Will Box become the content and context enabler of the agentic AI food chain? Box CEO Aaron Levie is betting on it.

With an investor day on tap, Levie laid out Box's AI and genAI master plan, which has been advancing over the last 18 months or so. With the rise of agentic AI, Box's vision is playing out.

The company reported in line fourth quarter earnings with a light first quarter outlook--largely due to a currency exchange headwind due to operations in Japan. Box reported fourth quarter earnings of $1.12 a share, on revenue of $279.5 million, up 6%. Non-GAAP earnings were 42 cents a share. For fiscal 2025, Box earnings were $1.36 a share on revenue of $1.09 billion.

As for the outlook, Box projected first quarter revenue of $274 million to $275 million with non-GAAP earnings between 25 cents a share and 26 cents a share. For fiscal 2026, Box projected revenue between $1.15 billion to $1.16 billion with non-GAAP earnings between $1.13 a share and $1.17 a share.

Box recently launched an Enterprise Advanced version of its platform along with a credit system as customers consume AI agents going forward. Box is also benefiting as systems integrators and services providers include the company in AI implementations.

"We are seeing companies start to adopt Enterprise Advanced to power intelligent metadata extraction from documents, automate workflows and dashboards with Box Apps, gain access to Forms, Doc Gen, and Archive, and create custom AI agents with the AI Studio," said Levie, who cited legal and public sector use cases in prepared remarks.

He added:

"AI Agents are entering the workforce and will augment and accelerate our work; our unstructured data is enabling intelligence that we can now use to gain new insights about business; and we can begin automating any workflow in the enterprise, especially the long tail of work that we couldn't automate before."

With Box adding context and insights to previously untapped unstructured data, it could become a cog in agentic AI workflows. Levie said that Box is using its own platform to boost productivity, give employees the ability to get HR and sales information, and use Box AI to write sales pitches, conduct code reviews and give the company more insights.

"Any employee can gain the same level of expertise as the most knowledgeable employee just by asking questions of the existing enterprise data that's already there; the hidden information inside of contracts, invoices, financial documents, and customer data turns into business critical insights that drive better execution; Agentic AI can automate workflows that were expensive and time consuming; and by understanding what's in our content, we can better secure and protect it at scale," said Levie.

Levie said that Box has multiple product announcements in fiscal 2026 focused on extracting data from documents, no-code Box Apps, workflow automation and AI platform advances for Box AI Agents. Levie said that Box will continue to add models to its platform.

"We believe we're an asset in this environment. In dynamic times, you want to have more leverage from your technology, you want to be able to retire more legacy systems, and you want to automate more workflows," said Levie.

Indeed, Box appears to be landing more high-level CxO interest as part of broader enterprise transformation plans.

"We were usually in core infrastructure within the CIO organization. But the Chief Data Officer realizes now that once you have AI on unstructured data, they can treat that as another data type to pull business insights from," said Levie. "We're having more conversations with company CTOs that are trying to deliver better experiences, and they know that if they can get data from within their unstructured information, they could go and automate a better client-facing experience."

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box, #AI #artificialintelligence #generativeAI