Box, Inc. (BOX)
Box, Inc. (BOX) is the leading Content Cloud platform that enables organizations to manage the entire content lifecycle in a single, secure environment. Headquartered in Redwood City, California, and led by Co-founder and CEO Aaron Levie, Box’s strategic mission is to "power how the world works together by transforming how people manage, share, and protect their most important information." The company holds a dominant industry position in the Enterprise Content Management (ECM) space, serving over 115,000 customers, including 67% of the Fortune 500. The company’s vision is to make content a strategic asset for every business through the use of Artificial Intelligence. In late 2025, BOX stock has hit multi-year highs, with the BOX stock price buoyed by record 2025 revenues of $1.09 billion and a significant expansion of its "Box AI" suite.
The business operations of Box are centered on its SaaS platform, which integrates cloud storage with advanced security, governance, and workflow automation. In fiscal 2025, the company reported a record non-GAAP operating margin of nearly 28%, reflecting a successful transition from a storage-centric model to a multi-product "Content Cloud" strategy. A primary growth driver is "Box AI," which allows users to summarize documents, extract metadata, and automate business processes directly within their content repository. The 2026 strategic roadmap focuses on "Agentic Content Workflows," where AI agents independently execute tasks like contract renewals and compliance checks. Box holds a "Security Moat," as its Box Shield and Box Governance modules meet the stringent regulatory requirements of the financial, healthcare, and government sectors. With a 12% growth in Remaining Performance Obligations (RPO) in late 2025, the company has built a highly predictable recurring revenue stream, making BOX stock a premier play on the digital transformation of work.
Box, Inc. (BOX) is listed on the New York Stock Exchange (NYSE). For investors researching BOX stock, the company’s capital allocation strategy—highlighted by $43 million in share repurchases in Q4 2025—demonstrates a strong focus on total shareholder return. The BOX stock price is increasingly influenced by the adoption of its "Enterprise Plus" bundles, which now account for a significant portion of new bookings. For those monitoring BOX stock, the company’s ability to maintain high gross margins (over 81%) while investing in Generative AI is a key differentiator in the crowded SaaS landscape. As the "Content Cloud" becomes the foundational layer for AI-native enterprises, BOX stock stands as a critical infrastructure leader.