RSUs covering 80,000 shares vesting over four years
Box, Inc. said its Chief Accounting Officer and Controller, Eli Berkovitch, will resign effective October 23, 2026, to pursue other opportunities. The company stated the departure was not related to any disagreement on financial statements, internal controls, operations, policies or practices.
Eli Berkovitch, Vice President, Chief Accounting Officer and Controller, informed the company of his resignation on September 22, 2026, effective October 23, 2026.
Dylan Smith, Cofounder and Chief Financial Officer, will serve as interim principal accounting officer from Mr. Berkovitch's last day while a permanent replacement is sought.
Mr. Smith remains Chief Financial Officer and principal financial officer; his details are incorporated by reference from the May 13, 2026 proxy statement.
Box reported second-quarter fiscal 2027 revenue of $321.1 million, up 9% from a year earlier, with GAAP diluted earnings per share of $0.09 versus $0.05 and non-GAAP diluted EPS of $0.40 versus $0.33. The company guided to third-quarter revenue of about $329 million and full-year fiscal 2027 non-GAAP EPS of about $1.54, and it repurchased 2.6 million shares for about $66 million in the quarter.
Revenue of $321.1 million, up 9%, or 11% in constant currency
GAAP diluted EPS of $0.09 vs. $0.05; non-GAAP diluted EPS of $0.40 vs. $0.33
Q3 fiscal 2027 revenue guidance of about $329 million; full-year revenue guidance of about $1.290 billion
Repurchased 2.6 million shares for about $66 million; about $378 million of buyback capacity remained as of July 31, 2026
At its June 25, 2026 annual meeting, Box stockholders approved an amendment adding 7,200,000 Class A shares to the 2015 Equity Incentive Plan, re-elected three Class III directors, approved executive pay on an advisory basis, and ratified Ernst & Young LLP as auditor. The plan increase expands the pool of shares available for equity awards, which can dilute existing shareholders.
Plan amendment adds 7,200,000 Class A common shares to the 2015 Plan; the vote was 75,004,119 for and 46,994,892 against
Sue Barsamian, Jack Lazar and Steve Murphy elected as Class III directors, serving until the 2029 annual meeting
Holders representing 83.30% of voting power attended, constituting a quorum
Ernst & Young LLP ratified as auditor for the fiscal year ending January 31, 2027
Box reported first quarter fiscal 2027 results for the quarter ended April 30, 2026, with revenue of $305.9 million, up 11% from a year earlier, and GAAP diluted EPS of $0.08 versus $0.02. The company also issued guidance for the second quarter and full fiscal 2027, including full-year revenue of about $1.280 billion and non-GAAP diluted EPS of about $1.56, and it repurchased 4.8 million shares for about $114 million in the quarter.
Revenue $305.9 million, up 11% (10% in constant currency); billings $255.4 million, up 5%
GAAP operating income $27.4 million, or 9.0% of revenue, versus $6.3 million a year earlier
Non-GAAP diluted EPS $0.37 versus $0.30; GAAP diluted EPS $0.08 versus $0.02
Q2 FY27 guidance: revenue about $319 million, up 9%; full-year revenue about $1.280 billion
Box reported fourth-quarter fiscal 2026 revenue of $305.9 million, up 9%, and GAAP diluted EPS of $0.47, down from $1.12 a year earlier, a period that included a $1.04 tax benefit. Non-GAAP diluted EPS rose to $0.49 from $0.42. For fiscal 2027, Box expects revenue of about $1.275 billion and GAAP EPS of about $0.45, compared with $0.58 in fiscal 2026, so shareholders face a mixed picture of higher revenue and non-GAAP profit alongside lower GAAP earnings.
Q4 revenue of $305.9 million, up 9%; GAAP operating income of $31.2 million versus $17.9 million a year earlier.
Q4 non-GAAP diluted EPS of $0.49 versus $0.42; GAAP diluted EPS of $0.47 versus $1.12, with the prior year including a $1.04 tax benefit.
FY27 guidance: revenue of about $1.275 billion (up 8%), non-GAAP EPS of about $1.55, and GAAP EPS of about $0.45.
