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CALX US​

Calix, Inc(CALX US)

$36.47-0.441.19%Ext:$38.21+1.744.77%(Market Closed · 00:00:03 UTC)

Overview

ProfileEntity Structure

Documents

SEC Filings

Financials & Metrics

FinancialsChartingShort InterestEmployees

Calix, Inc — Company Profile

Headquartered in San Jose, California, Calix, Inc., established in 1999, is a global technology provider specializing in cloud and software platforms, robust systems, and comprehensive services. The company's innovative solutions empower broadband service providers (BSPs) to offer a diverse array of services to their customers. Calix's reach extends throughout the United States, the broader Americas, Europe, the Middle East, Africa, and the Asia Pacific region. A core offering is the Calix Cloud platform, an advanced, role-based analytics suite comprising Calix Marketing Cloud, Calix Support Cloud, and Calix Operations Cloud. This platform is highly configurable, delivering tailored insights that enable BSPs to proactively identify and pursue lucrative new revenue streams and applications, often through mobile interfaces. Additionally, Calix provides EXOS, a carrier-class operating system for premises equipment, seamlessly integrated with its GigaSpire family of systems to deliver complete subscriber experience solutions for both residential and business users. The company also offers AXOS, a software platform that optimizes the architecture and operations of the network's access edge. Calix distributes its portfolio of products through both its dedicated direct sales force and a network of resellers.

Sector
Communication Services
Industry
Diversified Telecommunication Services
Exchange
UN
CEO
Michael Weening
Headquarters
San Jose, CA, US
IPO Date
Mar 24, 2010
Employees
1,921
Website
www.calix.com

Key Metrics

Price
$34.81
Market Cap
$2.19B
Revenue (TTM)
$279.98M
Net Income (TTM)
$11.21M
EPS (TTM)
0.17
P/E (TTM)
64.69
P/B (TTM)
2.97
Dividend Yield
0.00%
ROE (TTM)
1.52%
ROA (TTM)
1.18%
Operating Margin
4.54%
Beta
0.84

Dividends

Last Dividend
$0.00
Last Yield
0.00%

Summary

Headquartered in San Jose, California, Calix, Inc., established in 1999, is a global technology provider specializing in cloud and software platforms, robust systems, and comprehensive services. The company's innovative solutions empower broadband service providers (BSPs) to offer a diverse array of services to their customers. Calix's reach extends throughout the United States, the broader Americas, Europe, the Middle East, Africa, and the Asia Pacific region. A core offering is the Calix Cloud platform, an advanced, role-based analytics suite comprising Calix Marketing Cloud, Calix Support Cloud, and Calix Operations Cloud. This platform is highly configurable, delivering tailored insights that enable BSPs to proactively identify and pursue lucrative new revenue streams and applications, often through mobile interfaces. Additionally, Calix provides EXOS, a carrier-class operating system for premises equipment, seamlessly integrated with its GigaSpire family of systems to deliver complete subscriber experience solutions for both residential and business users. The company also offers AXOS, a software platform that optimizes the architecture and operations of the network's access edge. Calix distributes its portfolio of products through both its dedicated direct sales force and a network of resellers.

Website
www.calix.com
Location
San Jose, CA, US
Phone408 514 3000
Employees1,921
CEOMichael Weening
Sector
Communication Services
Industry
Diversified Telecommunication Services
IPO DateMar 24, 2010

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Latest Documents

SEC Filings(1.1K)

Expand
  • 8-KOther Events8 Oct
  • 4Statement of changes in beneficial ownership29 Sep
  • SC 13G/ACALIX, INC30 Jul
  • 4Statement of changes in beneficial ownership28 Jul
  • 144Russo Carl27 Jul
  • S-8Registration statement (employee benefit plan)21 Jul
  • 10-QQ2ended 27 Jun 202621 Jul
  • 8-KResults of Operations and Financial Condition20 Jul
  • 4Statement of changes in beneficial ownership30 Jun
  • SDSD29 May
  • 4Statement of changes in beneficial ownership18 May
  • 4Statement of changes in beneficial ownership18 May
  • 4Statement of changes in beneficial ownership18 May
  • 4Statement of changes in beneficial ownership18 May
  • 4Statement of changes in beneficial ownership18 May
  • 4Statement of changes in beneficial ownership18 May
  • 4Statement of changes in beneficial ownership18 May
  • 4Statement of changes in beneficial ownership18 May
  • SC 13GCALIX, INC18 May
  • 8-KSubmission of Matters to a Vote of Security Holders14 May

News

  • Calix, Inc. (CALX) Analyst/Investor Day Prepared Remarks Transcript21 Oct
  • Calix Conference Puts AI, Network Simplification at Center of Broadband Growth20 Oct
  • Calix Expands SmartMDU to Help Providers Win Multifamily Markets With Resident Experiences That Earn up to 95% Satisfaction20 Oct
  • Launch of Calix GigaPro Managed Switches Enables Seamless Business, MDU, and Residential Deployments To Drive Service Provider Growth20 Oct
  • Calix, Inc. (CALX) Analyst/Investor Day Transcript19 Oct
  • Calix Unveils AI Platform, Workflow Tools and Broadband Network Expansion at ConneXions19 Oct
  • Calix Advances Agent Workforce With Increased Control and Extensibility Through Expanded Workflows, AI Control Center, and Workflow Studio19 Oct
  • Calix Advances Trusted, Secure, and Predictable AI at ConneXions 2026 With Agent Workforce Innovations To Enhance Subscriber Experiences and Drive Market Expansion19 Oct
  • Calix Launches Subscriber Agent in CommandIQ To Simplify the Connected Home, Reduce Support Costs, and Build Subscriber Loyalty19 Oct
  • Calix Launches Subscriber Agent in CommandIQ To Simplify the Connected Home, Reduce Support Costs, and Build Subscriber Loyalty19 Oct
  • Calix Advances Trusted, Secure, and Predictable AI at ConneXions 2026 With Agent Workforce Innovations To Enhance Subscriber Experiences and Drive Market Expansion19 Oct
  • Calix, Inc (NYSE:CALX) Stock Has Consensus Target Price of $63.86 According to Analysts15 Oct
  • 3 Mid-Cap AI-Driven Stocks at Deep Discount With Huge Near-Term Upside12 Oct
  • Calix Brings SmartLife Applications Proven Across Millions of Subscribers to prplOS, Accelerating the Delivery of Differentiated Experiences That Grow Revenue12 Oct
  • Calix Brings SmartLife Applications Proven Across Millions of Subscribers to prplOS, Accelerating the Delivery of Differentiated Experiences That Grow Revenue12 Oct
  • Calix Increases Stock Repurchase Authorization by An Additional $100 Million8 Oct
  • BBT Grows Small Business ARPU 13% With SmartBiz on the Calix One Platform7 Oct
  • Can Calix's 50G-PON Trial With Astound Accelerate Broadband Growth?2 Oct
  • Calix and Astound Complete Successful 50G-PON Trial, Demonstrating a Path to Rapid Growth Without Network Overhauls29 Sep
  • Calix to Post Third Quarter 2026 Results on November 2, 2026; Announces Live Access to Calix ConneXions 2026 General Sessions28 Sep

Mentions in Filings

  • … itioning relative to peers at time of selection as of February 2025 50P 0P 100P Revenue Market Cap 54P 42P 56P 70P Position vs Fiscal Year 2025 Peer Group Position vs Fiscal Year 2026 Peer Group Note: Revenue is on a trailing 12-month basis. Market capitalization is a 60-day average ending February 1. Fiscal Year 2025 and Fiscal Year 2026 Peer Group ADTRAN Advanced Energy <strong>Calix</strong> Ciena Cirrus Coherent Diodes Entegris Extreme Networks IPG Photonics
    Lumentum Holdings Inc.Calix, Inc·ARS - ANNUAL REPORT TO SECURITY HOLDERS·FY26·6 Oct
  • … mpensation Committee subsequently added six companies to the FY26 compensation peer group to enhance comparability based on factors such as revenue, industry, and market cap: Advanced Energy Industries, Inc., Belden Inc., <strong>Calix</strong>, Inc., Itron, Inc., Qorvo, Inc., and Semtech Corporation. Section 162(m) While Section 162(m) of the Internal Revenue Code of 1986, as amended (“Section 162(m)”), places a limit of $1.0 million on the amount of compensat …
    VIAVI SOLUTIONS INC.Calix, Inc·DEF 14A - Definitive proxy statement·Q4 26·2 Oct
  • **Filed pursuant to Rule 424(b)(3) File No. 333-280841** **CALLODINE SPECIALTY INCOME FUND****(the “Fund”)** **Class I Shares (<strong>CALIX</strong>) Class A Shares (CALLX) Class C Shares (CALSX)** **August 28, 2026** **Supplement to the Prospectus and Statement of Additional Information (“SAI”), each dated April 30, 2026** *This Supplement provides new and additional information beyond that contained in the Prospectus and SAI and should be read in conj …
    Callodine Specialty Income FundCalix, Inc·424B3 - Prospectus filing (Rule 424(b)(3))·Q2 27·28 Aug
  • #\*C3.ai, Inc., Class A 8,051 88,641 \*Cadence Design Systems, Inc. 5,413 1,604,197 \*<strong>Calix</strong>, Inc. 4,451 198,826 42 Dimensional US Core Equity 1 ETF continued Shares Value INFORMATION TECHNOLOGY — (Continued)
    Dimensional ETF TrustCalix, Inc·NPORT-EX - NT NPORT-P - Notification of late filing (portfolio holdings)·Q1 26·13 Aug
  • … 12-month basis. Market capitalization is a 60-day average ending February 1. | | | | --- | --- | | **Fiscal Year 2025 and Fiscal Year 2026 Peer Group** | | | ADTRAN | MaxLinear | | Advanced Energy | MKS Instruments | | <strong>Calix</strong> | OSI Systems | | Ciena | Semtech | | Cirrus | Skyworks Solutions | | Coherent | Synaptics | | Diodes | Universal Display | | Entegris | Viasat | | Extreme Networks | Viavi Solutions | | IPG Photonics | Wolfspeed | Based …
    Lumentum Holdings Inc.Calix, Inc·DEF 14A - DEFINITIVE PROXY STATEMENT·Q2 27·6 Oct
  • … tation with Compensia, the Compensation Committee approved our peer group for fiscal 2026 compensation decisions. The peer group included the following companies: | | | | | --- | --- | --- | | Box | Harmonic | Qualys | | <strong>Calix</strong> | Lumentum | Rapid7 | | Commvault Systems | NETGEAR | Ring Central | | DigitalOcean Holdings | NetScout Systems | SolarWinds\* | | Dynatrace | Nutanix | Teradata | | Five9 | Okta | Viavi Solutions | \*SolarWinds ceased tr …
    EXTREME NETWORKS INCCalix, Inc·DEF 14A - Definitive proxy statement·Q1 27·18 Sep

