Calix

Calix, Inc. provides cloud and software platforms, systems and services required to realize the unified access network. The firm offers broadband communications access systems and software for fiber and copper-based network architectures that enable communications service providers to transform their networks and connect to their residential and business subscribers. It enables communication service providers to provide a wide range of revenue-generating services from basic voice and data to advanced broadband services over legacy and next-generation access networks. The firm focuses on communications service providers access networks with the portion of the network, which governs available bandwidth and determines the range and quality of services that can be offered to subscribers. It also develops and sells carrier-class hardware and software products. The company was founded by Michael L. Hatfield and Carl E. Russo in August 1999 and is headquartered in San Jose, CA.

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Calix reports robust Q4 results, anticipates strong growth in 2023

Calix delivered strong Q4 results, projecting solid revenue growth and gross margin expansion for 2023.
The company's focus on enabling broadband service providers through innovative offerings and customer success is driving positive market sentiment.
While facing challenges in supply chain management and program complexities, Calix remains optimistic about its growth trajectory and market positioning.
Calix's commitment to execution, innovation, and customer-centric approach underpins its leadership in the communication industry and sets the stage for continued success.

Calix reports record Q1 revenue, eyes growth amid market shifts

Calix's Q1 performance exceeded expectations with record revenue and continued growth.
The company's strengths lie in supply chain improvements, strong balance sheet, and customer loyalty.
Challenges include potential impacts from interest rate changes and varying adoption of managed services.
Opportunities exist in accessing more capital, expanding footprints, and transforming businesses for growth.

Calix reports record revenue and efficiency gains, eyes growth opportunities

Calix's Q2 2023 earnings call highlighted strong financial performance, focus on customer success, and strategic investments in growth opportunities. The company's efficient network solutions and managed services offer scalability and differentiation in the market.

Calix reports record revenue and margin growth, eyes underserved markets

Calix's strong financial performance in Q3 2023 reflects consistent revenue growth, margin expansion, and cash flow generation.
The company's focus on strategic partnerships, innovative services, and community connectivity positions it well for future growth.
While facing challenges in inventory lead times and government funding complexities, Calix is leveraging opportunities in underserved markets and new service offerings.

Calix reports strong Q4 earnings, eyes expansion amid market differentiation

Calix's Q4 performance showcased resilience amidst challenges, with a focus on strengthening financials and strategic positioning for future growth. The company's unique platform and services are key strengths driving expansion and differentiation in the market. Despite near-term challenges, Calix is optimistic about seizing opportunities in 2024 and beyond.

Calix reports strong Q1 earnings, eyes growth through partnerships

Calix's Q1 earnings call highlighted strong financial performance, challenges in the appliance business, and opportunities for growth through partnerships and upcoming investments. The company aims to navigate revenue declines in Q2 and return to growth driven by smaller customer segments.

Calix reports record margins and growth, eyes revenue opportunities

Calix's Q2 performance reflects strong growth with record gross margin and revenue of $198 million.
The company's focus on customer success, platform adoption, and strategic partnerships bodes well for future growth.
Challenges include understanding customer segments, achieving revenue projections, and market dynamics.

Calix reports strong Q3 performance and eyes growth opportunities

Calix delivered a strong Q3 performance with revenue growth, record gross margin, and increased RPOs, reflecting positive market reception and demand for its solutions.
The company's financial strength, strategic focus on customer transition, and upcoming initiatives like the BEAD program offer growth potential and revenue diversification.
While challenges in sustaining growth and managing expenses exist, Calix's opportunities lie in expanding its customer base, enhancing product offerings, and driving innovation.
Investors should monitor Calix's execution on its growth strategies, customer transition initiatives, and the BEAD program for insights into its future performance and market positioning.

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SAN JOSE, Calif. & LONDON--(BUSINESS WIRE)--Today, at its annual customer success and innovation conference, Calix, Inc. (NYSE: CALX) announced significant innovations to its broadband platform that will enable broadband service providers (BSPs) to quickly scale their business markets. Enhancements to the Calix platform will allow BSPs to equip a wider variety of businesses with the services they need to thrive. The evolution of Calix SmartBiz™ will give BSPs more ways to simplify secure manage.

Calix Announces Next Innovations to Its Broadband Platform So Customers Can Rapidly Scale to the Business Market

SAN JOSE, Calif.--(BUSINESS WIRE)--Today at Calix ConneXions 2023, broadband platform company Calix, Inc. (NYSE: CALX) announced it will enable customers to leverage their investment in Calix SmartTown™ to support first responders in their regions—at no incremental cost. Broadband service providers (BSPs) will be able to easily support critical first responder services with the community-wide connectivity enabled by SmartTown. As the trusted innovation partners to the rural and suburban communi.

