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 7,457 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
23% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 30
0% more funds holding
Funds holding: 250 [Q4 2024] → 251 (+1) [Q1 2025]
1% less capital invested
Capital invested by funds: $2B [Q4 2024] → $1.98B (-$18.4M) [Q1 2025]
4% less repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 92
10% less call options, than puts
Call options by funds: $13.7M | Put options by funds: $15.2M
2.59% less ownership
Funds ownership: 86.32% [Q4 2024] → 83.73% (-2.59%) [Q1 2025]
50% less funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 2 (-2) [Q1 2025]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$38
16%
downside
Avg. target
$48
5%
upside
High target
$53
17%
upside
3 analyst ratings
2 positive
67%
1 neutral
33%
0 negative
0%
JP Morgan Samik Chatterjee 59% 1-year accuracy 44 / 74 met price target | 16%downside $38 | Neutral Maintained | 23 Apr 2025 |
Rosenblatt Mike Genovese 65% 1-year accuracy 33 / 51 met price target | 14%upside $52 | Buy Maintained | 23 Apr 2025 |
Needham Ryan Koontz 59% 1-year accuracy 63 / 106 met price target | 17%upside $53 | Buy Reiterated | 23 Apr 2025 |
Financial journalist opinion
Based on 12 articles about CALX published over the past 30 days
Positive
Zacks Investment Research
1 day ago
Calix (CALX) Just Flashed Golden Cross Signal: Do You Buy?
Calix, Inc (CALX) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, CALX's 50-day simple moving average crossed above its 200-day simple moving average, known as a "golden cross.
Neutral
Business Wire
2 days ago
NextLight Enables Rapid Business Innovation With Calix SmartBiz, Building on Achievement As Colorado's First Gig City
SAN JOSE, Calif.--(BUSINESS WIRE)---- $CALX #calix--Calix, Inc. (NYSE: CALX) today announced that NextLight—a municipally-owned broadband service provider (BSP)—is leveraging Calix SmartBiz™ and the Calix Broadband Platform as their comprehensive small business service solution for Longmont, Colorado. NextLight, renowned for exceptional residential experiences—especially among gamers—is now helping support local economic growth with SmartBiz, a purpose-built managed service to enhance productivity, efficiency,.
Neutral
Business Wire
1 week ago
United Fiber Sees 25 Percent Sales Spike in Competitive Small Business Market With Calix SmartBiz
SAN JOSE, Calif.--(BUSINESS WIRE)---- $CALX #calix--Calix, Inc. (NYSE: CALX) today announced that United Fiber achieved a 25 percent surge in sales and a 10 percent acquisition-related lift in average revenue per user (ARPU) within a single month by making the award-winning SmartBiz™ the centerpiece of their small business go-to-market strategy. SmartBiz enables broadband service providers (BSPs) like United Fiber to differentiate in competitive business markets by going beyond connectivity to become catalysts.
Neutral
Business Wire
2 weeks 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 weeks 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
3 weeks 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
3 weeks 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
3 weeks 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
3 weeks 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
3 weeks 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.
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