Added to YB: 2026-08-11
Pitch date: 2026-08-08
CALX [neutral]
Calix, Inc.
+0.08%
current return
Author Info
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Company Info
Calix, Inc., together with its subsidiaries, engages in the provision of cloud and software platforms, and systems and services in the United States, rest of Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$2.4B
Pitch Price
$38.14
Price Target
N/A
Dividend
N/A
EV/EBITDA
26.44
P/E
51.85
EV/Sales
1.99
Sector
Communications Equipment
Category
N/A
CALX's Earnings Beat Looks Less Convincing Beneath the Surface
CALX (earnings): Q2 non-GAAP EPS $0.47 beat by 7c, rev +1%, but quality weak. Falling SBC ($16.7M vs $21M guide) cut margin 147bps/added ~5c EPS; Q3 guide only $18M. Op leverage fading, DSO spike ~$3M inflated rev (likely miss ex-DSO), warranty reserves drawn down. Stock -30% since flagging.
Read full article (3 min)