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Box CEO says AI agent swarms could become enterprise core

Box CEO Aaron Levie states AI agent swarms will become core to enterprise workflows. Cybersecurity identified as a major beneficiary due to parallel attack scenario testing. Levie notes cybersecurity will become one of the biggest token uses in large enterprises. Previous bottlenecks in AI adoption include slow manual evaluation and lack of standardized infrastructure.

Ogaki Kyoritsu Bank selects Box for secure AI adoption

The Ogaki Kyoritsu Bank selected Box Enterprise Advanced as its AI-ready content platform. Box will serve as a content lake to centrally manage dispersed unstructured data. Adoption aims to accelerate secure AI adoption across the bank's operations. Security features include granular access controls and ransomware protection.

Box CEO Levie says companies must build for AI agents as new consumers

Box CEO Aaron Levie argues companies must design products for AI agents to navigate and operate. Levie claims agents will become new digital gatekeepers, shifting competition from users to agents. Anthropic reported Claude performed 26% of its AI R&D work in August, up from 1% in March. Meta delayed its Muse AI agent for months to address safety and security concerns. Microsoft CEO Satya Nadella warned AI agents could create insider risks like manipulating business records.

Box integrates enterprise content and AI into ChatGPT platform

Box integrates its ICM platform with OpenAI’s ChatGPT. Users can securely access Box content directly from ChatGPT. Integration preserves enterprise security and governance. Files can be added to the ChatGPT Library for AI insights.

Box CEO Levie says best AI opportunities are products barely possible today

Box CEO Aaron Levie identifies the best AI opportunities as products barely possible today but transformative with future capability improvements. Levie urges builders to contemplate orders of magnitude of improvement in capability or token volume when developing new products. Venture capitalist Chamath Palihapitiya predicts wild growth over the next 18 months as AI enters a recursive self-improvement cycle. Cisco CEO Chuck Robbins highlights growing enterprise interest in on-premises and edge AI infrastructure deployment. Over 40% of U.S. workers use AI on the job, prompting warnings about critical thinking and creative reasoning outsourcing.

Box Q2 EPS meets estimate at $0.40; revenue beats at $321.1m

Box Q2 FY26 EPS met estimates at $0.40, up 21.21% YoY. Revenue beat consensus at $321.1 million, up 9.22% YoY. FY27 sales guidance raised to $1.290 billion; EPS cut to $1.54. Analysts raised price targets, with DA Davidson lifting it to $50.