Calix Extends SmartTown To Support First Responders, Expanding the Positive Impact Broadband Providers Can Make in Their Communities

SAN JOSE, Calif.--(BUSINESS WIRE)--Today, at its annual customer success and innovation conference, broadband platform company Calix, Inc. (NYSE: CALX) announced new ways for broadband service providers (BSPs) to delight residential subscribers. HomeOfficeIQ™ will enable BSPs to offer their residential subscribers a cellular backup capability for their home network that ensures critical connected devices and services stay online, even if extraordinary circumstances should cause an outage. When.

Calix HomeOfficeIQ Is the Latest SmartHome Managed Service To Enable Broadband Providers To Raise the Bar for Subscriber Experiences and Expand Their Markets

SAN JOSE, Calif.--(BUSINESS WIRE)--This week, at its annual customer event, Calix, Inc. (NYSE: CALX) announced a series of powerful advancements for its cloud and software broadband platform that will further enable any broadband service provider (BSP) to expand into new markets and grow their entire community. With a robust portfolio of managed services that are fully integrated for the platform, BSPs have everything they need to deliver world-class experiences for single-family homes, communi.

Broadband Providers Will Expand for Entire Communities by Leveraging the Calix Broadband Platform and a Growing Portfolio of Managed Services

Calix has a strong position in the market through its focus on network service levels and managed services. CALX is reshaping the broadband market with its service-oriented approach, streamlining infrastructure and offering higher levels of customer satisfaction. I am seeking a more proven track record of maintaining strong growth during economic downturns and consistent cash generation to become bullish.

Calix: Promising Company But Remain Cautious For Now

SAN JOSE, Calif.--(BUSINESS WIRE)--Calix, Inc. (NYSE: CALX) announces a partnership with BOYCOM Cablevision, Inc. (BOYCOM), a rural cable operator serving Butler, Wayne, Carter, and Ripley counties in southeast Missouri. BOYCOM will soon deploy the complete Calix broadband platform to fully transform into a broadband managed service provider. By leveraging managed services that are integrated on the platform, BOYCOM can easily deliver exceptional subscriber experiences that redefine their brand.

Visionary Cable Pioneer BOYCOM To Leverage the Entire Calix Broadband Platform, Building on 30 Years of Success for Southeast Missouri

SAN JOSE, Calif.--(BUSINESS WIRE)--Calix, Inc. (NYSE:CALX) today announced that on Monday, October 23, 2023, after market close, the company will post on the Calix Investor Relations website its third quarter 2023 stockholder letter for the period ended September 30, 2023. The posting of the letter and corresponding conference call are adjusted a few days later this quarter due to the Company's annual ConneXions innovation and customer success conference, which will be held October 14-17 in Las.

Calix to Post Third Quarter 2023 Results on October 23, 2023

SAN JOSE, Calif.--(BUSINESS WIRE)--Calix, Inc. (NYSE: CALX) announced today that Brandenburg Telecom (Brandenburg) is growing their Bark social media monitoring offering to help protect more families in their Kentucky community. After launching Bark weeks earlier, the broadband service provider (BSP) expects to deliver the AI-enabled social media monitoring tool to three times more families in the next few months. Because Bark is offered as a managed service on the Calix broadband platform, it.

Six Weeks After Deployment, Brandenburg Telecom Grows Bark Offering To Help Protect 3X More Kentucky Families From Social Media Harm

Jabil

AUBURN HILLS, Mich. & SAN JOSE, Calif.--(BUSINESS WIRE)--Calix, Inc. (NYSE: CALX) today affirmed its commitment to “Build America, Buy America” (BABA) for the Broadband Equity, Access, and Deployment (BEAD) program during a special event held at a manufacturing facility in Auburn Hills, Michigan, operated by Jabil Inc (NYSE: JBL). This commitment includes expanding a manufacturing services agreement with Jabil at its Michigan facility. Calix was joined by government leaders United States Assist.

Calix Continues 24-Year Leadership in US Rural Broadband by Expanding Strategy To Include American Manufacturing, Ensuring Full Participation in the Broadband Equity, Access, and Deployment (BEAD) Program

AUBURN HILLS, Mich.--(BUSINESS WIRE)--Calix, Inc. (NYSE: CALX) will today affirm its commitment to “Build America, Buy America” (BABA) for the Broadband Equity, Access, and Deployment (BEAD) program at an event held at a manufacturing facility operated by its strategic manufacturing solutions provider, Jabil Inc (NYSE: JBL). WHAT: Calix will announce its strategy to expand its hardware manufacturing relationships in the United States (US). With an initial investment from Calix of $4 million to.

