Box, Inc. (BOX) Q2 2027 Earnings Call Transcript

SA Transcripts 162K Followers Follow Box, Inc. ( BOX ) Q2 2027 Earnings Call August 25, 2026 5:00 PM EDT Company Participants Cynthia Hiponia - Vice President of Investor Relations Aaron Levie - Co-Founder, CEO & Director Dylan Smith - Co-Founder & CFO Conference Call Participants Lucky Schreiner - D.A. Davidson & Co., Research Division George Michael Kurosawa - Citigroup Inc., Research Division Christopher Quintero - Morgan Stanley, Research Division Johnathan McCary - Raymond James & Associates, Inc., Research Division Joshua Trautman - RBC Capital Markets, Research Division Jason Ader - William Blair & Company L.L.C., Research Division Presentation Cynthia Hiponia Vice President of Investor Relations \ Good afternoon, and welcome to Box's Second Quarter Fiscal 2027 Earnings Conference Call. I'm Cynthia Hiponia, Vice President, Investor Relations. On the call today, we have Aaron Levie, Box Co-Founder and CEO; and Dylan Smith, Box Co-Founder and CFO. Following our prepared remarks, we will take your questions. Today's call is being webcast and will also be available for replay on our IR website. Supplemental slides are now available on our website. On this call, we will be making forward-looking statements, including our third quarter and full fiscal year 2027 financial guidance and our expectations regarding our financial performance for fiscal 2027 in future periods, including gross margins, operating margin, operating leverage, future profitability, net retention rates, remaining performance obligations, revenue and billings and the impact of foreign currency exchange rates and our expectations regarding the size of our market opportunity, including the growing opportunity driven by the increasing role of unstructured data in AI agents in the enterprise, our planned investments, future product offerings, go-to-market initiatives and growth strategies, the timing and market adoption of and benefits from our new products, solutions and pricing models, our ability to address enterprise challenges, including enabling organizations to automate critical workflows and deliver value for our customers. The