Aaron Levie

We’ve seen a number of enterprise software companies making announcements related to generative AI in the last six weeks, from established companies like Salesforce and Adobe to startups like Ada…

Box launched in 2005 out of a dorm room. This week, after 17 years in business, the SaaS company reached a $1 billion run rate.

Welcome back to Chain Reaction. Last week, we talked about layoffs and the Winklevoss rock gods. This week, we’re looking at a new layer of crypto doom and gloom. Get…

How did Box manage to get out of the growth trap while also growing its gross margins, operating income and net profit in its most recent quarter?

Hey, it wasn’t that long ago that Box was lost in single-digit growth doldrums being dogged by activist investors. But today, the company announced its earnings, and revenue was up…

Despite a gloomy outlook for crypto markets based on the past few weeks of token turbulence, venture capitalists looking to spend their way into a web3 future aren’t taking their…

When you talk to folks about what they have missed most about the office since we moved to work from home in 2020, people often point to whiteboarding in a…

Growth is good, but like the James Brown song, Klarna is paying the cost to be the boss.

While all the trends appear to be moving in the right direction, can Box keep it going, and what are its projections for FY2023? Let’s take a deeper look at…

There is often a mistaken impression that covering the enterprise is kind of dull when compared to the consumer side of the house, but having followed the space for a…

If we make critical remarks about Rent the Runway’s business, we’re not mocking the market demand it is working to meet. We’re noting that it is perhaps undercharging, which makes…

Throughout its history as a public company, Box has had a bumpy ride. The company was founded back in 2005 as a consumer file sharing service, but shifted a few…

A battle between Box and its majority shareholder Starboard Value over control of the board ended today when the company’s slate of directors easily defeated Starboard’s. It culminated months of…

Box has been in an ongoing dispute with activist investors Starboard Value over control of the board, an argument that is expected to come to a head on September 9th…

Box’s new native e-signature product provides e-signature capability and unlimited signatures as part of Box’s business and enterprise plans at no additional cost.

The war between Box’s current leadership and activist shareholder Starboard took a new turn today with a detailed timeline outlining the two groups’ relationship, thanks to an SEC filing and companion press…

Squad used to be an app that connected people with similar interests for in-person meetups. Then the coronavirus pandemic hit. While most social apps thrived under these conditions — people…

Box executives have been dealing with activist investor Starboard Value over the last year, along with fighting through the pandemic like the rest of us. Today the company reported earnings…

With so much focus on the “creator economy”, and countries hit by the effects of the pandemic, the self-employed market is “booming”, for good or for ill. So it’s not…

Last week activist investor Starboard delivered a public letter rebuking Box for what it perceives as underperformance. Today the firm, which owns 8% of Box stock, making it the company’s…

Box announced this morning that private equity firm KKR is investing $500 million in the company, a move that could help the struggling cloud content management vendor get out from…

Box announced this morning that it has agreed to acquire e-signature startup SignRequest for $55 million. The acquisition gives the company a native signature component it has been lacking and…