At Box, we just reported our Q4 and full FY26 results, coming in at $1.18B in revenue for the year, and we guided to $1.275B for FY27.
This growth continues to be driven by the need to accelerate knowledge work with the power of AI agents in the enterprise, and the role that content plays in an agentic strategy. Thanks to our customers, partners, and Boxers for driving these strong results.
As I just shared on our earnings call, nearly every enterprise leader that I talk to is looking to transform how their company operates with AI agents. As they go down this journey, they quickly find that for AI agents to be effective in a workflow, they need critical context about the business: the company's product roadmap, marketing strategy, sales materials, financial models, HR policies, best practices, strategy decisions, and so on.
Much of that unique context lives inside of enterprise content, ranging from contracts and financial documents to research documents and marketing assets, housed inside of PDFs, docs, presentations, media files, spreadsheets, and markdown files. All of this enterprise content is the digital brain of an organization.
And as we prepare for a world where there will be 100X more agents inside of an enterprise than people, we can expect to see incredible growth in this unstructured data. Files are, quite simply, the native unit of work for agents. Agents use files to keep track of their work, they leverage files as context about the tasks they’re doing, and use them to share back and forth with their human counterparts.
And as Agents help us augment all of our work across industries like pharma, financial services, legal, or healthcare these agents will need the same level of security, data governance, auditability, logging, and access controls that people need.
Thus, to have an effective AI agent strategy, companies fundamentally need a content strategy. We're building the platform to solve this at Box, and our focus is powering how content gets securely connected to people, agents, and apps.
To support these growing AI use-cases, we’re making it as easy and secure as ever to leverage Box as a file system for AI, connecting content to the entire AI stack in a company -- including Claude Cowork, OpenClaw, ChatGPT and Frontier, Perplexity Computer, Cursor, Copilot, IBM watsonx, Agentforce, or any custom custom agent built with Claude Agent SDK, Langchain, and many more-- via Box’s APIs, MCP server, and CLI support.
We're still insanely early in what this all looks like, but we're incredibly excited to be aggressively building new capabilities for customers and developers to fully take advantage of content + agents to accelerate knowledge work. Excited about the path ahead!
This growth continues to be driven by the need to accelerate knowledge work with the power of AI agents in the enterprise, and the role that content plays in an agentic strategy. Thanks to our customers, partners, and Boxers for driving these strong results.
As I just shared on our earnings call, nearly every enterprise leader that I talk to is looking to transform how their company operates with AI agents. As they go down this journey, they quickly find that for AI agents to be effective in a workflow, they need critical context about the business: the company's product roadmap, marketing strategy, sales materials, financial models, HR policies, best practices, strategy decisions, and so on.
Much of that unique context lives inside of enterprise content, ranging from contracts and financial documents to research documents and marketing assets, housed inside of PDFs, docs, presentations, media files, spreadsheets, and markdown files. All of this enterprise content is the digital brain of an organization.
And as we prepare for a world where there will be 100X more agents inside of an enterprise than people, we can expect to see incredible growth in this unstructured data. Files are, quite simply, the native unit of work for agents. Agents use files to keep track of their work, they leverage files as context about the tasks they’re doing, and use them to share back and forth with their human counterparts.
And as Agents help us augment all of our work across industries like pharma, financial services, legal, or healthcare these agents will need the same level of security, data governance, auditability, logging, and access controls that people need.
Thus, to have an effective AI agent strategy, companies fundamentally need a content strategy. We're building the platform to solve this at Box, and our focus is powering how content gets securely connected to people, agents, and apps.
To support these growing AI use-cases, we’re making it as easy and secure as ever to leverage Box as a file system for AI, connecting content to the entire AI stack in a company -- including Claude Cowork, OpenClaw, ChatGPT and Frontier, Perplexity Computer, Cursor, Copilot, IBM watsonx, Agentforce, or any custom custom agent built with Claude Agent SDK, Langchain, and many more-- via Box’s APIs, MCP server, and CLI support.
We're still insanely early in what this all looks like, but we're incredibly excited to be aggressively building new capabilities for customers and developers to fully take advantage of content + agents to accelerate knowledge work. Excited about the path ahead!
