Contracts already committed, not just traded today. Puts against calls, sized by expiry.
374
▲ 132%
Oct 16
27d
▼ 2%
1,882
0
first
Nov 20
62d
first
0
274
▼ 5%
Dec 18
90d
▲ 6%
1,267
865
▲ 2%
Jan 15
118d
▲ 0%
12,541
putscalls
Revenue flow
Q2 FY2026 as filed · change vs Q1 FY2026
BOX kept 5.99% of Q2 FY2026 revenue as profit. Revenue +4.97% on Q1 FY2026, +9.23% on Q2 FY2025.
Revenue
$321M▲ +4.97% q/q
Gross profit
$254M▲ +4.42% q/q
79.08% margin
Cost of revenue
$67M▲ +7.09% q/q
Operating income
$33M▲ +18.92% q/q
10.16% margin
Operating expenses
$221M▲ +2.58% q/q
Marketing $107M
R&D $78M
SG&A $36M
Pre-tax income
$32M▲ +15.80% q/q
Net income
$19M▲ +8.43% q/q
5.99% margin
Tax
$13M▲ +29.15% q/q
Other expense
$779,000
Revenue$321M
Gross profit$254M79.08%
Operating income$33M10.16%
Pre-tax income$32M
Net income$19M5.99%
Cost of revenue
$67M · 20.92%
Operating expenses
$221M · 68.92%
Tax
$13M · 3.93%
Other expense leaves
$779,000 · 0.24%
Standardized lines from BOX’s own filing for the quarter ended Jul 31 '26. Ribbon thickness is the dollar amount.
Earnings history
implied in pale · realized in full ink
1/7reports moved further than the options market had pricedtypically ±7.6% realized vs ±9.4% priced
Q2 FY26—
▲ +1.18%—
May 26 '26±11.4%
▼ −3.71%×0.33
Mar 3 '26±11.1%
▲ +10.16%×0.92
Dec 2 '25±8.8%
▲ +6.66%×0.76
Aug 26 '25±9.2%
▲ +4.17%×0.45
May 27 '25±8.4%
▲ +17.23%×2.06
Show older reports· 2›
Mar 4 '25±8.4%
▼ −3.23%×0.38
Dec 3 '24±8.3%
▼ −7.70%×0.93
3-quarter memory
Event sensitivity
release-day history · not a forecast
CPIconsumer prices1.5×up 3 of 9±2.0% vs ±1.3% · 9
PPIproducer prices1.4×up 3 of 9±1.9% vs ±1.3% · 9
NFPjobs report1.4×up 5 of 9±1.8% vs ±1.3% · 9
CPROFcorporate profits1.2×up 6 of 11±1.5% vs ±1.3% · 11
FOMCrate decision1.0×up 10 of 24±1.3% vs ±1.3% · 24
PCEpersonal income & outlays1.0×up 9 of 18±1.3% vs ±1.3% · 18
GDPgross domestic product1.0×up 9 of 18±1.3% vs ±1.3% · 18
Past release days against BOX’s ordinary ±1.3% day, from our own stored closes. History, not a forecast; kinds with fewer than six releases are omitted.
Intraday
▼ −0.71% since 9 AM
9 AM11 AM1 PM4 PM
33.833.833.933.933.70
High 33.94 at 9:30 am ET, low 33.70 at 4:00 pm ET.