CalixCALX
CALX
About: Calix Inc develops, markets and sells its appliance-based platform, cloud and managed services that enable service providers of all types and sizes to innovate and transform their businesses. The company's customers utilize the real-time data and insights from Calix platforms to simplify their business and deliver experiences that excite their subscribers. The resulting growth in subscriber acquisition, loyalty and revenue creates more value for their businesses and communities. The Company's revenue is principally derived in the United States and it also has its presence in Middle East & Africa, Europe, Asia Pacific and other markets.
Employees: 1,820
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 4 (+2) [Q4]
36% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 33
14% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 80
4% more funds holding
Funds holding: 239 [Q3] → 249 (+10) [Q4]
0.44% less ownership
Funds ownership: 86.75% [Q3] → 86.31% (-0.44%) [Q4]
10% less capital invested
Capital invested by funds: $2.21B [Q3] → $2B (-$218M) [Q4]
84% less call options, than puts
Call options by funds: $7.28M | Put options by funds: $44.9M
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$38
7%
downside
Avg. target
$48
17%
upside
High target
$53
30%
upside
3 analyst ratings
2 positive
67%
1 neutral
33%
0 negative
0%
JP Morgan Samik Chatterjee 51% 1-year accuracy 38 / 75 met price target | 7%downside $38 | Neutral Maintained | 23 Apr 2025 |
Rosenblatt Mike Genovese 49% 1-year accuracy 24 / 49 met price target | 27%upside $52 | Buy Maintained | 23 Apr 2025 |
Needham Ryan Koontz 37% 1-year accuracy 39 / 105 met price target | 30%upside $53 | Buy Reiterated | 23 Apr 2025 |
Financial journalist opinion
Based on 12 articles about CALX published over the past 30 days
Neutral
Business Wire
1 day ago
Jade Communications Grows NPS 32 Points in 2 Years, Deploying Calix SmartLife To Outperform Competitors With Superior Subscriber Experiences
SAN JOSE, Calif.--(BUSINESS WIRE)---- $CALX #calix--Today, Calix, Inc. (NYSE: CALX) announced that Jade Communications is leading as a broadband experience provider (BXP) by prioritizing subscriber experiences over speeds and feeds. As a result, they have increased their already impressive Net Promoter Score℠ (NPS®) by 32 points in two years—to earn an overall score of 83. Jade differentiates using the Calix Broadband Platform and SmartLife™ managed services to deliver secure, personalized subscriber experience.
Neutral
Business Wire
2 days ago
Calix Announces Upcoming Investor Events
SAN JOSE, Calif.--(BUSINESS WIRE)--Calix, Inc. (NYSE: CALX) today announced that Calix management will participate in the upcoming investor events: Event: Needham Technology, Media & Consumer 1x1 Conference (virtual) Date: May 9, 2025 Participants: Carl Russo, Chairman & Cory Sindelar, CFO Event: JP Morgan Global Technology, Media and Communications Conference Date: May 13, 2025 Presentation Time: 4:30 p.m. ET Location: Boston, MA Participant: Carl Russo, Chairman & Cory Sindela.
Positive
Seeking Alpha
6 days ago
Calix: On The Sidelines After Recent Strength
Calix reported a strong quarter with revenue growth of 7% YoY, driven by demand pull-forward and progress in its SaaS and subscription model transition. Despite a bullish stock run, the current valuation at ~53x forward EPS seems extended; a more attractive entry point would be around 22-24x 2026 P/E. Q2 revenue guidance appears soft due to macroeconomic challenges and demand pull-forward, but annualized growth remains promising.
Positive
Seeking Alpha
1 week ago
Q1 Reinforced My Bullish View On Calix's Platform Evolution
Calix, Inc. has successfully transitioned from hardware to a cloud-focused platform, helping broadband providers enhance customer experiences and expand digital access in underserved areas. Strong Q1 2025 results, with EPS and revenue beating estimates, highlight solid execution and a shift towards high-margin, recurring-revenue solutions. The company's robust cash position, ongoing share buybacks, and potential growth from BEAD funding and new customer wins bolster long-term potential.
Neutral
PRNewsWire
1 week ago
Telecom Leaders Unite to Champion Next Generation Technologies So Rural Communities Can Thrive
Legacy copper networks are no longer the most viable means to deliver the high-speed connectivity that families and communities need to compete, thrive and grow in today's world CHARLOTTE, N.C. , April 23, 2025 /PRNewswire/ -- Today, a group of leading telecommunications companies published a strategic paper outlining the advantages of fiber optic, wireless, satellite and coaxial cable technologies for connectivity as copper networks across the country continue to deteriorate and become obsolete.
Neutral
Seeking Alpha
1 week ago
Calix, Inc. (CALX) Q1 2025 Earnings Call Transcript
Calix, Inc. (NYSE:CALX ) Q1 2025 Earnings Conference Call April 22, 2025 8:30 AM ET Company Participants Nancy Fazioli - VP, IR Michael Weening - President and CEO Cory Sindelar - CFO Conference Call Participants Ryan Koontz - Needham and Company Michael Genovese - Rosenblatt Securities Samik Chatterjee - JPMorgan Christian Schwab - Craig-Hallum Tim Savageaux - Northland Capital Markets Scott Searle - ROTH Capital Partners Operator Greetings, and welcome to the Calix First Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen only mode.
Positive
Zacks Investment Research
1 week ago
Calix (CALX) Tops Q1 Earnings and Revenue Estimates
Calix (CALX) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.21 per share a year ago.
Neutral
Business Wire
1 week ago
Calix Releases First Quarter 2025 Financial Results
SAN JOSE, Calif.--(BUSINESS WIRE)--Calix, Inc. (NYSE: CALX) today announced unaudited financial results for its first quarter of 2025, which have been posted as a letter to stockholders to the investor relations section of its website. Please visit the Calix investor relations website at https://investor-relations.calix.com to view the letter to stockholders. A conference call to discuss these results with President and CEO Michael Weening and CFO Cory Sindelar will be held tomorrow, April 22,.
Neutral
Business Wire
1 week ago
Calix Increases Stock Repurchase Authorization by An Additional $100 Million
SAN JOSE, Calif.--(BUSINESS WIRE)--Calix, Inc. (NYSE: CALX) today announced that its board of directors increased the authorization to repurchase the Company's common stock by an additional $100 million under the existing stock repurchase program. Under the repurchase program, repurchases can be made from time to time using a variety of methods, which may include open market purchases, privately negotiated transactions or otherwise, all in accordance with the rules of the Securities and Exchang.
Neutral
Business Wire
2 weeks ago
YK Communications and Calix University Grow a Competitive Workforce That Wins on Broadband Experiences
SAN JOSE, Calif.--(BUSINESS WIRE)---- $CALX #calix--Today, Calix, Inc. (NYSE: CALX) announced that Texas-based YK Communications is partnering with Calix University to train and build a competitive workforce on their journey to become a broadband experience provider (BXP). Calix University, from the award-winning Calix Success team, is transforming broadband workforces by offering specialized training programs that enhance employee expertise and build new skills. Guided by Calix University's team, YK increased.
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