In Q4 Box repurchased 4.4 million shares for about $126 million; about $59 million of buyback capacity remained as of January 31, 2026.
Box reported fiscal third-quarter 2026 results for the quarter ended October 31, 2025, with revenue up 9% and remaining performance obligations up 18%, while non-GAAP diluted EPS fell from $0.45 to $0.31 because of a non-cash deferred tax expense. The Board also expanded the stock repurchase program by $150 million, and the company gave fiscal 2026 revenue guidance of about $1.175 billion.
Revenue of $301.1 million, up 9% year over year; remaining performance obligations of $1.5 billion, up 18%.
Non-GAAP diluted EPS of $0.31, compared with $0.45, including a $0.16 negative impact from non-cash deferred tax expenses.
Board authorized an additional $150 million for the stock repurchase program; about $35 million of capacity remained as of October 31, 2025.
Full-year fiscal 2026 guidance: revenue of about $1.175 billion and non-GAAP EPS of about $1.28, including a $0.61 deferred tax impact.
Box reported fiscal second-quarter 2026 revenue of $294.0 million, up 9% from a year earlier, and non-GAAP operating income of $84.0 million, up from $76.7 million. GAAP diluted EPS fell to $0.05 from $0.10, mainly because of non-cash deferred tax expense, which the company says will also weigh on its third-quarter and full-year 2026 EPS. The company guided full-year fiscal 2026 revenue to $1.170 billion to $1.175 billion.
Q2 revenue of $294.0 million, up 9% (7% in constant currency); remaining performance obligations of $1.5 billion, up 16%
GAAP diluted EPS of $0.05 vs. $0.10, including a $0.04 negative impact from non-cash deferred tax expense; non-GAAP diluted EPS of $0.33 vs. $0.44
Q3 FY26 revenue guidance of $298 million to $299 million; full-year FY26 non-GAAP EPS guidance of $1.26 to $1.28
Net cash from operating activities of $46.0 million, up 27%; non-GAAP free cash flow of $35.7 million, up 9%
At its June 27, 2025 annual meeting, Box stockholders approved a 5,000,000-share increase to the 2015 Equity Incentive Plan, a 6,000,000-share increase to the 2015 Employee Stock Purchase Plan, and a charter amendment limiting certain officers' personal liability under Delaware law. Stockholders also re-elected two Class II directors, Dan Levin and Bethany Mayer, and approved the advisory pay vote; the Equity Incentive Plan amendment drew the most opposition among the matters with a 52,471,862 vote against.
Equity Incentive Plan reserve increased by 5,000,000 Class A shares; the vote was 75,524,258 for and 52,471,862 against
ESPP reserve increased by 6,000,000 Class A shares, approved with 124,017,849 votes for and 4,086,881 against
Charter amendment limiting certain officers' liability took effect on filing with the Delaware Secretary of State on June 27, 2025
Ernst & Young LLP ratified as independent auditor for the fiscal year ending January 31, 2026
Box reported fiscal first-quarter 2026 results for the period ended April 30, 2025, with revenue of $276.3 million, up 4% year over year, and remaining performance obligations of $1.469 billion, up 21%. Profit per share declined: GAAP diluted EPS was $0.02 versus $0.08, and non-GAAP diluted EPS was $0.30 versus $0.39, with both periods affected by non-cash deferred tax expense. The company also set full-year fiscal 2026 revenue guidance of $1.165 billion to $1.170 billion and non-GAAP EPS guidance of $1.22 to $1.26.
Revenue of $276.3 million, up 4% (5% in constant currency); billings of $242.3 million, up 27%
GAAP diluted EPS of $0.02 versus $0.08; non-GAAP diluted EPS of $0.30 versus $0.39
Fiscal 2026 guidance: revenue of $1.165 billion to $1.170 billion; non-GAAP EPS of $1.22 to $1.26
About 1.6 million shares repurchased for about $50 million; about $152 million of buyback capacity remained as of April 30, 2025
Box reported fourth-quarter fiscal 2025 revenue of $279.5 million, up 6%, and GAAP diluted EPS of $1.12, which included a $1.04 net tax benefit. For fiscal 2026 it guided to revenue of $1.155 billion to $1.160 billion and non-GAAP EPS of $1.13 to $1.17, lower than fiscal 2025's $1.71 because of non-cash deferred tax expense it will begin recording.
