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Jan 31, 2022

Box Q4 2022 Earnings Report

Box reported strong results, achieving revenue growth and exceeding guidance for growth and profitability.

Key Takeaways

Box, Inc. announced strong financial results for the fourth quarter and fiscal year 2022. The company achieved revenue of $233.4 million, a 17% increase year-over-year. Box also delivered a combined revenue growth plus free cash flow margin outcome of 33% in fiscal 2022.

Revenue for the fourth quarter of fiscal year 2022 was $233.4 million, a 17% increase from revenue for the fourth quarter of fiscal year 2021 of $198.9 million.

Remaining performance obligations as of January 31, 2022, were $1.1 billion, a 19% increase from remaining performance obligations as of January 31, 2021 of $896.9 million.

Billings for the fourth quarter of fiscal year 2022 were $337.9 million, a 9% increase from billings for the fourth quarter of fiscal year 2021 of $310.1 million.

Non-GAAP operating income in the fourth quarter of fiscal year 2022 was $48.5 million, or 21% of revenue.

Total Revenue
$233M
Previous year: $199M
+17.3%
EPS
$0.24
Previous year: $0.22
+9.1%
Gross Profit
$169M
Previous year: $140M
+20.2%
Cash and Equivalents
$416M
Previous year: $595M
-30.0%
Free Cash Flow
$33.3M
Previous year: $41M
-18.8%
Total Assets
$1.39B
Previous year: $1.35B
+3.0%

Box

Box

Forward Guidance

Box provides guidance for Q1 FY23 and full year FY23.

Positive Outlook

  • Revenue is expected to be in the range of $233 million to $235 million, up 16% year-over-year at the high-end of the range.
  • GAAP operating margin is expected to be approximately 1%, and non-GAAP operating margin is expected to be approximately 21%.
  • GAAP basic and diluted net loss per share attributable to common stockholders are expected to be in the range of $0.05 to $0.04.
  • Non-GAAP diluted net income per share attributable to common stockholders is expected to be in the range of $0.24 to $0.25.
  • Weighted-average basic and diluted shares outstanding are expected to be approximately 146 million and 152 million, respectively.