CALIX, INC SEC 10-K Report
Calix, Inc. has released its 2025 10-K report, highlighting significant financial growth with total revenue reaching $1,000.0 million and a return to net profitability. The report details robust performance driven by platform, cloud, and managed services, primarily in the U.S. market, alongside strategic initiatives like increased AI investment and a stock repurchase program. Despite challenges such as supply chain reliance, regulatory changes, market competition, and cybersecurity risks, Calix is employing strategies like supply chain diversification, international expansion, and enhanced cybersecurity to mitigate threats and sustain growth.
Massive Midwest fiber build taps AI to reach underserved towns
Helexon, a major recipient of BEAD grant funding, has selected Calix's One platform for a multi-year fiber broadband deployment across Illinois, Indiana, Kentucky, and Michigan. This initiative aims to bring next-generation broadband experiences to underserved residential, business, and community markets. The Calix One platform, which is AI-native, will enable Helexon to automate workflows, streamline operations, and scale efficiently while delivering personalized services.
Calix One Launches as Only AI-Native Platform for Service Providers, Enabling Them To Deliver Personalized Experiences at Scale
Calix, Inc. has launched Calix One, an AI-native platform designed for communication service providers (CSPs) to deliver personalized subscriber experiences at scale. This unified platform integrates appliances, cloud software, AI-powered agents, and managed services to help CSPs acquire and retain subscribers, grow revenue, and reduce operational costs. Calix One was developed in partnership with Google Cloud and is already being adopted by early customers like ALLO Communications, Tombigbee Fiber, and Conexon Connect, who report significant improvements in Net Promoter Scores, revenue per user, and decreased operational expenses.
Calix Launches Calix One Platform to Drive AI Transformation
Calix has launched its Calix One Platform, integrating its entire portfolio into a unified system with AI-driven agents, in partnership with Google Cloud. This platform aims to simplify business workflows for communication service providers, enhance customer acquisition, and reduce churn. A significant investment of $2 billion over 15 years underscores Calix's commitment to transforming the industry through AI, with a full customer transition expected by March 2026.
Calix One Launches as Only AI-Native Platform for Service Providers, Enabling Them To Deliver Personalized Experiences at Scale
Calix, Inc. has launched Calix One, an AI-native platform designed for communication service providers (CSPs) to deliver personalized experiences at scale. This platform unifies appliances, cloud software, AI agents, and managed services to help CSPs acquire subscribers, grow revenue, and increase loyalty by operationalizing secure agentic AI within existing workflows. Early adopters like ALLO Communications, Tombigbee Fiber, and Conexon Connect have already seen success with higher Net Promoter Scores, rapid growth, increased ARPU, and reduced operational expenses.
Calix One Launches as Only AI-Native Platform for Service Providers, Enabling Them To Deliver Personalized Experiences at Scale
Calix has launched Calix One, an AI-native platform designed for telecommunication service providers to deliver personalized experiences at scale, acquire subscribers, grow revenue, and increase loyalty. The platform unifies appliances, cloud software, AI agents, and managed services, developed in partnership with Google Cloud, and is already being adopted by a third of Calix customers. Early adopters like ALLO Communications, Tombigbee Fiber, and Conexon Connect have seen significant improvements in NPS, growth, ARPU, and reduced operational expenses.
Calix (CALX) Could Find a Support Soon, Here's Why You Should Buy the Stock Now
Calix (CALX) shares have recently formed a hammer chart pattern, suggesting a potential support level and trend reversal after an 8.2% loss over four weeks. This technical indicator, combined with strong upward revisions in earnings estimates by Wall Street analysts and a Zacks Rank #2 (Buy), points to improved prospects for the company. Investors should consider these factors as a bullish signal for the stock's near-term performance.
Calix Incorporated (CALX) offers compelling entry point amid recent dip
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Is Calix’s (CALX) Smarter Home Tools Quietly Redefining Its Long-Term Platform Moat?
