“Wall Street forecasts call for Box to grow its business by roughly 9% in 2025 and 7% in 2026; I think the firm can expand by closer to 10%. It's kind of a forgotten story within AI, but in my opinion it's a really powerful one.”

Box's fiscal 2026 (ended January 31, 2026) revenue rose about 8% to $1.18 billion — short of 'closer to 10%' — but growth accelerated to roughly 11% in the quarter ended April 30, 2026, leaving the 2026 leg of the call open.