Daily Report - Box #saas #saasmetrics #dailyreport

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Box Spent $92,673,000 on Sales and marketing to generate $22,156,000 in net new ARR in Q2.

That gives them a CAC payback of 63 months.

Share price still popped 9% after Q2 earnings.

Why?
They beat topline revenue estimates.

Forecast was for $269,185,000 in revenue and they came in at $270,039,000

They also had 10% billings growth.

Billings is basically the total value of the invoices they issued in the period.

Billings can be higher than revenue because customers may be paying upfront for services that will be provided in the future

So some good signs here for box after 6 straight quarters of single digit ARR growth.

Other headline stats
- ARR growth of 3.3% YoY
- NRR of 102%
- Magic number of 0.26 down from 0.45 in Q2 last year
- Operating income of 20.3 million for the quarter.
- Improved GM to 79% from 74% last year

Currently trading at 4.2X ARR.

This is at the very low end of most of the companies we track.

But if they can turn growth around they're well positioned for a pop.
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