Calix, Inc. recently expanded its SmartHome and cloud platforms with HomeOfficeIQ and an upgraded Engagement Cloud, aiming to strengthen subscriber loyalty and create new revenue streams for broadband providers. This move reinforces Calix's shift from hardware to high-margin, cloud-based services, with the success of its AI-enabled platform in driving ARPU and adoption being a key catalyst. While analysts' forecasts for Calix's future revenue and earnings vary, the company's long-term plan targets $1.3 billion in revenue and $195.4 million in earnings by 2028, with current valuations suggesting a significant upside.
Is Calix’s (CALX) Smarter Home Tools Quietly Redefining Its Long-Term Platform Moat?
Calix, Inc. recently expanded its SmartHome and cloud platforms with HomeOfficeIQ and enhanced Engagement Cloud tools, aiming to deepen its role in secure home connectivity and data-driven marketing for broadband providers. These new offerings reinforce Calix's strategic shift from a hardware-centric model to a higher-margin software and cloud platform, focusing on increasing subscriber loyalty and recurring revenue. While the additions support Calix's service-led investment narrative and could drive higher ARPU, challenges such as customer concentration and competition remain relevant for investors.
Calix, Inc $CALX Shares Purchased by Public Sector Pension Investment Board
The Public Sector Pension Investment Board increased its stake in Calix, Inc. by 17.8% in Q3, bringing its total to 231,786 shares valued at approximately $14.2 million. Calix reported strong Q4 results, surpassing analyst estimates with $0.39 EPS and $272.4 million in revenue, leading to a "Moderate Buy" consensus rating from analysts with an average price target of $77.50. Additionally, the company's board approved a $125 million share buyback program, signaling confidence in the stock's potential undervaluation.
New Calix tool to keep home workers online when internet goes down
Calix (NYSE: CALX) has launched HomeOfficeIQ, a new solution designed to help service providers maintain secure internet connectivity for home networks even during outages. This tool uses cellular failover, allowing households to prioritize critical devices and applications during disruptions, an important feature given that 37% of subscribers now rely on home internet for work. HomeOfficeIQ aims to enhance subscriber loyalty and drive average revenue per user (ARPU) for service providers by offering reliable and secure connectivity.
Calix Launches New Platforms As Valuation Suggests Upside Despite Weak Momentum
Calix (NYSE:CALX) has launched HomeOfficeIQ for SmartHome and an upgraded Engagement Cloud, aiming to enhance reliable home connectivity and customer engagement for service providers. Despite a mixed return profile and recent short-term stock pressure, Calix's valuation suggests significant upside, trading about 30% below analyst targets and 53% below Simply Wall St's estimated fair value. Investors will observe how these new products impact subscriber behavior and financial performance, given the company's high P/E ratio and the importance of execution.
The Zacks Analyst Calix, Teradata and Lumen
The article highlights three mid-sized AI infrastructure stocks—Calix Inc. (CALX), Teradata Corp. (TDC), and Lumen Technologies Inc. (LUMN)—that are poised for growth in 2026 after strong fourth-quarter 2025 earnings. All three companies carry a Zacks Rank of #1 (Strong Buy) or #2 (Buy) and are leveraging AI to enhance their respective services and drive future revenue and earnings growth. The analysis points to their potential to become "game changers" in the AI infrastructure segment, offering alternatives to overstretched AI bigwigs.
Calix Launches HomeOfficeIQ So Service Providers Can Keep Home Networks Securely Connected—and Drive ARPU Growth—Even During Unavoidable Outages
Calix has launched HomeOfficeIQ within its Calix Platform, aiming to help service providers maintain secure home network connectivity even during outages using cellular failover. This new solution allows households to manage and prioritize devices through the Command IQ app, leveraging existing security features like Protect IQ and Experience IQ. The offering is designed to boost subscriber loyalty, increase average revenue per user (ARPU) for service providers, and provide essential connectivity for remote work, school, and telehealth.
Calix Launches HomeOfficeIQ So Service Providers Can Keep Home Networks Securely Connected—and Drive ARPU Growth—Even During Unavoidable Outages
Calix, Inc. has introduced HomeOffice IQ, a new solution within its SmartHome platform designed to help service providers maintain secure internet connectivity for homes even during network outages. This feature allows subscribers to manage and prioritize devices through cellular network failover, ensuring critical work and school activities remain uninterrupted. The offering aims to enhance subscriber loyalty and create new revenue streams for service providers by addressing the growing reliance on secure home internet for employment.
