like a personal, aaron levie only diary. ron: the range of different industries and what you have to learn about is very vast. you have to keep track of that somewhere. emily: this is something only you see? aaron: yes, i would not want you to see it. so these are sort of my personal things. emily: how big is box? aaron: we have 1100 employees. we have 240,000 businesses that actively use the product. about 39,000 companies are paying for our enterprise edition of the service. 27 million users. emily: you recently rolled out box for industries. for health care, retail and media and entertainment. how is that going and what is next? aaron: we started to see that in every industry we were serving there was some edge of our product or edge of their use cases that was far more advanced and innovative than we had ever imagined that could be done with our platform technology. about a month ago, we announced box for industries that today covers health care, media, retail, but we will be announcing another couple of industries next m

. >> we go to aaron levie. >> we started in college my cofounder and i, and i, 2004 when the idea came of, kind of came about when we launched, as soon as we launched we focused on the consumer market but what happened was we saw google, apple microsoft others potentially as big competitors in the consumer space, but when we went and looked at the enterprise market there are tens of billions of dollars spent every year on technology we didn't think was going to enable enter prize to be more productive with their information and also not as secure with their data so we sided to pivot the company and focus entirely on enterprise, that was 2006, 2007 so for about eight years all we have done is focus ongoing, building platform for large enterprises to manage and secure their information. >> rose: michael lewis and aaron levie when we continue. >> funding for charlie rose is provided by the >> rose: additional funding provided by: >> and by bloomberg, a provider of multimedia news and information services worldwide. captioning sponsored by rose communications from our studios in new york c

ceo aaron levy will tell us why he is not worried about this. ming up. ♪ at ally bank no branches equals great rates. it's a fact. kind of like mute buttons equal danger. ...that sound good? not being on this phone call sounds good. it's not muted. was that you jason? it was geoffrey! it was jason. it could've been brenda. "what is it that we can do that is impactful?" what the cloud enables is computing to empower cancer researchers. it used to take two weeks to sequence and analyze a genome; with the microsoft cloud we can analyze 100 per day. whatever i can do to help compute a cure for cancer, that's what i'd like to do. bring us your baffling. bring us your audacious. we want your sticky notes, sketchbooks, and scribbles. let's pin 'em to the wall. kick 'em around. kick 'em around, see what happens. because we're in the how-do-i-get-this-startup- off-the-ground business. the taking-your-business- global-business. we're in the problem-solving business. 400,000 people - ready to help you solve problems while they're still called opportunities.

ceo aaron levy took out his frustration on the analysts saying they got the numbers wrong.h lipton in san jose this morning to sort this out. hey, josh. >> well, carl, aaron levie came out swinging on the earnings call and when i spoke to him last night he told me analysts just got it wrong. box posted a q4 loss of 1.65 on what appear to be the consensus view of a loss of 1.17, but levi says the 1.17 number was wrong because some analysts had set expectations based on the wrong share count and tweeted as much after the call last night. the real consensus estimate, says levlevi, was a loss of $1.. box's results would have looked better. levy pointed out box beat expectations on revenue and billings, still, even if lev vi is right, they will have bigger concerns, forecasting revenue growth of 30% for fiscal year 2016, a big slowdown from the 74% growth rate that the company enjoyed in its last fiscal year. levi tells me the growth rate is slowing because box is a bigger, more mature company. he urges investors to concentrate on other metrics such as the growing number of box

the ceo aaron levie is joining us. he says the analysts got their expectations wrong and that's why it looks worse. >> people are saying if we got it straight now, why is the stock still down as sharply as it is. we'll talk about that with mr. levie coming up. we're at the highs of the day right now with the industrial average up to 140 points. a game of 1.3, almost 1.4%. that's the outperformer. we've taken out a few resistant levels according to art cashin. in spite of the weakness and technology led by intel, nasdaq is up 36 points. let's get to our "closing bell" exchange today. heather hughes from sun america funds is joining us from d.c. and meg green from meg green and associates. chris is with us from the new york stock exchange and dennis gartman is joining us as well as rick santelli there in chicago. meg green, what did you make of this market today? i mean it appears that it's the financials that are more important than say, retail when you consider the bad retail numbers and yet we're still higher today. >