Calix To Continue 24-Year Leadership in US Rural Broadband, Affirming Commitment to BEAD ‘Build America, Buy America'

SAN JOSE, Calif.--(BUSINESS WIRE)--Calix, Inc. (NYSE: CALX) today announced that Tombigbee Fiber, LLC (Tombigbee) continues to transform life in northern Mississippi by deploying SmartTown™ community-wide Wi-Fi on the Calix broadband platform. With Friday night football games being the cultural heartbeat of small towns, Tombigbee kicked off the deployment of SmartTown to connect nine high school football fields ahead of football season. The far-reaching capabilities of a single platform from Ca.

Tombigbee Fiber Revolutionizes the Friday Night Football Experience, Enabling 9 School Football Fields With Cutting-Edge Calix SmartTown Technology

SAN JOSE, Calif. & LONDON--(BUSINESS WIRE)--Calix, Inc. (NYSE: CALX) today announced that Calix SmartBiz™ is available in the United Kingdom (UK). Now, alternative service providers (altnets) can expand their markets with a managed service purpose-built to meet the specific needs of the 5.5 million small and medium-sized enterprises (SMEs) operating in the UK. SmartBiz on the Calix broadband platform integrates everything altnets need to support SME growth in their communities—managed Wi-Fi (in.

Calix Launches SmartBiz in the UK, Equipping Altnets With Industry-First Solution to Address the Needs of 5.5 Million Small and Medium Enterprises

SAN JOSE, Calif.--(BUSINESS WIRE)--Calix, Inc. (NYSE: CALX) today announced Siyeh Communications (SiyCom) is the first tribally owned broadband service provider (BSP) to deploy Bark social media monitoring on the Calix broadband platform. Ensuring the well-being of young people across the Blackfeet Reservation was such an urgent priority that Bark was the first service SiyCom launched after Managed Wi-Fi. Because Bark is integrated with the Calix broadband platform, they were able to deploy it.

Responding to Urgent Community Need, Siyeh Communications Is First Tribally Owned Broadband Provider To Deploy Bark To Help Protect Children From Social Media Harm

SAN JOSE, Calif.--(BUSINESS WIRE)--Calix, Inc. (NYSE: CALX) announced today that three of the world's leading visionaries on leadership and business transformation—Stephen M. R. Covey, Daniel Pink, and Michael D. Watkins—will share their insights with broadband leaders at Calix ConneXions 2023. General managers and CEOs in attendance will engage with and gather best practices from these experts at keynotes, breakout sessions, meet-and-greets, informal coffee breaks, and intimate luncheons. Acce.

Calix ConneXions 2023 Announces Incredible Leadership Lineup for Broadband Executives, Featuring Stephen M.R. Covey, Daniel Pink, and Michael D.

CHAMPAIGN, Ill. , Aug. 21, 2023 /PRNewswire/ -- Communications Data Group (CDG), in partnership with Calix, Inc. (NYSE: CALX) is pleased to announce that CDG's cloud-based OSS/BSS solution, MBS, now seamlessly integrates with Calix Cloud®, enabling insights for Calix Support and Marketing Cloud persona-based views.

CDG's New Public Cloud OSS/BSS Integration with Calix Cloud Enables Broadband Services Providers to Delight Their Customers

SAN JOSE, Calif.--(BUSINESS WIRE)--Calix, Inc. (NYSE: CALX) today announced advancements for Calix Operations Cloud (Operations Cloud) that revolutionize how broadband operations teams identify, communicate, and resolve network issues to ensure an exceptional subscriber experience. For the first time, broadband service providers (BSPs) can use these advancements to respond in seconds to network disruptions. Previously it would take operations personnel hours to identify, understand, and respond.

Calix Enables Communication of Critical Network Information When and Where BSP Teams Need It

SAN JOSE, Calif.--(BUSINESS WIRE)--Calix, Inc. (NYSE: CALX) announces expanded security measures in Calix SmartBiz™, the industry's only solution purpose-built to enable broadband service providers (BSPs) to seamlessly serve their small business markets. With 43 percent of all cyberattacks targeting businesses with fewer than 250 employees, small and medium business owners need powerful and affordable cybersecurity solutions tailored to their needs. The annual global cost of cybercrime is predi.

