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Box Cisco AI Summit 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Cisco AI Summit 2026 summary3 Feb, 2026
AI adoption and workflow transformation
AI is rapidly transforming engineering, with agents now capable of building entire software products, but adoption in other knowledge work areas lags due to complexity and context requirements.
Coding benefits from verifiable outputs and standardized practices, while other fields like legal or sales face challenges with permissions, context, and unstructured data.
Effective AI deployment in enterprises requires re-engineering workflows to provide agents with the right context, permissions, and data access.
Organizations must adapt their processes to fit agent capabilities, not the other way around, to unlock AI's full potential.
Early adopters willing to transform workflows can gain significant competitive advantages.
Enterprise use cases and value creation
Enterprises are leveraging agents to process vast amounts of unstructured data, such as medical records, to improve decision-making and efficiency.
Automating workflows with agents can unlock new revenue streams, cost savings, and reduce bottlenecks, but requires significant change management.
Identifying underutilized data and applying agents to extract value is a key strategy for enterprise transformation.
Success is measured by both general productivity gains and targeted reinvention of critical workflows, aiming for several high-impact wins within a few years.
Streamlining processes, such as onboarding or contract management, can dramatically improve competitiveness and customer insights.
SaaS, agents, and commercial models
SaaS is expected to grow as software becomes cheaper to build, increasing competition and driving prices down.
Most organizations will not build their own core systems but will continue to rely on specialized SaaS for non-core functions.
The rise of agents increases the value of systems that manage workflow, permissions, and data access, as these become critical for coordinating large numbers of non-deterministic agents.
Pricing models are shifting toward consumption-based approaches for agent-driven tasks, with potential for hybrid models as adoption scales.
Customers will likely prefer flexible, consumption-based pricing during experimentation, moving to fixed rates as usage stabilizes.
Analyze AI adoption gap: coding vs other work
How does AI impact traditional SaaS value
Describe evolving AI enterprise commercial models
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Double-digit profit growth in core segments, but banking net profit declined 3.5%. - SANB4
Net profit hit R$4.1B, ROAE 17.6%, with robust loan growth and digital innovation. - BG
Adjusted EPS was $7.57, with strong segment EBIT and stable 2026 guidance. - ATS
Q3 revenue rose 17% to $760.7M, with strong backlog and Q4 revenue guided at $710–$750M. - SWK
Gross margin and net income rose, with CAM divestiture set to reduce debt and boost 2026 outlook. - PMI
FDA-approved artificial heart maker registers 17M shares for resale amid ongoing losses and risks. - ARCC
FY 2025 net income was $1,299M, with a $0.48/share Q1 2026 dividend declared. - SDST
Development-stage lithium refiner registers shares for resale amid high risk and capital needs. - DAC
Q2 2025 saw revenue growth, high charter coverage, and strong liquidity despite rising costs. - OCSL
Net investment income was $36.7M ($0.42/share) as NAV fell to $16.30 and a $0.40 dividend was declared.
Next Box earnings date
Q4 20263 Mar, 2026
Box
Next Box earnings date
Q4 20263 Mar, 2026
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Frequently asked questions
Cloud Collaboration
Box Inc. is an American company with multinational operations that provides various cloud content management and file-sharing services for businesses. The company's core product, Box, allows users to securely store, share, and manage files in the cloud, which in turn enables collaboration for teams that might be geographically dispersed. With a focus on enterprise customers, Box offers features like advanced security controls, compliance capabilities, and administrative tools, built to meet the needs of businesses in various sectors such as healthcare, finance, education, and government. The company is headquartered in Redwood City, California, and its shares are listed on the NYSE.
Shifting the Focus
Box was founded in 2005 with the initial concept of creating a more user-friendly and scalable cloud storage service than existing options. The idea of the founders was to offer a better alternative to the alternatives at the times for users to store, share, and manage digital content. Initially, the focus was on providing a B2C service, but Box realized that many of its users utilized the product primarily in professional settings. Due to this, the company went through a strategic pivot during 2009 and 2010 when it began focusing more on enterprise clients rather than private individuals. This was a move that quickly paid dividends, leading to significant growth and attracting major clients.
The Platform
Box specializes in cloud-based content management and file-sharing services, primarily targeting businesses and enterprises. At its core, Box provides a secure platform for storing, sharing, and managing digital files. A significant aspect of Box's service is its collaboration features. These enable users to edit documents simultaneously, track changes, and leave comments, a feature that is particularly beneficial for teams that operate remotely or across different time zones. The platform also offers advanced security measures such as customizable access permissions and robust encryption, as well as workflow automation that helps streamline repetitive tasks and processes.
Third-Party Functionality
Another selling point for the company is its integration with various third-party applications. Box’s platform seamlessly integrates with programs such as Zoom, Microsoft 365, Salesforce, and many, many more. This allows businesses to integrate Box into their day-to-day operations without needing to change their current workflow, while in turn also getting more out of the third-party applications than what would otherwise be possible.
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