and co-founder aaron levie. "bloomberg west" will be right back. ♪ cory: here's some top headlines..m.e. group has ended off-hours trading of the largest dow and nasdaq futures contract. they are trading under e mini dow and e inside a back because they're cheaper to trade. toyota is recalling 2,500 rav4 e.v. models due to a software glitch that could cause it to shift into neutral while driving and lose power. they ended their partnership last year. ride sharing company lyft has gotten a huge funding round $530 million including tech giant racutin in japan, investing $300 million for a share of the company. they're trying to take on their rival uber. turning to another startup this time in health care. google-backed genetic testing startup is now annoyancing plans to invest in drugs themselves. richard sheller who led genentech for years has been hired. why is 23andme getting into pharmaceuticals? carolyn broke this story last night or this morning? this is fascinating to me. ann, who running the company, covered the sector at the time. this is a very big change for them. >> in som

and co-founder aaron levie.bloomberg west" will be right back. ♪ ♪ cory: here's some top headlines. cme group has ended off-hours trading of the largest dow and nasdaq futures contract. they are returning to trading etf's. they are cheaper, therefore easier to trade. they will still trade electronically after toyota is hours. recalling 2500 rav4 e.v. models with tesla drivetrains due to a software glitch that could cause it to shift into neutral while driving and lose power. they ended their partnership last year. ride sharing company lyft has gotten a huge funding round, $530 million from investors including tech giant rakuten in japan, investing $300 million for 11% of the company. they're trying to take on their rival, uber. which apparently has a $40 billion valuation. turning to another startup, this time in health care. 23andme, the google-backed genetic testing startup is now announcing plans to invest in drugs themselves. richard sheller who led genentech for years has been hired to lead a new therapeuti

. ♪ charlie: aaron levie is here. he is the ceo and cofounder of box.ompany announced box for industries. it provides tailored solutions for media. cyber security is one of the challenges. i'm pleased to have aaron levie back at the table. what has happened to box since i saw you last? aaron: not much. just the standard things. took it public. 1200 employees. a bit of growth since we were here last. our industry continues to change rapidly. enterprises need new and the best in class solutions to change how they work. we are fortunate our platform has been adapted to help enterprises do that. charlie: when you go to an enterprise, what do you tell them? aaron: when we first started the company, we were changing how you work with your information. you could access files from any device. all new workflows. if he were in life sciences, you could collaborate with researchers. in financial services, you could digitize a business process. transforming how businesses use information and data. the multiplier is cyber security threats. financial services and reta

we'll of course hear from aaron levy coming up and the c.e.o.g up on bloomberg west. here are the top stories after the closing bell. the u.s. senate intelligence committee approving a cyber security bill. the plan shields companies from lawsuits when they share cyber attack information with each other and with federal agencies. it is unclear if the bill has enough support to pass the senate. just ahead we'll hear from senate intelligence chairman richard burr. and chris christie's political action committee attracted a core of powerful donors his allies saying they have formed a super pac that could raise unlimited amounts of support for a possible presidential run. google opening its first ever google branded shop in london. the telegraph reporting the company is selling android phones chromebook, laptops chromecast tv service at the p.c. world store. more speculation in moscow. russian president vladimir putin has not made a public appearance since talks with the italian prime minister on march 5 and has canceled several public meetings and p

the founder of box and ceo aaron levie will be on closing bell this afternoon at 3:30 p.m. but of course first earnings report as a public company for box and some analysts did not use the smaller share pool to calculate earnings per share. he took to swittwitter to discuss his discontent for the analyst community. >> their first big set of earnings. shake shack reported bigger than expected fourth quarter loss partly due to high cost for beef and other incredibles. >> revenue rose and there was benefit from consumers eating out more. the company is projecting sales will slow later this year. it did fall 5% in after hours because of that bottom line thanks to rising cost. you can see off of 3%. now alibaba are investing in snap chat which would value it at $15 billion. it was rekindled recently after it talked with snap chat last summer. the chinese internet giant invested in several start ups including tango. >> getting a lot of attention this week. now you have alibaba from china. a lot of international interest. >> absolutely. the valuation of these unlisted tech compani