Calix Enables BSPs To Protect Small Businesses From Cyberthreats With New Security Capabilities for SmartBiz

SAN JOSE, Calif.--(BUSINESS WIRE)--Calix, Inc. (NYSE: CALX) is strengthening its purpose-driven culture by making Bark social media monitoring a free benefit for all employees in the United States. With this launch, Calix enhances its award-winning culture centered on employee well-being and community impact. The AI-enabled Bark dashboard monitors children's text messages, emails, and over 30 apps and platforms for potential safety concerns. When digital dangers such as cyberbullying or predati.

Calix Offers Bark Free for US Employees So They Can Help Protect Their Children From Social Media Dangers

SAN JOSE, Calif.--(BUSINESS WIRE)--Calix, Inc. (NYSE: CALX) today announced that Tombigbee Fiber, LLC (Tombigbee) continues to evolve as an innovative managed service provider by launching AI-enabled social media monitoring tool, Bark, to their Mississippi community. Because Bark is an integrated solution on the Calix broadband platform, Tombigbee deployed it in just two weeks. The award-winning offering provides parents and guardians with real-time alerts about online dangers such as cyberbull.

Tombigbee Fiber Prioritizes Protecting Children From Social Media Dangers, Launching Bark in 2 Weeks via the Calix Broadband Platform

Calix, Inc. has demonstrated consistent growth in the connectivity solutions sector with nine consecutive quarters of revenue increase and strategic partnerships with Broadband Service Providers. Despite a high P/E ratio indicating possible overvaluation, Calix's strong earnings growth, robust demand, and improving supply chain dynamics make it an attractive investment. Potential risks include prolonged silicon lead times, aggressive investment strategy, and challenges in inventory management.

Calix: A Connectivity Solutions Powerhouse With Unprecedented Growth

SAN JOSE, Calif.--(BUSINESS WIRE)--Calix, Inc. (NYSE: CALX) announced today that one of the world's most influential experts on trust, leadership, and ethics in business—Stephen M. R. Covey—will deliver the keynote address at Calix ConneXions 2023. In this highly anticipated session, Covey will conduct a vibrant discussion with attendees that demystifies trust in business as merely a “soft skill.” Covey developed his groundbreaking thesis on the role of trust in business in the New York Times a.

Stephen M. R. Covey To Deliver ConneXions Keynote on the Power of Expanding Trust as Broadband Service Providers Transform their Communities and Business Model

Calix, Inc. (NYSE:CALX ) Q2 2023 Earnings Conference Call July 20, 2023 8:30 AM ET Company Participants Jim Fanucchi - VR, IR Michael Weening - President and CEO Cory Sindelar - CFO Conference Call Participants George Notter - Jefferies Ryan Koontz - Needham & Company Christian Schwab - Craig-Hallum Capital Group Samik Chatterjee - JPMorgan Michael Genovese - Rosenblatt Securities Timothy Savageaux - Northland Capital Markets Greg Mesniaeff - WestPark Capital Scott Searle - Roth Operator Greetings everyone, and welcome to the Calix Second Quarter 2023 Earnings Conference Call. At this time, all participants are in a listen-only mode.

Calix, Inc. (CALX) Q2 2023 Earnings Call Transcript

Calix (CALX) came out with quarterly earnings of $0.36 per share, beating the Zacks Consensus Estimate of $0.31 per share. This compares to earnings of $0.22 per share a year ago.

Calix (CALX) Q2 Earnings and Revenues Surpass Estimates

SAN JOSE, Calif.--(BUSINESS WIRE)--Calix, Inc. (NYSE: CALX) today announced unaudited financial results for its second quarter 2023, 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, along with accompanying supplemental financial information. A conference call to discuss these results with President & CEO Michael Wee.

Calix Releases Second Quarter 2023 Financial Results

SAN JOSE, Calif.--(BUSINESS WIRE)--Calix, Inc. (NYSE: CALX) announced today that longtime customer ALLO Communications (ALLO) has secured $650 million in sustainable financing, driven in part by their investment in the Calix broadband platform—Calix Intelligent Access EDGE™, Calix Cloud®, and Calix Revenue EDGE™. Sustainable finance is an investment that considers the environmental, social, and governance (ESG) factors of an economic activity or project. ALLO's newly secured financing will help.

ALLO Communications Secures $650 Million in Sustainable Financing To Accelerate Growth With the World's Most Energy-Efficient Broadband Platform From Calix

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