Highest-materiality recent filing
Box Q2 FY27 revenue $321.1M (+9% YoY); non-GAAP EPS $0.40, up from $0.33
Revenue $321.1M, up 9% (11% cc); billings $309.5M, up 17%; RPO $1.7B, up 15%.
Box shareholders approve 7.2M share increase to 2015 equity plan; re-elect three directors
Shareholders approved amendment to 2015 Equity Incentive Plan, increasing share reserve by 7,200,000 shares.
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).
Box appoints Amit Walia to Nominating and Corporate Governance Committee
Amit Walia, previously appointed to the Board on August 15, 2022, was assigned to the Nominating and Corporate Governance Committee on March 22, 2023.
Box Q4 revenue $256.5M (+10% YoY); GAAP operating margin 7.7%, non-GAAP 26%
Q4 revenue $256.5M (+10% YoY); FY23 revenue $990.9M (+13% YoY).
Box amends bylaws to add forum selection clause and update universal proxy rules
Board adopted amended and restated bylaws effective December 14, 2022.
Box Q3 FY2023 rev $250M (+12% YoY), record GAAP op margin 5.3%, non-GAAP 24%
GAAP EPS $0.03 vs loss of $0.12; non-GAAP EPS $0.31 vs $0.22; includes $0.06 FX headwind per share.
Box beats Q2 estimates; raises EPS guidance; revenue +15% YoY to $246M
Revenue $246M (+15% YoY); non-GAAP EPS $0.28 vs $0.21 prior year, at high-end of guidance.
Box appoints Informatica CEO Amit Walia to its Board of Directors
Amit Walia, CEO of Informatica (NYSE: INFA), appointed to Box Board effective immediately on August 18, 2022.
Box annual meeting results: Dan Levin and Bethany Mayer re-elected, say-on-pay approved
Dan Levin received 85.0M for, 39.3M against; Bethany Mayer 87.5M for, 36.7M against; both elected as Class II directors.
Box board member Kimberly Hammonds dies; board reduced to 7 directors
Board member Kimberly Hammonds passed away on June 28, 2022.
Box director Peter Leav to resign from board after July 14 annual meeting
Peter Leav notified resignation effective immediately after 2022 annual meeting (July 14, 2022).
Box Q1 revenue $238.4M +18% YoY, breakeven GAAP op income, raises FY23 guidance
Revenue $238.4M, +18% YoY (2pp FX headwind); GAAP operating income $0.6M vs loss of $10.3M.
Box sets 2022 annual meeting for July 14; record date May 16, 2022
2022 Annual Meeting set for July 14, 2022; voting record date is May 16, 2022.
Box director Carl Bass resigns from board effective March 21, 2022
Carl Bass resigned from Box's board of directors effective March 21, 2022.
Box reports Q4 revenue $233.4M (+17% YoY); non-GAAP operating margin 21%
Q4 GAAP operating loss of $0.2M (near breakeven); non-GAAP EPS $0.24 vs $0.22 YoY.
Box Q3 FY22 revenue $224M, up 14% YoY; non-GAAP EPS $0.22; raises FY22 guidance
Revenue $224.0M (+14% YoY); third consecutive quarter of accelerating growth.
Proposal 4 (charter amendment to remove supermajority vote) approved: 132.9M for, 1.5M against, effective Sept 14, 2021.
Box shareholders re-elect all three company directors, approve removal of supermajority requirement
Company nominees Dana Evan (57.2M for), Peter Leav (97.8M for), Aaron Levie (103.1M for) re-elected; Starboard nominees not elected.
Box stockholders re-elect all three director nominees at 2021 Annual Meeting
Stockholders re-elected directors Dana Evan, Peter Leav, and Aaron Levie to the Board.
Box adopts proxy access bylaw amendment allowing 3% stockholders to nominate directors
New Section 2.15 permits stockholders owning 3%+ of outstanding common stock for ≥3 years to nominate director candidates.
Box Q2 FY22 revenue $214.5M (+12% YoY); non-GAAP op margin 21%; RPO up 27%; reiterates FY guidance
Revenue $214.5M (+12% YoY); non-GAAP operating margin 21% (up from 16% YoY).
Box Q2 FY2022 preliminary rev $214M (+11% YoY), beats guidance; raises FY outlook
Revenue $214M vs guidance $211-212M, up 11% YoY; GAAP op margin -3% vs guided -5% to -4.5%.
Box amends credit facility: revolver cut to $65M, maturity extended to 2024
Revolving commitments reduced from $100M to $65M; maturity extended from July 2022 to July 2024.
Box eliminates supermajority, adopts majority voting; sets July 12 proposal deadline
Eliminated supermajority stockholder vote requirement to alter or repeal bylaws.
Box files preliminary proxy, adopts majority voting for directors, addresses Starboard engagement
Board changed director election to majority voting (plurality carve-out for contested elections).
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.
On August 15, 2022, the board of directors (the “Board”) of Box, Inc. (the “Company”) appointed Amit Walia as a member of the Board effective as of August 16, 2022.
On June 14, 2022, Peter Leav notified Box, Inc. (the “Company” or “Box”) of his intention to resign from the Company’s board of directors (the “Board”), effective immediately following the conclusion of the Company’s 2022 Annual Meeting of Stockholders scheduled to be held on July 14, 2022.
On March 21, 2022, Carl Bass resigned from the board of directors of Box, Inc. (the “Company”), effective on the date hereof.
Max materiality 0.85 · Median 0.60 · Most common event earnings