BOX INC (BOX) FY2026 10-K Annual Report

Filed: Mar 9, 2026
Information Technology
Services-Prepackaged SoftwareSEC EDGAR

BOX INC (BOX) 10-K annual report for fiscal year 2026, filed with SEC EDGAR on Mar 9, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

BOX INC FY2026 10-K Analysis

Business Overview

  • Core SaaS platform for Intelligent Content Management across unstructured data lifecycle with advanced security, compliance, and global scalability
  • Launched Box Shield Pro (Dec 2025) with AI Classification Agent, enhanced ransomware detection, and AI Threat Analysis Agent for security
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Management Discussion & Analysis

  • Revenue $1,177.3M, up 8% YoY from $1,090.1M, driven by seat growth and multi-product Suites attach rates
  • Gross margin 79.2% vs 79.1%, cost of revenue 20.8% vs 20.9%, small margin improvement despite $16.5M cost increase
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Risk Factors

  • Regulatory/legal risk: Compliance challenges from EU AI Act adopted May 2024 imposing significant AI system obligations in EU
  • Geopolitical/macroeconomic threat: Russia-Ukraine conflict and Middle East conflicts causing economic uncertainty impacting customer IT budgets
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BOX INC FY2026 Key Financial Metrics
XBRL

Revenue

$1.2B

+8.0% YoY

Net Income

$115M

-52.8% YoY

Gross Margin

79.2%

+14bp YoY

Operating Margin

7.1%

-24bp YoY

Net Margin

9.8%

-1264bp YoY

ROE

-38.6%

+4382bp YoY

Total Assets

$1.5B

-7.3% YoY

EPS (Diluted)

$0.58

-57.4% YoY

Operating Cash Flow

$356M

+7.3% YoY

Source: XBRL data from BOX INC FY2026 10-K filing on SEC EDGAR. All figures in USD.

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