That 'analyis', i.e., “Box Will Hit $1 Billion In Revenues Before You Know It”, is the type of wild claim that people will look back years from now as a great example of the irrational exuberance of this age.
I don't know man. They're in the same industry as other large enterprise vendors. If their product works, and it costs more than $15 a user, and they have many 10k user companies, they could see that sort of revenue with 7k customers. I think thats totally doable. There are 600k enterprises with over 10k users.