John Park
On May 14, 2024, John Park notified the Company of his intention to resign from the Board of the Company effective on and immediately prior to Mr. Murphy's appointment.
Highest-materiality recent filing
Box Q1 FY27 revenue $306M (+11% YoY), GAAP EPS $0.08, non-GAAP EPS $0.37
Revenue of $305.9M, up 11% YoY (10% constant currency); RPO $1.6B, up 12% YoY.
Box Q4 revenue $306M, RPO up 17%; non-GAAP EPS $0.49 beats $0.42 prior year
Q4 revenue $305.9M (+9% YoY); full-year $1.177B (+8% YoY).
Box Q3 FY2026 revenue $301M (+9% YoY), Non-GAAP EPS $0.31, RPO $1.5B (+18%)
Revenue $301.1M, up 9% YoY; billings $296M, up 12% YoY, above guidance.
Box Q2 FY2026 revenue $294M (+9% YoY); non-GAAP EPS $0.33; RPO $1.5B (+16%)
Revenue $294M (+9% YoY, +7% CC); GAAP EPS $0.05, non-GAAP EPS $0.33.
Box shareholders approve 5M share increase for equity plan, 6M for ESPP; elect directors
Shareholders approved amendment to 2015 Equity Incentive Plan, increasing authorized shares by 5,000,000.
Box Q1 FY2026: Revenue $276M (+4% YoY), RPO $1.47B (+21%), beats guidance
Revenue $276.3M (+4% YoY, +5% constant currency); GAAP operating margin 2.3%, non-GAAP 25.3%.
Box Q4 rev $279.5M (+6%), non-GAAP EPS $0.42 flat; announces $150M buyback expansion
Q4 revenue $279.5M (+6% YoY); FY2025 revenue $1.09B (+5% YoY).
Box reduces revolving credit facility to $75M and grants CEO performance-based equity
Revolving commitments reduced from $150M to $75M; no loans outstanding, $11M letters of credit.
Box reports Q3 FY2025 revenue $276M (+5% YoY), record GAAP op margin 8.5%, non-GAAP $0.45 EPS
Revenue $275.9M, up 5% YoY (6% constant currency); RPO $1.282B +13%.
Box issues $460M of 1.50% convertible notes due 2029; repurchases $140M of 2026 notes
Issued $460M aggregate principal of 1.50% convertible senior notes due Sept 15, 2029.
Box Q2 FY25 revenue $270M (+3% YoY), record non-GAAP operating margin 28.4%, EPS $0.44
Revenue $270M, up 3% YoY (6% constant currency); billings $256.4M (+10% YoY).
Approved amended equity plan adding up to 29.2M shares (9M new + up to 20.2M from forfeited awards).
Box Q1 FY25 revenue $264.7M (+5% YoY); GAAP EPS $0.08, non-GAAP EPS $0.39, both beat guidance
Revenue $264.7M (+5% YoY, +8% CC); GAAP EPS $0.08, non-GAAP EPS $0.39, both above guidance.
Steve Murphy appointed to Box board; John Park steps down as KKR designee
Steve Murphy, CEO of Epicor Software, appointed to Box board effective May 15, 2024 as KKR's designee.
Box Q4 revenue $263M (+2%), GAAP EPS $0.57, non-GAAP EPS $0.42 beats; FY revenue $1.04B
Q4 revenue $262.9M (+2% YoY, +4% constant currency); FY2024 revenue $1.038B (+5% YoY, +7% cc).
Board adopted amended bylaws effective Feb 13, 2024, updating advance notice requirements for director nominations and other business at stockholder meetings.
Box Q3 FY2024 revenue $261.5M (+5% YoY); non-GAAP EPS $0.36, cash flow up
Revenue $261.5M, up 5% YoY (7% constant currency); GAAP EPS $0.04 vs $0.03; non-GAAP EPS $0.36 vs $0.31.
Box appoints Olivia Nottebohm as COO, succeeding retiring Stephanie Carullo
Nottebohm starts Nov 6, 2023, reporting to CEO Aaron Levie; Carullo steps down as COO but stays as special advisor through Q4 FY2024.
Box Q2 FY2024 revenue $261M (+6% YoY); GAAP EPS $0.04, non-GAAP $0.36; buyback expanded by $100M
Revenue $261.4M (+6% YoY, +9% CC); RPO $1.138B (+8%).
Box refinances credit facility with $150M revolver maturing 2028
Senior secured revolving facility of $150M with a $45M sublimit for letters of credit.
Box reports annual meeting results; all director nominees elected, say-on-pay and auditor ratified
Three Class III directors elected: Sue Barsamian, Jack Lazar, John Park (terms until 2026).
Box beats Q1 FY24 estimates; revenue $252M, non-GAAP EPS $0.32, FCF up 19%
Revenue $251.9M (+6% YoY, +10% constant currency); GAAP EPS $0.02, non-GAAP EPS $0.32 (vs $0.23 YoY).
On May 14, 2024, John Park notified the Company of his intention to resign from the Board of the Company effective on and immediately prior to Mr. Murphy's appointment.
On May 15, 2024, the Board of the Company appointed Steve Murphy as a member of the Board, effective immediately.
Ms. Carullo stepped down from her role as Chief Operating Officer of the Company, effective November 6, 2023.
Max materiality 0.85 · Median 0.70 · Most common event earnings