Calix, Inc. (CALX)

Calix experienced strong third-quarter 2025 results, beating revenue and guidance with broad-based demand and achieving five consecutive quarters of sequential growth. The company announced its fourth-quarter 2025 results and scheduled an Investor Day 2026. Calix's stock price saw a significant increase of 56.14% in 2025. Insider trading activity included several sell transactions by executives, with analysts holding a consensus "Hold" recommendation for CALX.

Historically, the first quarter is typically a seasonally weaker period for Calix. Seasonal chart analysis for CALX stock suggests a period of strength from approximately August 18 to January 4, aligning with the broader seasonal strength observed in the Technology sector.

Calix, Inc. is a telecommunications company providing cloud and software platforms, systems, and services to broadband service providers, enabling enhanced broadband and connected home experiences. Its major offerings include the Calix Platform, SmartLife managed services, Wi-Fi systems, AXOS Systems, and Optical Network Terminals. Calix is also developing industrial decarbonization and environmental solutions.

Calix primarily derives revenue from the United States, with a significant presence in international markets, including the Middle East & Africa, Europe, and the Asia Pacific region. The company operates from leased office spaces in the United States, China, and India, targeting global markets.

Calix has maintained a positive brand reputation, being recognized by Fast Company as one of the World's Most Innovative Companies. The company has formed a strategic partnership with Google and launched new SmartBiz and SmartMDU capabilities. Calix launched its new Calix Agent Workforce, built on Agentic AI, contributing to a strong brand image.

A significant portion of Calix, Inc.'s shares are held by institutional investors, ranging from approximately 85.47% to 89.29%. Carl Russo, the Chairman of the Board, is the largest individual shareholder, holding 6.03% of the company's shares. Insiders collectively own between 9.11% and 24.86% of Calix.