BOX
Market read
No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 9 directly disclosed connections are confirming.
Invalidation: The isolated read changes if BOX's group or a disclosed connection begins moving with it.
Research brief
No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 9 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Interest Expense Three Months Ended Six Months Ended July 31, Change July 31, Change (dollars in thousands) 2026 2025 $ % 2026 2025 $ % Interest expense $ 2,404 $ 2,680 $ (276 ) -10 % $ 4,805 $ 5,376 $ (571 ) -11 % The $0.3 million and $0.6 million decreases…”10-Q · Aug 26, 2026 ↗
“The increases were partially offset by the weakening of foreign currency exchange rates, which negatively impacted our revenue growth rates by approximately 170 basis points and 60 basis points for the three and six months ended July 31, 2026, respectively.”10-Q · Aug 26, 2026 ↗
“The $10.3 million, or 7%, increase in research and development expense for the six months ended July 31, 2026 was primarily due to increases of $10.2 million and $3.2 million in employee related costs and stock-based compensation expense, respectively, driven…”10-Q · Aug 26, 2026 ↗
“This increase was partially offset by a decrease of $4.8 million in subscription software contract expense and decreases of $4.1 million in bandwidth and data center related expense and $1.3 million in contractor related costs due to the completion of our mig…”10-K · Mar 9, 2026 ↗
Valuation discipline
Price/sales 4.2× · EV/sales 4.3×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 1 Oct, 14:25 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for BOX. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for BOX. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“In the enterprise file sync and share market, our primary competitors include, but are not limited to, Microsoft (OneDrive), Google (Drive) and, to a lesser extent, Dropbox.”
“In the content management market, our primary competitors include, but are not limited to, Microsoft (SharePoint) and OpenText (Documentum).”
“We offer more than 1,500 pre-built integrations with leading enterprise technology providers, including Adobe, Apple, Cisco, CrowdStrike, Google, Guidewire, IBM, Microsoft, Okta, Oracle-NetSuite, Palo Alto Networks, Salesforce, ServiceNow, Slack, USDM, Workda…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 6 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
BOX is currently a Follower in the organic co-movement group Unknown Theme. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for BOX; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.