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Upturn AI SWOT - About
CALX 
Calix Inc (CALX)
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Upturn Advisory Summary
08/28/2025: 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 $64.67
1 Year Target Price $64.67
| 3 | Strong Buy |
| 2 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -9.68% | Avg. Invested days 35 | 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 08/28/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.99B USD | Price to earnings Ratio - | 1Y Target Price 64.67 |
Price to earnings Ratio - | 1Y Target Price 64.67 | ||
Volume (30-day avg) 6 | Beta 1.28 | 52 Weeks Range 28.61 - 61.27 | Updated Date 08/28/2025 |
52 Weeks Range 28.61 - 61.27 | Updated Date 08/28/2025 | ||
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 59.88 | Enterprise Value 3586059303 | Price to Sales(TTM) 4.59 |
Enterprise Value 3586059303 | Price to Sales(TTM) 4.59 | ||
Enterprise Value to Revenue 4.13 | Enterprise Value to EBITDA 250.39 | Shares Outstanding 65304000 | Shares Floating 58705026 |
Shares Outstanding 65304000 | Shares Floating 58705026 | ||
Percent Insiders 10.36 | Percent Institutions 87.81 |
Upturn AI SWOT
Calix Inc
Company Overview
History and Background
Calix Inc. was founded in 1999. Initially focused on optical access solutions, it has evolved to provide cloud and software platforms, systems, and services for communications service providers (CSPs). Significant milestones include expanding its product portfolio, acquiring other companies to enhance its offerings, and focusing on cloud-based solutions to manage and optimize broadband networks.
Core Business Areas
- Broadband Platforms: Provides access network solutions, including fiber access, Ethernet access, and aggregation platforms, enabling CSPs to deliver high-speed broadband services.
- Cloud and Software Platforms: Offers cloud-based software solutions for network management, subscriber analytics, and service orchestration, allowing CSPs to automate and optimize their operations.
- Consumer Connect Systems: Offers consumer premises equipment (CPE) such as WiFi systems, providing subscribers with reliable and high-performance connectivity within their homes.
- Services: Offers a range of professional and support services, including network design, deployment, and ongoing maintenance.
Leadership and Structure
Michael Weening is the President and CEO. The organizational structure includes departments such as engineering, sales, marketing, and finance, reporting to the executive team. A board of directors oversees the company's strategy and performance.
Top Products and Market Share
Key Offerings
- AXOS Platform: The AXOS platform is a software-defined access platform used by CSPs to build and manage their broadband networks. It includes modules for access, aggregation, and subscriber management. Competitors include Adtran (ADTN), Nokia (NOK), and Huawei (Private).
- Calix Cloud: Calix Cloud is a suite of cloud-based software applications that provide CSPs with network analytics, subscriber management, and service automation capabilities. Competitors include VMware (VMW), Salesforce (CRM), and Amdocs (DOX).
- GigaSpire Systems: GigaSpire BLAST WiFi systems are a consumer premises equipment (CPE) designed to deliver high-speed internet access to subscribers' homes. Competitors include eero (AMZN), Google Nest Wifi (GOOGL), and Netgear (NTGR).
Market Dynamics
Industry Overview
The industry is characterized by increasing demand for high-speed broadband, driven by growing data consumption and the proliferation of connected devices. Key trends include the deployment of fiber-to-the-home (FTTH) networks, the adoption of cloud-based network management solutions, and the emergence of new technologies such as 5G and Wi-Fi 6E.
Positioning
Calix Inc. is positioned as a leading provider of cloud and software platforms, systems, and services for CSPs. Its competitive advantages include its focus on innovation, its comprehensive product portfolio, and its strong customer relationships.
Total Addressable Market (TAM)
The total addressable market for broadband infrastructure and software is estimated to be in the tens of billions of dollars. Calix Inc. is positioned to capture a significant share of this market by offering innovative solutions that help CSPs transform their networks and deliver superior customer experiences.
Upturn SWOT Analysis
Strengths
- Strong technology platform (AXOS)
- Cloud-based solutions
- Focus on innovation
- Strong customer relationships
- Complete solution portfolio
Weaknesses
- Reliance on CSP spending
- Competition from larger players
- Customer concentration
- Slow adoption of new platforms by clients.
Opportunities
- Expansion of FTTH deployments
- Adoption of cloud-based network management
- Growth in demand for smart home services
- Rural broadband initiatives.
Threats
- Increased competition
- Technological obsolescence
- Economic downturns
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- ADTRAN (ADTN)
- Nokia (NOK)
- Juniper Networks (JNPR)
Competitive Landscape
Calix Inc. competes with larger players such as Nokia and ADTRAN, but differentiates itself through its focus on cloud-based solutions and customer service.
Major Acquisitions
Occam Networks
- Year: 2009
- Acquisition Price (USD millions): 118
- Strategic Rationale: To expand its product portfolio and customer base.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends require recent financial data.
Future Projections: Future projections require analyst estimates, which are not currently available.
Recent Initiatives: Recent initiatives include expanding its product portfolio, acquiring companies such as ADTRAN to enhance its offerings, and focusing on cloud-based solutions.
Summary
Calix Inc. is a strong player in the broadband access and cloud solutions market, benefiting from the growing demand for high-speed internet and its focus on cloud-based technologies. Its strengths lie in its innovative products, strong customer relationships, and complete solution portfolio. However, it faces challenges from larger competitors and must navigate the cyclical nature of CSP spending and customer concentration. It should look to expand into rural broadband initiatives.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company website
- Industry reports
- Analyst reports
- Public Filings
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not financial advice.
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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