10-Q · latest 10
What Box's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 12 signals
Major competitors are using aggressive pricing strategies, including offering services for free as part of larger bundles, which puts direct pressure on Box's ability to achieve target pricing and maintain margins.
cloud content managemententerprise file sync and sharee-signatureworkflow automation
Box names Microsoft, Google, OpenText, and Dropbox as key competitors amid intense pricing pressure
Box faces significant competition from larger rivals bundling services at lower prices, creating direct pricing pressure and margin challenges.
AIgenerative AIMicrosoftSharePoint
Box is launching new AI-powered products like Box AI and Box Extract to drive growth and compete.
Box is heavily investing in new AI services to enhance its platform, but faces risks with adoption, accuracy, and security.
artificial intelligencemachine learninggenerative AIlarge language models
Box experiences longer sales cycles and reduced sales due to increased customer budget scrutiny.
The current economic environment is causing customers to scrutinize IT deals more closely, resulting in delayed decisions, longer sales cycles, and reduced renewal rates, which negatively impacts Box's revenue and growth.
cloud content management
Box highlights risk to its 106% net retention rate from competition and customer budget constraints.
While the net retention rate increased to 106% from 103% YoY, the company emphasizes that its business depends on renewals and expansions, which are at risk from pricing pressure, customer budget cuts, and overall economic conditions.
3%
year-over-year increase in net retention rate (103% to 106%)
Box stakes growth on new product suite including Box AI, Box Hubs, and Box Forms
The company's future growth is heavily dependent on the successful launch and market acceptance of its new services like Box AI and Box Hubs.
AIartificial intelligencemachine learning
Box prioritizes upselling customers to higher-tiered 'Enterprise Advanced' and 'Suites' plans
A core strategy is to expand revenue from the existing customer base by driving adoption of the full 'intelligent content management platform' and upselling to premium plans, reflected in their net retention rate of 106%.
106%
net retention rate as of July 31, 2026
cloud
The company is making proactive investments in security and governance features to differentiate its platform and address key customer concerns.
securitygovernance
Box's service delivery is critically dependent on third-party cloud computing and hosting providers.
Business continuity and performance are directly tied to external cloud providers, making the company sensitive to service interruptions.
cloud computing
The company identifies that disruptive technologies like generative AI could fundamentally alter its market, and competitors may incorporate AI more efficiently or achieve faster adoption, which would adversely affect demand for Box's offerings.
artificial intelligencegenerative AImachine learning
Earlier 10-Q filings
- 10-QFiled · 12 signalsSEC EDGAR
Showing 10 of 24 filing signals. The Signal API returns all of them.
Get them with one API callEarnings calls
Box earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Driving massive strategic shift to become an "AI-first" companyThe CEO is leading a fundamental, company-wide transformation to center the business around AI, creating significant budget and evaluation opportunities for vendors with AI-powered solutions that can enhance or integrate with their content platform. | |
| Committing to continued investment in platform and go-to-market initiatives.The CFO explicitly stated a commitment to ongoing investment in their core platform and GTM efforts to capitalize on the AI opportunity. This provides a strong signal that budgets for technology, sales, and marketing are protected and likely growing. | |
| Planning 'biggest and most exciting announcements ever' for BoxWorks in September.The company is gearing up for a major product launch event, indicating significant investment in R&D, marketing, and event management. This creates opportunities for vendors providing marketing technology, event services, and sales enablement tools to support the launch. | |
| Customers struggling with siloed content across their organizationsA key driver for a recent major customer win was the need to break down content silos and create a single source of truth. This highlights a common enterprise pain point that creates opportunities for data integration, management, and analytics vendors. | |
| Expanding partner ecosystem with SIs and major AI platform integrations.A key growth initiative is expanding their partner ecosystem, including SIs like DataBank and a wide array of AI platforms (Microsoft, Google, Salesforce, etc.). This signals investment in partnership management platforms, API development tools, and co-marketing budgets. | |
| Focusing on regulated industries after receiving FedRAMP High AuthorizationBox is emphasizing its suitability for regulated environments like government, finance, and life sciences, highlighted by its new FedRAMP High status. This indicates a strategic focus on security and compliance, creating opportunities for vendors specializing in these areas. |
Signal API · MCP
Track Box with the Signal API
One POST /v1/companies/enrich call with box.com returns Box 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.
2 credits per signal returned; zero-result calls are free. Endpoint reference
curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"box.com","signal_types":["sec-10q"],"limit":20}'Same industry
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Questions about Box 10-Q
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .