Calix, Inc. (CALX)

Over the past six months, Calix stock has increased significantly. Calix reported strong Q2 2025 earnings with revenue of $242 million, a 10% sequential quarterly growth, exceeding estimates. Calix provided a positive outlook for Q3 2025, with expected revenue between $243 million and $249 million. Calix introduced new SmartBiz and SmartMDU capabilities, and announced the 2025 Calix Partner Awards and Innovations Awards. Amritesh Chaudhuri was appointed as Executive Vice President and Chief Marketing Officer. Calix, Inc. dropped from the Russell 3000E Value Index. The CEO, President & Director notified an intention to sell stock.

The first quarter is generally a seasonally weaker quarter for Calix, but Q1 2025 showed flat to slightly positive sequential growth. There are signs of improving demand, particularly from medium and large customers. Calix has seen continued strength in demand for its platform, cloud, and managed services. The adoption of data-intensive applications continues to drive demand for higher bandwidth services.

Calix, Inc. is a telecommunications company specializing in cloud and software platforms, systems, and services for broadband service providers (BSPs) globally. Its offerings enable BSPs to deliver services, optimize networks, and enhance subscriber experiences. Key products include the Calix Cloud Platform, Calix Intelligent Access, Calix Unlimited Subscriber, SmartLife Managed Services, Wi-Fi Systems (GigaSpire and GigaPro), AXOS Systems, and Optical Network Terminals (ONTs).

Calix, Inc. primarily generates revenue from the United States but also has a presence in the Middle East & Africa, Europe, and Asia Pacific. The company's corporate office is located in San Jose, California, with additional facilities in other U.S. locations, as well as in Nanjing, China, and Bengaluru, India.

Calix has maintained a positive brand reputation over the past year, driven by its focus on innovation, customer success, and strategic advancements. Calix announced the winners of its 2025 Partner Awards and Innovations Awards. Calix is investing in a third-generation platform incorporating agentic AI, with a planned launch in the second half of 2025. Customer success stories, like Peñasco Valley Telephone Cooperative (PVT) boosting ARPU and ALLO Communications launching Smart Schools with Calix SmartTown for Education, demonstrate the tangible benefits of Calix's solutions. Calix emphasizes its commitment to fostering a sustainable business future.

Calix, Inc. has a diverse ownership structure, with a significant portion held by institutional investors. Approximately 85.42% of the company's stock is owned by institutional shareholders, while insiders own about 24.87%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., iShares Core S&P Small-Cap ETF (IJR), and State Street Corp. Notable individual insider owners include Calix Inc. itself, Carl Russo, Michael Ashby, and Adam Grosser.