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Upturn AI SWOT - About
CALX 
Calix Inc (CALX)
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Upturn Advisory Summary
07/11/2025: CALX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
6 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $49.5
1 Year Target Price $49.5
| 3 | Strong Buy |
| 2 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -25.32% | Avg. Invested days 31 | 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 07/11/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.27B USD | Price to earnings Ratio - | 1Y Target Price 49.5 |
Price to earnings Ratio - | 1Y Target Price 49.5 | ||
Volume (30-day avg) 6 | Beta 1.35 | 52 Weeks Range 28.61 - 54.07 | Updated Date 07/13/2025 |
52 Weeks Range 28.61 - 54.07 | Updated Date 07/13/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.52 |
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 2025-07-21 | When After Market | Estimate 0.21 | Actual - |
Profitability
Profit Margin -4.2% | Operating Margin (TTM) -2.76% |
Management Effectiveness
Return on Assets (TTM) -3.2% | Return on Equity (TTM) -4.59% |
Valuation
Trailing PE - | Forward PE 60.24 | Enterprise Value 2997503523 | Price to Sales(TTM) 3.96 |
Enterprise Value 2997503523 | Price to Sales(TTM) 3.96 | ||
Enterprise Value to Revenue 3.63 | Enterprise Value to EBITDA 250.39 | Shares Outstanding 64820300 | Shares Floating 58198863 |
Shares Outstanding 64820300 | Shares Floating 58198863 | ||
Percent Insiders 10.43 | Percent Institutions 89.68 |
Upturn AI SWOT
Calix Inc
Company Overview
History and Background
Calix, Inc. was founded in 1999. It initially focused on developing broadband access solutions for telecommunications service providers. Over time, it has evolved into a leading provider of cloud and software platforms, systems, and services for communications service providers (CSPs) globally.
Core Business Areas
- Platform and Software: Cloud and software platforms that enable CSPs to deliver advanced services and manage their networks. These include Calix Cloud, Revenue EDGE, and Intelligent Access EDGE.
- Access Systems: Broadband access systems and solutions that provide connectivity for residential and business subscribers. Includes AXOS platform and associated hardware.
- Services: Range of professional services, including consulting, deployment, and support, to help CSPs implement and manage their Calix solutions.
Leadership and Structure
Michael Weening is the CEO. The company has a typical corporate structure with executive leadership across various functions such as sales, marketing, engineering, and finance. Board of Directors oversee company governance.
Top Products and Market Share
Key Offerings
- Revenue EDGE: A comprehensive platform that enables CSPs to deliver a wide range of residential and business services. This allows CSPs to compete with larger providers by offering similar feature sets. Market share data is difficult to pinpoint exactly, but Calix positions itself as a leader in the broadband edge market. Competitors include Adtran (ADTN) and Nokia (NOK).
- Intelligent Access EDGE: This portfolio is designed to simplify and modernize broadband networks, focusing on automation and advanced analytics. It helps CSPs to reduce operational costs and improve network performance. Again, market share data is approximate, but Calix is a significant player in this space. Competitors include Adtran (ADTN), Nokia (NOK) and Cisco (CSCO).
- Calix Cloud: A cloud-based platform that provides CSPs with real-time visibility into their networks and subscribers. It helps CSPs to improve customer service and identify new revenue opportunities. Calix is rapidly growing in this space. Competitors include Salesforce (CRM) and Amdocs (DOX).
Market Dynamics
Industry Overview
The broadband access market is driven by increasing demand for high-speed internet and the need for CSPs to upgrade their networks. It is highly competitive and driven by technology evolution, regulatory changes, and customer demand. Fiber optic deployment is a major driver.
Positioning
Calix positions itself as a leader in providing end-to-end solutions for CSPs, focusing on innovation, customer service, and cloud-based solutions. Its competitive advantages include its comprehensive product portfolio, strong customer relationships, and cloud expertise.
Total Addressable Market (TAM)
The total addressable market is estimated to be in the billions of dollars annually. Calix is positioned to capture a significant portion of this market by providing solutions for CSPs of all sizes. They are well positioned as Fiber investment increases. Some estimates put the TAM in the $8-10B range.
Upturn SWOT Analysis
Strengths
- Strong product portfolio
- Leading cloud expertise
- Strong customer relationships
- Innovative technology
- Focus on CSP needs
Weaknesses
- Smaller scale compared to larger competitors
- Dependence on CSP spending cycles
- Competition for talent
- Reliance on third-party component suppliers
Opportunities
- Increased broadband demand
- Government funding for broadband infrastructure
- Expansion into new markets
- Adoption of cloud-based solutions
- Growth in the number of CSPs
Threats
- Intense competition
- Technological obsolescence
- Economic downturn
- Supply chain disruptions
- Regulatory changes
Competitors and Market Share
Key Competitors
- ADTN
- NOK
- CSCO
- COMM
Competitive Landscape
Calix's advantages include its cloud expertise, strong customer relationships, and focus on CSP needs. Its disadvantages include its smaller scale compared to larger competitors.
Major Acquisitions
Introspectum
- Year: 2016
- Acquisition Price (USD millions): 11
- Strategic Rationale: Enhanced Calixu2019s AXOS platform with advanced network diagnostics and analytics capabilities.
Growth Trajectory and Initiatives
Historical Growth: Calix has experienced growth in recent years driven by demand for its broadband access solutions and cloud platform. Their past growth rate is strong
Future Projections: Analyst estimates indicate continued growth for Calix driven by broadband infrastructure spending and expansion into new markets. Expect annual revenue growth.
Recent Initiatives: Recent strategic initiatives include expanding its cloud platform, investing in new technologies, and strengthening its customer relationships.
Summary
Calix is a strong player in the broadband access and cloud solutions market for CSPs. Its focus on innovation and customer relationships gives it a competitive edge. Calix needs to be mindful of larger competitors and market changes. Overall, the company is well positioned for continued growth in the broadband market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Financial Reports
- Analyst Reports
- Industry Publications
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data and TAM estimates are approximate and may vary. Investment decisions should be based on independent research and consultation with a financial professional.
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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