Box Inc.'s FY27 revenue guidance primarily attributes Enterprise Advanced growth to upsells from existing Enterprise Plus customers, with net-new logos contributing but not explicitly quantified.
Generated by Dafinchi AI. Source-grounded AI analysis, not investment advice.
How much of the FY27 guide explicitly assumes Enterprise Advanced net-new logos versus upsells from Enterprise Plus?
Analysis of Box, Inc.'s FY27 Revenue Guidance on Enterprise Advanced New Logos vs. Upsells from Enterprise Plus
The user asks: How much of the FY27 guide explicitly assumes Enterprise Advanced net-new logos versus upsells from Enterprise Plus?
Enterprise Advanced is primarily driven by upsells from Enterprise Plus customers
Enterprise Advanced customers accounted for 10% of revenue at the end of FY26
FY27 Guide incorporates continued strength in growth driven by Enterprise Advanced, with a focus on upsell economics
No quantitative split given in guidance between net-new logos and upsells
Growth drivers and long-term outlook
This analysis concludes that Box’s FY27 revenue guidance largely reflects growth from Enterprise Advanced upsells from existing Enterprise Plus customers, with net-new logos present but smaller and not separately quantified in official disclosures.
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