Calix/$CALX

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About Calix

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 Europe, Americas excluding U.S., and Rest of World.
Ticker
$CALX
Sector
Communication
Primary listing
NYSE
Employees
1,921

Calix Metrics

BasicAdvanced
$2.1B
45.42
$0.73
1.23
-

What the Analysts think about Calix

Analyst ratings (Buy, Hold, Sell) for Calix stock.
Analyst projections of the future price of Calix stock.

Bulls say / Bears say

Demand is accelerating: Q2 revenue reached a record $293.3 million, up 21% year on year, and management guided for another 4% sequential increase in Q3. It also expects 2026 revenue growth towards the upper end of its 15% to 20% range. (Calix)
Calix’s software and services business is beginning to re-accelerate as customers adopt its AI-native Calix One platform. Q2 software and service revenue reached a record $50.5 million, recurring-performance obligations rose year on year, and new agentic workflows could support higher subscriber revenue and software margins. (Calix, Calix)
The model is showing operating leverage alongside growth. Non-GAAP operating expenses fell to about 42% of Q2 revenue from 45% in the prior quarter, while Calix ended the period with $194 million of cash and investments after repurchasing $69 million of shares. (Benzinga, Calix)
Higher memory costs are squeezing hardware profitability. Appliance gross margin fell to 52.9% in Q2, while Q3 non-GAAP gross-margin guidance implies a further decline; surcharges are designed to recover costs rather than add profit. (Calix)
Calix remains heavily dependent on the US market, which supplied 95% of Q2 revenue, while international revenue fell year on year. That concentration leaves growth more exposed to US broadband investment cycles and delays to programmes such as BEAD. (MarketScreener, Ticker Report)
Near-term revenue visibility may be uneven because customers are managing inventories more tightly in response to memory costs, while BEAD-related demand is taking longer to arrive in some areas. This could make quarterly growth and forecasts more volatile even if the longer-term demand case holds. (Calix, Ticker Report)
Data summarised monthly by Lightyear AI. Last updated on 24 Sept 2026.

Calix Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

Calix Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

Funds containing Calix

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