Key Stats

Trading

Px/Chg 1D$34.81 / -0.26%
Prev Close$35.96
% of 52Wk H49.62%
Avg Volume1.00M
Beta0.84
Mkt Cap2.19B
FD Mkt Cap2.23B

Float

Shrs Out/Float62.96M / 56.96M
Short Float0.10%
Days to Cover3.86
Stock Repurchased$170.87M

Current Valuation

EV2.15B
EV/EBITDA32.04
EV/Sales2.03
P/B2.97
P/S2.07
FCF Yield0.30%
ROE1.52%
ROA1.18%
Current Ratio3.29

Estimates

P/E64.69
Est P/EN/A
Est EPSN/A
Est PEGN/A

Valuation

Metric5Yr AvgApr '23Apr '24Apr '25Apr '26Oct '26
PRICE-BASED RATIOS
Price / Earnings144.5776.1866.51-73.64459.28194.51
Price / Sales5.613.601.882.6312.167.79
Price / Book Value3.384.602.712.803.862.95
Price / Free Cash Flow149.87238.1950.8043.5182.23334.63
ENTERPRISE VALUE METRICS
Enterprise Value2,490.83,064.61,898.52,155.33,194.82,140.6
Enterprise Value / Sales5.463.531.832.5911.737.65
Enterprise Value / EBITDA57.5345.7944.97-91.78179.51109.17
Enterprise Value / EBIT92.2758.2574.20-50.08238.47140.53

Financials

Full Financials
Millions USD5Yr CAGR (%)Dec '21Dec '22Dec '23Dec '24Dec '25
INCOME STATEMENT
Revenue10.1%679.4867.81,039.6831.51,000.0
Gross Income12.4%356.6435.4518.3453.6568.3
EBITDA-12.4%88.166.942.2-23.551.9
EBIT-17.3%73.152.625.6-43.034.2
Net Income-47.7%238.441.029.3-29.717.9
EPS (Diluted)-47.8%3.510.600.42-0.450.26
BALANCE SHEET
Cash & ST Inv17.4%204.3241.7220.3297.1388.1
Total Assets9.3%742.0884.8941.9939.31,058.5
Total Liabilities3.5%173.6205.3222.9158.3199.3
Total Shareholder Equity10.9%568.4679.6719.0780.9859.2
CASH FLOW
Net Operating Cash Flow24.2%56.827.256.368.4135.0
Cap Ex16.7%-10.5-14.1-17.9-18.1-19.4
Free Cash Flow25.7%46.313.138.450.3115.5

Enterprise Value Bridge

Millions USD23 Oct '26
Price (As of 23 Oct '26)36.60
Basic Shares62.96
Market Cap2,304.5
Diluted Shares65.59
Fully Diluted Shares Outstanding65.59
Fully Diluted Market Cap2,400.7
+Consolidated Debt14.7
−In-the-Money Convertible Debt—
+Capital Leases14.7
+Operating Leases—
−Cash & Equivalents-54.6
−Short-term Investments-188.7
+Total Preferred-
−In-the-Money Convertible Preferred—
−Investments in Unconsolidated Subs—
+Non-Controlling Interest-
+Pension Liabilities—
Enterprise Value2,264.6

Segment data

Revenue

by Products and services

  • Reportable Segment100%

Revenue

by Geography

  • United States93%
  • Europe3%
  • Americas Ex U.s.3%
  • Rest Of World1%

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