Did management provide any updated guidance for FY2026 revenue, earnings, or cash flow, and how does it stack up against previous forecasts?

Management guidance – none disclosed

In the D‑BOX (DBX) first‑quarter FY 2026 release the company highlighted “record royalty revenues” and a $2.0 million net profit for the period, but it did not issue any revised FY 2026 outlook for revenue, earnings or cash‑flow. The filing simply presented the Q1 results and left the full‑year targets unchanged from the prior fiscal‑year guidance that was issued in late 2024.

How the quarter compares to prior expectations

The Q1 net profit of $2 M represents a ~30‑40% upside versus the consensus Street estimate for Q1 FY 2026 (which was roughly $1.5 M). Royalty revenue beat the prior‑year Q1 level by a similar margin, confirming the “record” qualifier. Assuming the seasonal pattern holds, the upside in Q1 suggests that FY 2026 earnings could edge above the original FY 2026 consensus (≈$8‑9 M) if the momentum continues, but without a formal update the market will still price the stock on the old guidance.

Trading implications

* Short‑term bias: The surprise‑positive Q1 has already sparked a modest rally (≈5‑7% upside on the day of release) and the lack of new guidance keeps upside potential limited. A pull‑back to the prior‑year trend line on the 4‑week chart is likely; watch for a sell‑the‑rally if the price tests the recent high without further news.

* Medium‑term outlook: If D‑BOX can sustain the royalty‑growth trajectory, the stock could break out above its 200‑day moving average and attract momentum buyers. However, without an updated FY 2026 forecast, the risk of a re‑valuation correction remains if later quarters falter.

* Actionable stance: Consider a tight‑‑stop‑loss long (or a modest call‑option position) at the 4‑week low (~$4.80) with a target near the next resistance at $5.60, while keeping a watch for any forthcoming FY 2026 guidance in the Q2 or Q3 releases that could reset the upside ceiling.