Discipline and Rules-Based Execution in CALX Response
This article provides an in-depth analysis of Calix Inc (NASDAQ: CALX) using AI-generated signals with a focus on disciplined, rules-based execution. It identifies positive near-term sentiment while noting a mid-term weak bias within a long-term strong context. The analysis also presents three distinct institutional trading strategies—Position, Momentum Breakout, and Risk Hedging—tailored to different risk profiles.
Calix Incorporated (CALX) Offers Compelling Entry Point Amid Recent Dip
Calix Incorporated (NYSE: CALX) is considered a compelling investment opportunity despite a recent dip in its stock price. Analysts from Rosenblatt and Craig-Hallum maintained "Buy" ratings, reducing price targets but still projecting significant upside. The company, a technology provider for broadband services, is expected to see strong performance in 2026, driven by factors like the BEAD opportunity and upcoming catalysts.
Next-Generation Calix Engagement Cloud and Mobile App Enable Providers To Make Every Subscriber Feel Like an Audience of One
Calix has launched the next generation of its Engagement Cloud and enhanced its Command IQ mobile app to enable service providers to deliver highly personalized offers to residential and business subscribers. These updates include in-app promo tiles, advanced segmentation with geomapping, and a new business intelligence dashboard to improve campaign performance and customer lifetime value. The goal is to lay the groundwork for future AI-driven marketing automation through the Calix Agent Workforce.
Your internet provider’s new Calix tools aim to tailor offers just for you
Calix Inc. has launched the next generation of its Engagement Cloud and enhancements to its Command IQ mobile app, designed to help service providers deliver personalized offers to residential and business subscribers. These new tools aim to increase customer lifetime value (CLV) and average revenue per user (ARPU) by enabling targeted campaigns that resonate with individual subscriber preferences. The platform also lays the groundwork for future AI-driven marketing automation, addressing a key customer desire for tailored experiences.
Calix Launches Next-Gen Engagement Cloud to Enhance Subscriber Personalization
Calix has launched an updated Engagement Cloud designed to help service providers personalize offers and boost subscriber engagement, leading to increased customer lifetime value and average revenue per user (ARPU). Service providers have already seen significant ARPU growth after implementing the system. The platform includes automated marketing tools and support from the Calix Success organization to further enhance marketing efforts and competitive edge.
Calix (CALX) Is Up 19.1% After Profit Return, Higher Buyback And AI Push - Has The Bull Case Changed?
Calix (CALX) recently reported a return to profitability in Q4 2025 with $272.45 million in revenue, issued strong Q1 2026 guidance, and expanded its share repurchase program to $425 million. The company is also highlighting its agentic AI platform, suggesting a focus on both shareholder returns and long-term growth in broadband and AI. While these developments support the stock's near-term narrative, Calix still trades at a richer sales multiple than peers and relies heavily on continued broadband investment.
Calix Inc (CALX) Stock Price Up 5.21% on Feb 9
Calix Inc (CALX) saw its stock price surge by 5.21% on February 9th, closing at $55.95, which is 95.60% above its 52-week low. Wall Street analysts maintain an "Outperform" rating with an average price target implying a 26.23% upside, while GuruFocus's GF Value suggests a potential 9.99% downside from the current price. This report was generated using automated technology and reviewed by the GuruFocus editorial team.
Calix (CALX) Is Up 19.1% After Profit Return, Higher Buyback And AI Push - Has The Bull Case Changed?
Calix (CALX) reported strong Q4 2025 results, returning to profitability with $272.45 million in revenue and issuing optimistic Q1 2026 guidance. The company also expanded its share repurchase authorization to $425 million and is pushing its agentic AI platform, indicating a focus on both shareholder returns and long-term growth in broadband and AI services. Despite these positive developments, the article notes that Calix still trades at a high sales multiple compared to peers, and investor views on its fair value vary widely.
Calix (NYSE:CALX) Downgraded by Wall Street Zen to Buy
Wall Street Zen has downgraded Calix (NYSE:CALX) from a "strong-buy" to a "buy" rating, though its consensus remains a "Moderate Buy" with an average target price of $77.50. The company recently surpassed Q4 earnings estimates with EPS of $0.39 and revenue of $272.4 million, also authorizing a $125 million share repurchase program. Despite strong Q4 performance, analysts anticipate a negative EPS for the current fiscal year.
