earnings
confidence high
sentiment positive
materiality 0.75
Box Q2 FY27 revenue $321.1M (+9% YoY); non-GAAP EPS $0.40, up from $0.33
BOX INC
- Revenue $321.1M, up 9% (11% cc); billings $309.5M, up 17%; RPO $1.7B, up 15%.
- GAAP diluted EPS $0.09 vs $0.05; non-GAAP EPS $0.40 vs $0.33; both hit by $0.04 FX.
- GAAP operating margin 10.2% (record $32.6M); non-GAAP 29.4% (record $94.5M).
- Net retention rate improved to 106%; Enterprise Advanced drives 5th straight quarter of cc revenue acceleration.
- Operating cash flow $70.8M, up 54%; non-GAAP free cash flow $59.7M, up 67%.