Box to Spotlight New Products and AI at Investor Event, Though Monetization Not Expected Until 2023
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Analyst expects Box to focus on new products and AI innovations at investor event this week
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Analyst notes Box's transition to public cloud should be complete by end of Q3 2024
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Generative AI likely a big topic, but monetization not expected until early next year
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Box recently unveiled AI partnerships, including with Microsoft and OpenAI
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Analyst positive on secular changes in work, margin profile, valuation but calls last earnings "troubling"