Q4 revenue of $279.5 million, up 6%; fiscal 2025 revenue of $1.090 billion, up 5%
Q4 GAAP diluted EPS of $1.12 versus $0.57; non-GAAP diluted EPS of $0.42, flat year over year
FY26 guidance: revenue of $1.155 billion to $1.160 billion and non-GAAP EPS of $1.13 to $1.17, including a $0.56 non-cash deferred tax expense
On March 3, 2025, the Board authorized a $150 million expansion of the stock repurchase program; about $52 million remained as of January 31, 2025
Box amended its Wells Fargo credit agreement on December 19, 2024, reducing revolving commitments from $150 million to $75 million and changing the facility's maturity conditions. The same filing discloses a performance-based award of 600,000 restricted stock units to CEO Aaron Levie, which vests only if stock price hurdles of $40, $50 and $60 are met over four years.
Revolving commitments cut from up to $150 million to $75 million; no revolving loans and $11 million of letters of credit outstanding as of December 19, 2024
Facility matures on the earliest of June 30, 2028, October 16, 2025 (unless liquidity covers the January 2026 convertible notes), or February 11, 2028 (if Series A preferred remains outstanding)
CEO Aaron Levie granted 600,000 PSUs on December 18, 2024, in three tranches of 200,000 tied to $40, $50 and $60 average closing price hurdles
Box reported preliminary third-quarter fiscal 2025 results for the quarter ended October 31, 2024, with revenue up 5% year over year and remaining performance obligations up 13%. GAAP diluted EPS was $0.05, up from $0.04, while operating cash flow fell 13% and the company raised $460 million through convertible notes due 2029.
Revenue was $275.9 million, up 5% from $261.5 million; up 6% in constant currency
Non-GAAP diluted EPS was $0.45 versus $0.36 a year earlier; GAAP diluted EPS was $0.05 versus $0.04
Net cash from operating activities was $62.6 million, down 13%; non-GAAP free cash flow was $57.4 million, down 2%
Raised $460 million through convertible notes due September 15, 2029; full-year fiscal 2025 revenue guidance is about $1.090 billion
Box, Inc. sold $400 million of 1.50% Convertible Senior Notes due 2029, and initial purchasers exercised their option in full on September 18, 2024, raising the total to $460 million. The company used part of the proceeds to repurchase $140.0 million of its 0% Convertible Senior Notes due 2026, which adds new debt while reducing older convertible debt.
Notes bear 1.50% interest and mature September 15, 2029; the notes are convertible at an initial price of about $43.46 per share, a premium of about 30% to the $33.43 closing price on September 17, 2024.
Net proceeds were about $447.8 million after discounts and expenses; about $52.5 million went to capped call transactions and about $191.7 million to repurchase $140.0 million of 2026 Notes.
The company may not redeem the notes before September 20, 2027, and holders can require repurchase at 100% of principal upon a fundamental change.
Box reported fiscal second-quarter 2025 results for the quarter ended July 31, 2024, with revenue of $270.0 million, up 3% from $261.4 million a year earlier, and GAAP diluted EPS of $0.10 versus $0.04. The board also expanded the stock repurchase program by $100 million on August 25, 2024, and the company gave revenue and EPS guidance for the third quarter and full fiscal 2025, which includes a deferred tax expense in the United Kingdom.
Q2 revenue of $270.0 million, up 3% (6% in constant currency); RPO of $1.272 billion, up 12%
Non-GAAP diluted EPS was a record $0.44 versus $0.36; GAAP diluted EPS was $0.10 versus $0.04
Q3 revenue guidance of $274 million to $276 million; FY25 non-GAAP EPS guidance of $1.64 to $1.66
Board authorized a $100 million expansion of the stock repurchase program on August 25, 2024; about $25 million of prior capacity remained at July 31, 2024
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Box filing is on SEC EDGAR ↗. 8-K briefs of other companies →