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Box

BOXBullish

Cloud content management and collaboration platform for enterprise file storage and workflow.Yahoo Finance ↗box.com ↗

2 takes · first discussed Dec 20, 2024 · last May 2, 2025

Stock since first call
-19.4%
$32.03 → $25.81
anchored Dec 20, 2024 · as of Jun 11, 2026

The tape vs. the takes

Every call, plotted at the price the day they made it.

$37.93$22.68Dec 20, 2024Jun 11, 2026
no takes match these filters

Where they stand now

GGuests
Bullish

Aaron Levie (Box CEO) argues that AI agents represent a massive TAM expansion for enterprise software—shifting addressable market from per-seat pricing to capturing labor spend on work that was previously unaffordable—which is structurally bullish for Box's business model.

E226 · May 2, 20252 takes ↓

The discussion

Both theses on Box come from the same source — CEO Aaron Levie appearing as a guest — and are consistently bullish, though with differing emphases. In December 2024, Levie made a structural case for Box's durability, pointing to 82% gross margins sustained even as underlying storage costs have fallen dramatically, arguing that Box's value resides entirely in its software layer. By May 2025, his conviction had risen, with Levie framing AI agents as a meaningful TAM expansion that could allow Box to move beyond per-seat pricing and capture a share of enterprise labor spend on previously unautomated workflows. There is no disagreement across the two theses; together they present a coherent bull case built on high-margin resilience today and an AI-driven monetization upside tomorrow.

How they got there

GGuests2 takes since Dec 20, 2024
’25
BullishE226May 2, 2025⚑

Aaron Levie (Box CEO) argues that AI agents represent a massive TAM expansion for enterprise software—shifting addressable market from per-seat pricing to capturing labor spend on work that was previously unaffordable—which is structurally bullish for Box's business model.

When your software actually brings the underlying workflow to the customer...all of a sudden you might be able to sell a multiple of the initial kind of 10 seats that you would've sold previously.”1:10:08
iAbout these quotes
Quotes are machine-transcribed from the episode audio — use the Listen links to verify any take against the source, or the ⚑ link to report a problem. Takes marked unverified, low-conviction, or commentary-only never move stances, the index, or the funds.