Box: AI agents will make enterprise systems of record more important

Box argues that AI agents will increase the importance of enterprise systems of record rather than reduce it. Large-scale deployments may involve thousands of end users and tens of thousands of agents, requiring coordinated access controls, business logic, user experiences, security and authoritative records—not just an underlying database.

The company says it has reaccelerated growth far beyond its internal plans as enterprises use core platforms to manage unstructured data, including contracts, research materials, marketing assets and financial documents. Box is positioning itself as a platform for storing, governing, retrieving, deploying and securing that data; it also says agents may shift value toward infrastructure and data platforms, although it does not specify which software segments will ultimately lose value.