Box, Inc. (BOX) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

SA Transcripts158.8K FollowersFollow5ShareSaveCommentsQ4: 2026-03-03 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallTranscriptEPS of $0.49 beats by $0.15 | Revenue of $305.88M (9.43% Y/Y) beats by $234.66K Box, Inc. (BOX) Morgan Stanley Technology, Media & Telecom Conference 2026 March 4, 2026 5:35 PM EST Company Participants Aaron Levie - Co-Founder, CEO & DirectorDylan Smith - Co-Founder & CFO Conference Call Participants Josh Baer - Morgan Stanley, Research Division Presentation Josh BaerMorgan Stanley, Research Division All right. Before we get started, for important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. And if you have any questions, please reach out to your Morgan Stanley sales representative. My name is Josh Baer, software analyst here at Morgan Stanley, and we have the Box Co-founders and senior leadership team with us today, CEO, Aaron Levie; and CFO, Dylan Smith. Thank you so much for joining us. Aaron LevieCo-Founder, CEO & Director Thank you. Good to be here. Question-and-Answer Session Josh BaerMorgan Stanley, Research Division Let's start off a review of earnings last night. You reported really strong earnings. You guided to a growth acceleration in constant currency. Aaron, maybe starting with you, if you could cover some of the business momentum from a strategic or a competitive or technology perspective. And then, Dylan, if you could follow up with some of the most important financial takeaways. Aaron LevieCo-Founder, CEO & Director Yes. So there's sort of 2 things happening, and I'll sort of frame the connective tissue. The first is that enterprises, I think, have always wanted to really tap into the kind of underlying data that they have inside their organization. This is sort of this ongoing thing that I think we've always felt as an organization. So you have all these contracts, you have marketing assets, you have research materials, you have financial documents. And you've sort of -- every enterprise has sat around saying we have all this data, but we've never really