coming up, african-american le-- aaron levie on at 3:00 p.m. eastern. you. >>> thank you, sue, gold is closing now and breaking its eight session slide as the dollar retreats from the 12 year high. gold up slightly, 1.50 for one troy ounce. silver copper, palladium, and platinum all moving higher. ty? >> thank you very much. >>> the bond market rick santelli is tracking the action at the cme. >> hi,ty ler. tyty tyler. the last did not go well. you see that in the marketplace. look at intraday. the two-day chart, definitely notice that the high side yields that were bucking up two and three quarters opening up to december 1st, you see this is 2.75 last year key tops above that, and this is exactly where traders expect the market to have issues and, endeed it does. now, comparison value charts are interesting. look at this one. one month chart, you have two lines, the euro versus the dollar, and the s&p 500. any questions? weak retail sales, but the euro versus dollar, stock market up, and the dollar, a 20 year chart, boy, look at the right side even the

aaron levy explained the decal on cnbc moments ago.e a listen. >> the thompson raiders number which drove -- had a different eps calculation unfortunately included miscalculation of the number of shares. thompson reuters corrected the number. they landed at the 199 figure. we beat the estimates from analysts. we think we had a great quarter. for the most part we're focused on execution. we had great quarter behind us. we have a lot of growth going on this year. our number one focus right now is absolutely on execution on the business. >> well, the problem is that execution on the business, the revenue guidance was abysmal. >> well, yeah. maybe it was a great quarter. maybe the analysts got it wrong. but the guidance, what does the analyst have to do with the guidance? kelly evans had a great interview and i think jim cramer had a great follow-up saying maybe they're not ready for prime time. and as great as your quarter might think it is. if the stock is down 12% on the back of it, it wasn't all that good. >> i would completely agree.

now aaron levie will be on "closing bell" today to defend that position. we'll be watching closely.hares of shake shack getting burned as the burger joint expects slowing sales growth later this year. you can see there they're down by about 3%. they were down as much as 10% in early trading for shake shack. back over to you guys. >> thank you so much. let's take box first. as we did our tease here saying you had strong opinions about the stock. >> well, yeah. no, i think what the company has done is admirable. i don't think it's a bad company. they were clear in their s1 they have no intention of earning money any time soon. you knew what you were getting into buying into it. i think it's a commodity business ultimately. i understand they think they will be able to layer on value added services but that's an if. in the meantime we're basically talking about storage. it's not quite that unique and i think that this is a company that's around way too long not to be earning money. 8 years unprofitable. i said stay away the day it became public and stand by that. i don't think it's chea

aaron levie did tweet about the confusion last night. >> i like box but they're growing too much.ng them too much to grow. growth is slowing. that was a disheartening call. it's funny that danny meyer call danny is not on the call it's not him, shake shack has really industry-leading average unit volumes. the fine quick serve they're doing is well liked. this is a very expensive company that i think has to grow into its market cap. but i have chipotle on "mad money" tone. i've got to tell you, chipotle looked like there is when it started. they've got to put up so many more stores and they're not growing insanely and the market probably wants them to grow insanely. this is one of those, the stock suffers but going to be up gigantically. a lot of people believe in long term, that may not be wrong. >> ingredients are getting mitt romney expensive, they argued they don't see an immediate price hike anytime soon. we know that they are a new store story. >> right. >> it's not -- the comps are not what -- that's not where you go. >> they do two-year stack and it's not easy to compare. b

by the way, don't miss the first on cnbc interview with box ceo aaron levie at 3:30. look forward to talking with him. another twist in the hillary clinton e-mail controversy. john harwood rejoins us with the details. >> hi, kelly. we were just talking a while ago about the fact that hillary clinton had not been able to put this issue to bed. here is an example of that. jason chaffetz the chairman of the house government oversight company has just told our colleagues at dow jones he will subpoena hillary clinton's e-mails if she does not respond voluntarily to a set of questions that he's forwarding her by friday. now, this is going to be a continuing saga both with that committee as well as the benghazi committee. democrats are counting on republicans to overplay their hand. republicans want to keep this in the news because this of course, is going to be damaging to hillary clinton at least they hope so who is the overwhelming democratic front-runner, kelly. >> john thank you very much. important update on that story for us as well. a lot of moving pieces here. i tur