Calix (CALX) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Calix (CALX) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Calix (CALX) reported earnings 30 days ago. What's next for the stock?
Calix, Inc. (CALX) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Calix, Inc. has experienced a notable stock pullback due to gross margin pressures from rising memory costs, but the reaction appears overdone. CALX's transition to a recurring revenue, higher-margin software platform is progressing, with Q1 revenue up 27% YoY and non-GAAP EPS at $0.40. Management expects gross margin headwinds to persist through 2026 but targets 100-200bps annual margin improvement starting in 2027, supporting strong EPS growth.
Calix, Inc. (CALX) Analyst/Investor Day Transcript
CALX posts Q1 beat with 27% revenue growth, strong broadband demand and AI-driven gains, while guiding a solid Q2 outlook.
Calix, Inc. (CALX) Q1 2026 Earnings Call Transcript
Calix (CALX) came out with quarterly earnings of $0.4 per share, beating the Zacks Consensus Estimate of $0.38 per share. This compares to earnings of $0.19 per share a year ago.
CALX eyes margin inflection as Calix One and private cloud push boost software mix, despite near-term noise and long Tier 1 adoption timelines.
CALX trades at a discount with a $56 target, balancing a strong growth outlook against timing risks in BEAD, margins, and large-deal cycles.
Calix builds growth on BEAD-funded fiber, Gen3 shift and agentic AI, with strong backlog visibility but timing and margin noise still in focus.