Box, Inc. (BOX) Presents at Citi's 2026 Global TMT Conference Transcript

SA Transcripts 162.14K Followers Follow Box, Inc. ( BOX ) Citi’s 2026 Global TMT Conference September 9, 2026 1:55 PM EDT Company Participants Dylan Smith - Co-Founder & CFO Conference Call Participants Steven Enders - Citigroup Inc., Research Division Presentation Steven Enders Citigroup Inc., Research Division Great. Well, thanks, everybody, for joining us this afternoon for day 2 of the Citi's Global TMT Conference. I'm Steve Enders, part of the software research team here. And with us for this session, very excited to have the team from Box. So Dylan Smith, CFO. I want to thank you so much for being here today. Dylan Smith Co-Founder & CFO Thanks for having me. Question-and-Answer Session Steven Enders Citigroup Inc., Research Division Maybe just to start, I think Box, I think you guys have been executing pretty well the past few quarters. I think there's been a continued acceleration. Maybe we can just start with what's been going on there? What's been driving that acceleration? And I guess, what have you done to enable that opportunity there? Dylan Smith Co-Founder & CFO Yes. So I would say the biggest driver of the acceleration we've seen and just delivered our fifth consecutive quarter of accelerating revenue growth is the momentum and overall impact from Enterprise Advanced, which is kind of the highest tier offering that we have introduced about 1.5 years ago into the market. And that comes with both at the higher end of the 30% to 40% price per user uplift, but also enables a set of new use cases that is driving seat expansion. And that's been a big shift versus what that seat expansion was even 18 months ago. And so that's what we've done to enable that is really just kind of driving Enterprise Advanced, honing in on those use cases, working with our customers to really make sure that we can communicate the value