Box Reports AI-Driven Beat, 2 Analysts Dive Into Q1 Results: 'Revenue, Bookings Guidance Lower Due To Currency Headwinds'
Box Reports AI-Driven Beat, 2 Analysts Dive Into Q1 Results: 'Revenue, Bookings Guidance Lower Due To Currency Headwinds'
RBC Capital Markets: Box reported revenues of $264.7 million, representing 5% year-on-year growth and beating consensus of $262.2 million, while its non-GAAP earnings came in at 39 cents per share, versus the Street's 36 cents estimate, Jaluria said in a note. Excluding currency headwinds, billions were also in-line and "nearly all KPIs were stable," he added.Shares of Box Inc (NYSE:BOX) were climbing in early trading on Wednesday after the company reported upbeat sales and earnings for the fiscal first quarter.
Box股票（NYSE:BOX）週三早盤上漲，公司報告的第一財季銷售額和盈利均超預期。
The results came amid an exciting earnings season. Here are some key analyst takeaways.
這些結果出現在一個激動人心的盈利季節。以下是一些重要的分析師觀點。
- RBC Capital Markets analyst Rishi Jaluria maintained an Underperform rating and price target of $21.
- Oppenheimer analyst George Iwanyc reiterated an Outperform rating and price target of $35.
- RBC資本市場的分析師Rishi Jaluria維持Underperform評級和21美元的價格目標。
- Oppenheimer的分析師George Iwanyc重申Outperform評級和35美元的價格目標。
Check out other analyst stock ratings.
查看其他分析師的股票評級。
RBC Capital Markets: Box reported revenues of $264.7 million, representing 5% year-on-year growth and beating consensus of $262.2 million, while its non-GAAP earnings came in at 39 cents per share, versus the Street's 36 cents estimate, Jaluria said in a note. Excluding currency headwinds, billions were also in-line and "nearly all KPIs were stable," he added.
Jaluria在一份報告中表示，Box報告的營業收入爲2.647億美元，同比增長5％，超過了262.2億美元的共識，其非GAAP每股盈利爲39美分，而街頭估計值爲36美分。他補充說，除去貨幣匯率影響，數十億美元也處於同一水平，並且幾乎所有關鍵績效指標都保持穩定。
Both revenue and bookings guidance were lowered due to incremental currency headwinds, the analyst stated. In the absence of a macro rebound, growth could remain rangebound, he further stated.
分析師指出，由於增量貨幣匯率影響，營收和訂單指導方針都有所下調。在宏觀反彈缺乏情況下，增長可能仍然保持在範圍內。
"Box sounded encouraged by early interest in Box AI (including Box Hubs), noting it as a key driver of momentum in E+ adoption," Jaluria added.
Jaluria補充說：" Box AI（包括 Box Hubs）的早期興趣讓人鼓舞，指出Box AI是E +採用勢頭的關鍵驅動力"。
Oppenheimer: The better-than-expected results were fueled by Box AI, which "drove strong Enterprise Plus upsell activity," Iwanyc said. "Management also highlighted stabilization with US enterprise customers and strong Box AI-driven win rates versus legacy ECM systems," he added.
Iwanyc表示，比預期更好的業績得益於Box AI，它"推動了強勁的企業加倍銷售活動"。他補充說:"管理團隊還強調，與美國企業客戶的穩定以及與傳統ECM系統相比，強大的Box AI驅動獲勝率"。
While Box is investing in sales and go-to-market efforts, the impact "will take time to materialize," the analyst stated. He added, however, that these efforts "can improve expansion rates and help re-accelerate growth in FY26."
儘管Box正在投資於銷售和市場推廣，但該分析師表示，影響"需要時間才能顯現"。然而，他補充說，這些努力"可以提高擴張率，並有助於在FY26重新加速增長"。
BOX Price Action: Shares of Boxhad risen by 7.83% to $27.00 at the time of publication on Wednesday.
BOX股票價格走勢：週三發佈時，Box股票上漲7.83％至27.00美元。
Image: GameStop, Box And 3 Stocks To Watch
圖像：GameStop，Box和3只值得關注的股票
Image: Shutterstock
圖片：shutterstock
譯文內容由第三人軟體翻譯。