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Upturn AI SWOT - About
CALX 
Calix Inc (CALX)
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Upturn Advisory Summary
09/17/2025: CALX (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
6 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $66.17
1 Year Target Price $66.17
| 3 | Strong Buy |
| 2 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -9.28% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.01B USD | Price to earnings Ratio - | 1Y Target Price 66.17 |
Price to earnings Ratio - | 1Y Target Price 66.17 | ||
Volume (30-day avg) 6 | Beta 1.35 | 52 Weeks Range 28.61 - 63.70 | Updated Date 09/16/2025 |
52 Weeks Range 28.61 - 63.70 | Updated Date 09/16/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.41 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -3.09% | Operating Margin (TTM) 0.16% |
Management Effectiveness
Return on Assets (TTM) -2.4% | Return on Equity (TTM) -3.52% |
Valuation
Trailing PE - | Forward PE 37.31 | Enterprise Value 3734299371 | Price to Sales(TTM) 4.61 |
Enterprise Value 3734299371 | Price to Sales(TTM) 4.61 | ||
Enterprise Value to Revenue 4.3 | Enterprise Value to EBITDA 250.39 | Shares Outstanding 65304000 | Shares Floating 58705026 |
Shares Outstanding 65304000 | Shares Floating 58705026 | ||
Percent Insiders 10.36 | Percent Institutions 88 |
Upturn AI SWOT
Calix Inc
Company Overview
History and Background
Calix Inc. was founded in 1999. It initially focused on developing gigabit passive optical network (GPON) systems. Over time, it has evolved into a provider of cloud and software platforms, systems, and services that enable communications service providers (CSPs) to simplify their businesses, excite their subscribers, and grow their value.
Core Business Areas
- Cloud and Software Platforms: Provides cloud and software solutions for network management, analytics, and subscriber experience. This includes Calix Cloud, which offers a suite of applications for operations, marketing, and support.
- Access and Subscriber Driven Intelligent Network: Offers a range of access network systems, including AXOS platform, and subscriber-driven intelligent network solutions, that enable CSPs to deliver high-speed broadband services to residential and business subscribers.
- Services: Provides professional services, including consulting, implementation, and support, to help CSPs deploy and manage Calix solutions.
Leadership and Structure
Michael Weening is the CEO. The company has a typical corporate structure with departments for sales, marketing, engineering, operations, and finance. Board of Directors oversees the overall strategy and performance.
Top Products and Market Share
Key Offerings
- Calix Cloud: A suite of cloud-based applications that provide CSPs with real-time visibility into their networks and subscribers. It includes marketing, operations, and support modules. Competitors include Amdocs and Netcracker. Difficult to quantify market share directly, as Calix Cloud is part of a larger solution set and competes with various cloud solutions.
- AXOS Platform: A software-defined access network platform that enables CSPs to deliver gigabit broadband services. AXOS is the heart of their access network solutions. Competitors include Adtran and Nokia. AXOS benefits from the shift away from legacy network architectures. The addressable market is the entire Broadband Access infrastructure spend by Communications Service Providers.
- Subscriber Driven Intelligent Network: A network architecture that focuses on delivering personalized and optimized subscriber experiences. This is a growing market as service providers are looking for customer solutions. Competitors include CommScope.
Market Dynamics
Industry Overview
The telecommunications industry is undergoing a significant transformation driven by the increasing demand for high-speed broadband and cloud-based services. CSPs are upgrading their networks and adopting new technologies to meet the evolving needs of their subscribers.
Positioning
Calix is positioned as a leading provider of cloud and software platforms, systems, and services that enable CSPs to simplify their businesses, excite their subscribers, and grow their value. Calix differentiates itself through its focus on innovation and its strong relationships with CSPs.
Total Addressable Market (TAM)
The Broadband Access equipment market is expected to reach tens of billions of dollars globally. Calix is targeting specific segments within this market, with a focus on North America and on CSPs that are investing in next-generation broadband networks. Calix's positioning allows it to capture a significant portion of this TAM.
Upturn SWOT Analysis
Strengths
- Strong portfolio of cloud and software solutions
- Innovative technology
- Strong relationships with CSPs
- Focus on subscriber experience
- Flexible and Scalable Architecture
Weaknesses
- Reliance on CSP spending
- Competition from larger, more established vendors
- Exposure to global supply chain disruptions
- Dependence on a limited set of Key Suppliers
Opportunities
- Increasing demand for high-speed broadband
- Adoption of cloud-based services
- Expansion into new markets
- Growth of the Internet of Things (IoT)
- Government support for broadband deployment
Threats
- Intense competition
- Technological obsolescence
- Economic downturn
- Changing regulatory landscape
- Disruptive new entrants
Competitors and Market Share
Key Competitors
- ADTN
- NOK
- CSCO
Competitive Landscape
Calix competes with larger, more established vendors like Adtran and Nokia. Calix's strengths lie in its innovative technology, strong relationships with CSPs, and focus on subscriber experience. However, Calix is smaller and has fewer resources than some of its competitors.
Major Acquisitions
Introspect
- Year: 2021
- Acquisition Price (USD millions): 18
- Strategic Rationale: Extends Calix's leadership in providing insights and analytics for CSPs.
Growth Trajectory and Initiatives
Historical Growth: Data required for accurate depiction.
Future Projections: Analysts project continued growth for Calix, driven by the demand for broadband upgrades and cloud services.
Recent Initiatives: Calix has recently focused on expanding its cloud platform, introducing new broadband access technologies, and strengthening its relationships with CSPs.
Summary
Calix is a strong player in the broadband access and cloud solutions market, focusing on CSPs. The company benefits from the increasing demand for high-speed broadband. Their strong customer relationships and innovative approach positions them well. However, Calix faces competition from larger vendors and needs to manage supply chain risks and economic downturns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and should not be construed as financial advice. Investment decisions should be made based on your own research and due diligence.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Calix Inc
Exchange NYSE | Headquaters San Jose, CA, United States | ||
IPO Launch date 2010-03-24 | CEO, President & Director Mr. Michael Weening | ||
Sector Technology | Industry Software - Infrastructure | Full time employees 1820 | Website https://www.calix.com |
Full time employees 1820 | Website https://www.calix.com | ||
Calix, Inc., together with its subsidiaries, provides cloud and software platforms, and systems and services in the United States, rest of Americas, Europe, the Middle East, Africa, and the Asia Pacific. Its cloud and software platforms, and systems and services enable broadband service providers (BSPs) to provide a range of services. The company offers Calix Cloud platform comprising Calix Engagement Cloud, Calix Operations Cloud, and Calix Service Cloud, which are configurable to display role-based insights and enable BEPs to anticipate and target new revenue-generating services and applications through mobile application, such as CommandIQ for residents and CommandWorx for businesses; Calix Intelligent Access, an access network solution for automated and intelligent networks; and Calix Unlimited Subscriber, a solution for subscriber managed services. It also provides SmartLife managed services, including SmartHome managed services and applications to enhance, operate and secure the connected experience of subscribers in their home for Wi-Fi, advanced content control, network security, connected cameras, and social media monitoring; SmartTown managed services that reimagine community Wi-Fi as a ubiquitous, secure, and managed experience across a BEP's footprint; and SmartBiz managed services that address the business networking and productivity needs of business owners with an all-in-one managed service. In addition, the company offers Wi-Fi systems under GigaSpire and GigaPro brands to be ready for deployment as a complete subscriber experience solution for BEP's residential and business subscribers. It provides its products through its direct sales force and resellers. Calix, Inc. was incorporated in 1999 and is headquartered in San Jose, California.
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