Back to comparisonsBox is ahead on AIS because the latest snapshot exposes more countable AI surface area (34 extracted items vs 0 for INTU).
Latest QuarterQ4 FY2026
AIS78.50
Momentum-21.5%
MovementFalling
AI Mentions11
Signal Surface34
AI Products6
Partnerships6
Box is actively commercializing AI across its Intelligent Content Management platform. Key product launches include Enterprise Advanced (now representing 10% of revenue), Box Extract (GA), Box Shield Pro (GA), Box AI Studio (with support for Anthropic, Google and OpenAI models), and Box AI Agents (available in ServiceNow Marketplace). The company emphasized developer enablement (documentation site, MCP server, interactive API playground) and multiple ecosystem integrations (Anthropic MCP Apps, Atlassian MCP Gallery, Figma Make, ServiceNow). Financially, Box reported Q4 revenue of $305.9M (+9% YoY), strong non-GAAP gross margin (82.3%) and non-GAAP operating income of $93.7M, with non-GAAP free cash flow of $97.5M. Guidance targets Q1 FY27 revenue of ~$304M and FY27 revenue of ~$1.275B, with non-GAAP EPS guidance of $0.36 (Q1) and $1.55 (FY). Overall tone is bullish driven by product execution and strategic model/marketplace partnerships, with moderate attention to FX and macro risks.
Latest QuarterN/A
AISN/A
MomentumN/A
MovementNo movement
AI Mentions0
Signal Surface0
AI Products0
Partnerships0
No summary extracted yet.
Quarterly TAIS Comparison
Shared Signal Surface
No overlapping extracted items yet.
BOX AI Products
- Enterprise Advanced
- Box Extract
- Box Shield Pro
- Box AI Studio
- Box AI Agents
- Box Connector
INTU AI Products
BOX AI Initiatives
- Enterprise Advanced launch
- general availability of Box Extract
- general availability of Box Shield Pro
- Box AI Studio model support
- Box AI Agents availability in ServiceNow Marketplace
- developer documentation site with AI-powered chat
INTU AI Initiatives
BOX AI Capabilities
- agentic AI
- AI-powered chat
- advanced search
- data extraction
- metadata extraction
- content insights
- intelligent workflow automation
- visual interfaces for AI interactions
INTU AI Capabilities
BOX Developer Tools
- Box developer documentation site
- Box developer documentation MCP server
- interactive API playground
INTU Developer Tools
BOX Customer Proof
- Enterprise Advanced customers account for 10% of revenue
- Box served as an early launch partner supporting Anthropic, Google and OpenAI models in Box AI Studio
INTU Customer Proof
- No customer proof extracted