Cloud content management platform Box (NYSE: BOX) will be announcing earnings results tomorrow after market hours. Here’s what investors should know.
Box beat analysts’ revenue expectations last quarter, reporting revenues of $301.1 million, up 9.1% year on year. It was a slower quarter for the company, with EPS guidance for next quarter missing analysts’ expectations significantly and full-year EPS guidance missing analysts’ expectations.
Is Box a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting Box’s revenue to grow 8.8% year on year, improving from the 6.3% increase it recorded in the same quarter last year.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Box rarely misses Wall Street’s revenue estimates.
Looking at Box’s peers in the productivity software segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Dropbox’s revenues decreased 1.1% year on year, beating analysts’ expectations by 1.1%, and Appian reported revenues up 21.7%, topping estimates by 7.2%. Dropbox traded up 3% following the results while Appian was also up 4.5%.
Read our full analysis of Dropbox’s results here and Appian’s results here.
The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the productivity software stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 8.1% on average over the last month. Box is down 9.2% during the same time and is heading into earnings with an average analyst price target of $35.63 (compared to the current share price of $23.49).
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