Calix, Inc (NYSE:CALX) Given Consensus Recommendation of "Moderate Buy" by Brokerages
Calix, Inc (NYSE:CALX) has received a "Moderate Buy" consensus rating from brokerages, with an average one-year price target of $77.50. The company recently surpassed its quarterly earnings and revenue estimates, reporting a 32.2% year-over-year revenue increase, and announced a $125 million share repurchase program. Several institutional investors have adjusted their positions in Calix, and analysts have updated their ratings and price targets for the stock.
Penserra Capital Management LLC Has $9.82 Million Stock Holdings in Calix, Inc $CALX
Penserra Capital Management LLC significantly reduced its stake in Calix, Inc. ($CALX) by 37.4% in the third quarter, now holding 160,066 shares valued at approximately $9.82 million. Despite this, institutional investors collectively own 98.14% of Calix's stock. Calix slightly surpassed Q4 earnings estimates, reported strong revenue growth, and authorized a $125 million share repurchase program, while analysts maintain a "Moderate Buy" rating with an average target price of $77.50.
Mirae Asset Global Investments Co. Ltd. Acquires Shares of 24,894 Calix, Inc $CALX
Mirae Asset Global Investments Co. Ltd. has acquired 24,894 shares of Calix, Inc ($CALX) in Q3, valued at approximately $1.53 million, as per its latest 13F filing. Calix, a communications equipment provider, reported strong Q4 results with revenue up 32.2% year-over-year and EPS beating estimates, and its board authorized a $125 million share buyback program. Analysts maintain a "Moderate Buy" consensus rating for Calix with an average price target of $77.50, and institutional ownership stands at about 98%.
Calix's (NYSE:CALX) Earnings May Just Be The Starting Point
Despite initial investor disappointment, an analysis of Calix's (NYSE:CALX) earnings suggests a more optimistic outlook due to its strong free cash flow. The company's negative accrual ratio indicates that its reported profit significantly understates its cash-generating ability. This, combined with the improvement from a loss last year to a profit this year, suggests that Calix's earnings potential might be underestimated.
Calix CEO Michael Weening To Keynote at MWC26 Barcelona: How Agentic AI Enables an ‘Experience of One’ for Every Subscriber
Calix, Inc. announced that CEO Michael Weening will deliver a keynote at MWC26 Barcelona on March 3, 2026. He will discuss how agentic AI can enable telecommunications service providers to offer a personalized "experience of one" to millions of subscribers, unlock new revenue streams, and redefine growth in the connected world. Weening will be joined by AI ethics researcher Kate Crawford to explore responsible AI implementation.
Calix CEO Michael Weening To Keynote at MWC26 Barcelona: How Agentic AI Enables an ‘Experience of One’ for Every Subscriber
Calix CEO Michael Weening will deliver a keynote address at MWC26 Barcelona, focusing on how agentic AI can revolutionize telecommunications by enabling service providers to deliver personalized "experiences of one" to millions of subscribers. Weening, joined by AI ethics researcher Kate Crawford, will discuss leveraging AI for operational advantage, real-time personalization, new revenue streams, and sustainable growth built on privacy. Calix will also demonstrate its AI-native platform with Google Cloud at the event.
We Think Calix's (NYSE:CALX) Profit Is Only A Baseline For What They Can Achieve
Calix, Inc. reported decent profit numbers last week, but investors were still disappointed. However, an analysis of the company's financials suggests optimism is warranted, as its strong profit is built on solid foundations. The company's accrual ratio of -0.20 for the year to December 2025 indicates that its free cash flow significantly exceeded its statutory profit, suggesting strong underlying earnings potential.
Calix's (NYSE:CALX) Earnings May Just Be The Starting Point
Calix's recent earnings report, while showing decent profit numbers, left investors disappointed, prompting an analysis based on the accrual ratio from cash flow. The analysis suggests that Calix's statutory profit might actually understate its true earning potential, as it generated significantly more free cash flow (US$116m) than its reported profit (US$17.9m) over the last year. This indicates a positive financial health and improved performance compared to the previous year when the company incurred losses.
