Box Delivers Strong Q4 Results, Sets Stage for Intelligent Content Management Revolution
Box, Inc. has reported strong fourth-quarter operating results, reflecting a stabilization of IT budgets and continued growth in customer demand for its Box AI product. The company achieved revenue of $280 million, up 6% year-over-year or 8% in constant currency, with operating margins reaching 27.3% and earnings per share (EPS) coming in at $0.42, exceeding guidance by $0.01.
In fiscal 2025, Box drove revenue growth of 5% year-over-year or 7% in constant currency and expanded operating margins by 320 basis points to 28%. The company's CEO, Aaron Levie, highlighted the significance of the past year for Box, noting that it was a defining period as they introduced their most transformational product lineup in history with the delivery of their intelligent content management (ICM) platform.
One of the key highlights of the quarter was the release of Enterprise Advanced, which combines the full power of the ICM platform into a single multiproduct offering. Box is seeing significant momentum with customers and closed several dozen deals in Q4, with companies adopting Enterprise Advanced to power intelligent metadata extraction from documents, automate workflows and dashboards using Box Apps, gain access to forms, Dock Gen, and archive and create custom AI agents with the AI studio.
Examples of Enterprise Advanced customer wins in Q4 include a state DMV who is forecasting a huge increase in online title submissions due to changing regulations. The DMV will be using Enterprise Advanced to replace a legacy file system and create custom portals to ease customer submissions, as well as extract metadata to create dashboards for processing and managing records.
The success of Enterprise Advanced demonstrates the potential of Box's ICM platform to revolutionize content management in enterprises. With its advanced features and capabilities, businesses can now manage their digital content more efficiently, automate processes, and gain valuable insights from their data.
Box's strong Q4 results set the stage for a continued growth trajectory in 2026. The company is expected to build on its momentum, driven by increasing demand for its ICM platform and expanding operating margins. As Box continues to innovate and deliver value to its customers, it is well-positioned to take advantage of the growing market opportunity for intelligent content management solutions.
The success of Box's Q4 results also reflects the company's ability to navigate a changing macro environment and capitalize on emerging trends in the technology industry. With its strong product lineup, talented team, and commitment to innovation, Box is poised to continue delivering impressive results and driving growth in the years ahead.
