Every material Form 8-K Box filed with the SEC in 2025, 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 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
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 →