Box is planning to launch new workflow and no-code app tools for customers looking to automate processes around their unstructured content in the second half.
The launches, which will be outlined at BoxWorks 2025 Sept. 11 and Sept. 12, highlight how Box is looking to meld its content management platform with AI agents and multiple business processes. Box CEO Aaron Levie on the company's second quarter earnings conference call said "we have quite the road map in store for the second half of the year."
Levie said new AI features are on tap for Box Notes, Box Hubs will be enhanced and there will be "all new core Box AI experiences to make it easy for customers to interact with AI agents and find information across their Box accounts."
Box has integrated with multiple models and enterprise platforms. The goal is to put Box in the middle of managing business processes whether it's automating work with contracts, digital assets, leases or research.
"With AI agents operating on unstructured data, enterprises can now accelerate product development processes, automate end-to-end hiring and training workflows, surface insights and automate clinical studies and speed up loan applications for better client engagement," said Levie.
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Box is looking to position itself for a day where there are more AI agents than people running in the background and developing workflows around content.
With a bevy of integrations and updates to Box AI including tools to admin console improvements, a Box MCP server in beta, Box AI Studio and AI units, Levie is betting that his company can be an enabler for agentic AI.
To that end, Box is landing more adoption for its Enterprise Advanced plans, which include the full set of Box AI tools. Metadata extraction features and the ability to automate workflows are key selling points for Enterprise Advanced, which was rolled out in January.
Box also named Jeff Newsom as Chief Revenue Officer. Newsom was most recently at Google Cloud and Oracle, SAP and Workday before that.
Box's second quarter performance
The comments about the second half roadmap for Box landed as the company delivered better-than-expected financial results.
Box reported second quarter earnings of 5 cents a share on revenue of $294 million, up 9% from a year ago. Non-GAAP earnings of 33 cents a share were ahead of Wall Street estimates of 31 cents a share.
Remaining performance obligations (RPO) checked in at $1.5 billion, up 16%.
As for the outlook, Box said third quarter revenue will be between $298 million and $299 million, up 8% from a year ago. Non-GAAP earnings will be between 31 cents a share to 32 cents a share.
For fiscal 2026, Box is projecting revenue of $1.17 billion to $1.175 billion, up 8%, with non-GAAP earnings of $1.26 a share to $1.28 a share.
