adminBox, Inc. (NYSE:BOX) Q1 2026 Earnings Conference Call May 27, 2025 5:00 PM ET
Company Participants
Cynthia Hiponia – Vice President, Investor Relations
Aaron Levie – Co-Founder & Chief Executive Officer
Dylan Smith – Co-Founder & Chief Financial Officer
Conference Call Participants
George Kurosawa – Citi
Jason Ader – William Blair
Michael Funk – Bank of America
Lucky Schreiner – DA Davidson
Josh Baer – Morgan Stanley
Pinjalim Bora – JPMorgan
Brian Peterson – Raymond James
Operator
Ladies and gentlemen, thank you for standing by. My name is Krista, and I will be your conference operator today. At this time, I would like to welcome everyone to the Box, Inc. First Quarter Fiscal 2026 Earnings Conference Call.
All lines have been placed on mute to prevent any background noise. [Operator Instructions] And I would now like to turn the conference over to Cynthia Hiponia, Vice President, Investor Relations. Please go ahead.
Cynthia Hiponia
Good afternoon and welcome to Box Inc’s First Quarter Fiscal 2026 Earnings Conference Call. I am Cynthia Hiponia, Vice President, Investor Relations. On the call today, we have Aaron Levie, Box’s co-founder and CEO, and Dylan Smith, Box’s 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 Investor Relations website at www.boxinvestorrelations.com. Our webcast will be audio only. However supplemental slides are now available for download from our website. On this call, we will be making forward-looking statements including: Our second quarter and full year fiscal 2026 financial guidance, and our expectations regarding our financial performance for fiscal 2026 and future periods, including gross margins, operating margins, operating leverage, future profitability, net retention rates, remaining performance obligations, revenue and billings, and the impact of foreign currency exchange rates and deferred tax expenses; and our expectations regarding the size of our market opportunity; our planned investments, future product offerings, and growth
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