AI brief of an SEC Form 8-K · Box (BOX)

Box revenue rises 4% to $276.3 million; GAAP EPS falls to $0.02 from $0.08

Mixed Impact 3 of 5 earnings Written later

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.

Key points

  • 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

The filing

CompanyBox (BOX)
Form8-K, current report
Filed with the SECMay 27, 2025, 4:05 PM ET
Accession number0000950170-25-077683

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 12:59 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 27, 2025.

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.