Calix boosts share repurchase authorization by $125 million
Calix (NYSE: CALX) has announced an increase in its share repurchase authorization by an additional $125 million. This expansion brings the total authorized amount under the program to $225 million, signaling the company's confidence in its financial position and future prospects. The share repurchase program aims to enhance shareholder value.
Earnings call transcript: Calix Q4 2025 revenue hits record, stock drops By Investing.com
Calix (CALX) reported record Q4 2025 revenue of $272 million, a 32% year-over-year increase, and surpassed $1 billion in annual revenue for the first time. Despite meeting EPS forecasts, the stock dropped 16.65% in after-hours trading, reflecting potential investor concerns about future growth or broader market conditions. The company highlighted its third-generation platform launch, partnership with Google Cloud, and an expected $1-1.5 billion opportunity from the BEAD program, anticipating sustained growth into 2026 and beyond.
Earnings call transcript: Calix Q4 2025 revenue hits record, stock drops
Calix (CALX) reported record Q4 2025 revenue of $272 million, a 32% year-over-year increase, and surpassed $1 billion in annual revenue for the first time. Despite meeting EPS forecasts, the stock dropped 16.65% in after-hours trading. The company launched its third-generation platform, partnered with Google Cloud, and provided Q1 2026 revenue guidance between $275 million and $281 million, anticipating 10-15% growth for the year with significant monetization of its Agent Workforce Cloud expected in late 2026 and 2027.
Calix, Inc $CALX Shares Sold by New York State Common Retirement Fund
The New York State Common Retirement Fund decreased its holdings in Calix, Inc. (NYSE:CALX) by 21.2% in the third quarter, selling 58,500 shares and retaining 216,878 shares valued at $13.31 million. Other institutional investors also adjusted their positions in Calix, which last reported earnings of $0.39 per share, exceeding consensus estimates. Analysts have a "Moderate Buy" rating for CALX with an average price target of $77.50.
Federated Hermes Inc. Makes New $7.09 Million Investment in Calix, Inc $CALX
Federated Hermes Inc. has made a new $7.09 million investment in Calix, Inc., acquiring 115,536 shares, representing 0.18% ownership. This comes as Calix reported strong Q3 earnings, beating EPS estimates and announcing a $125 million share buyback program. Analyst ratings are generally positive for Calix, with an average "Moderate Buy" rating and a target price of $77.50.
Calix (CALX) stock jumps as buyback talk returns and traders eye Feb. 24 investor day
Calix (CALX) stock rose significantly after its recent quarterly update, which showed record results but also noted potential margin pressure due to a cloud platform migration. Investors are now looking forward to the company's investor day on February 24th for more details on its financial outlook and the platform transition. The company also increased its share buyback authorization, signaling confidence despite near-term headwinds.
Calix Inc (CALX) Shares Up 6.2% on Feb 2
Shares of Calix Inc (CALX) rose by 6.20% on Feb 2, reaching $47.44. Wall Street analysts have an average target price of $70.63, implying a 48.87% upside, with a consensus "Outperform" rating from 8 brokerage firms. GuruFocus estimates a one-year GF Value of $50.14 for CALX, suggesting a 5.69% upside from its current price.
Calix (CALX) Is Down 17.6% After Record 2025 Results and Expanded Buyback Amid Margin Pressure
Calix (CALX) reported record Q4 2025 revenue of US$272.45 million and full-year revenue of US$1.00 billion, with net income of US$17.88 million. Despite these record results, the stock dropped 17.6% due to management flagging near-term gross margin pressure from cloud transition costs and a softer Q1 outlook. Calix also expanded its share repurchase authorization to US$425 million, signaling long-term confidence despite short-term challenges.
Calix (CALX) Is Down 17.6% After Record 2025 Results and Expanded Buyback Amid Margin Pressure
Calix (CALX) experienced a 17.6% stock drop despite reporting record Q4 and full-year 2025 revenues and expanding its share repurchase authorization to US$425 million. The decline is attributed to management flagging near-term gross margin pressure from cloud transition costs and a softer Q1 margin outlook. The company's investment narrative hinges on its broadband platform strategy, balancing ongoing investment with current market challenges.
Lisanti Capital Growth LLC Boosts Holdings in Calix, Inc $CALX
Lisanti Capital Growth LLC has significantly increased its stake in Calix, Inc. (NYSE:CALX) by 118.4%, now owning 81,321 shares valued at approximately $4.99 million. This move comes as institutional investors collectively own 98.14% of the company, despite recent insider sales totaling $33.45 million. Calix recently beat Q4 EPS estimates and authorized a $125 million share repurchase, but warned of potential Q1 margin pressure, leading to a "Moderate Buy" consensus from analysts with an average price target of $77.50.
Calix stock price target lowered to $70 by Rosenblatt on memory costs By Investing.com
Rosenblatt has lowered its price target on Calix (NYSE:CALX) to $70 from $85, while maintaining a Buy rating, due to mixed first-quarter guidance and rising memory costs. Despite the price target cut, Calix's Q4 2025 results were strong, with revenue exceeding $1 billion annually, and it is considered slightly undervalued with a new cloud platform showing potential. The company plans to implement temporary price adjustments to address memory costs, supported by a strong financial position.
Calix (CALX) Return To Profitability Sparks Fresh Debate On Premium Valuation
Calix (CALX) has returned to profitability, reporting Q4 2025 revenue of US$272.4 million and basic EPS of US$0.11, with trailing twelve-month net income of US$17.9 million. While bulls view this as evidence of successful scaling, bears point to a five-year earnings decline of 53.4% and uneven quarterly profits, suggesting profitability is still consolidating. The company's P/S ratio of 3.1x is higher than industry averages, yet a DCF fair value of US$108.67 suggests significant upside, leading to ongoing debate among investors.
Down 11.9% in 4 Weeks, Here's Why Calix (CALX) Looks Ripe for a Turnaround
Calix (CALX) stock has recently experienced an 11.9% decline, placing it in oversold territory according to its Relative Strength Index (RSI) of 29.34. Wall Street analysts are optimistic, having raised current year EPS estimates by 10.1% in the last 30 days, contributing to the stock's Zacks Rank #1 (Strong Buy) rating. These factors suggest a potential turnaround and a rebound in its stock price in the near term.
Calix boosts share repurchase authorization by $125 million
Calix (NYSE: CALX) has announced a significant increase to its share repurchase program, adding $125 million to the authorization. This brings the total amount available for share repurchases to approximately $178 million. The move signals the company's confidence in its financial position and its commitment to returning value to shareholders.
Calix (NYSE:CALX) Raised to Strong-Buy at Zacks Research
Zacks Research upgraded Calix (NYSE:CALX) from a "hold" to a "strong-buy" rating. This upgrade follows Calix topping Q4 earnings estimates with $272.4 million in revenue (up 32.2% year-over-year) and $0.39 EPS, alongside the authorization of a $125 million share buyback. Despite a post-earnings sell-off due to disappointing forward guidance and recent insider stock sales, analyst consensus maintains a constructive outlook with an average price target of $80.
Calix stock price target lowered to $70 by Rosenblatt on memory costs
Rosenblatt has lowered its price target for Calix (NYSE:CALX) to $70 from $85, while maintaining a Buy rating, due to rising memory costs that Calix plans to pass on to customers. Despite a recent stock dip and mixed Q1 guidance, the company's Q4 2025 results met expectations, with record revenue and its first-ever $1 billion annual revenue. Calix also boasts a strong financial position and potential for its new cloud platform, though it trades at a high P/E ratio.
Earnings call transcript: Calix Q4 2025 sees stock drop despite record revenue
Calix (CALX) reported record Q4 2025 revenue of $272 million, a 32% year-over-year increase, and annual revenue exceeding $1 billion for the first time. Despite meeting EPS expectations at $0.39 and achieving a record non-GAAP gross margin of 58%, the stock dropped over 11% in pre-market trading, possibly due to broader market concerns or unmet investor expectations. The company provided Q1 2026 revenue guidance between $275-$281 million and projects 10-15% revenue growth for the year, driven by international expansion, Tier One customer acquisition, and monetization of AI and agent workflows.
