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Calix (CALX) investor relations material
Calix Rosenblatt TMT Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Rosenblatt TMT Conference 2025 summary18 Aug, 2025
Mission and strategy
Focus remains on transforming broadband service providers into broadband experience providers, leveraging data and metadata to enhance subscriber experience.
Platform model built with layered approach, including platform-based OSs and cloud managed services, now advancing into an agentic AI world.
Expansion into new market segments like SmartMDU increases addressable market by 50%.
Emphasis on helping customers succeed drives visibility and confidence in business outlook.
Crossing the chasm to larger customers is underway, with growing interest from medium and large service providers.
Financial performance and outlook
Long-term model targets 10–15% annual top-line growth and 100–200 basis points of margin expansion.
Sequential growth in recent quarters was boosted by competitor bankruptcy, leading to unexpected customer wins and rip-and-replace activity.
Gross margins are expected to trend into the high 60s over time, driven by platform differentiation and expanding managed services.
Operating leverage is expected to remain strong for at least the next year, with much of the investment in new capabilities already made.
Cloud and software revenues and margins are anticipated to improve as scale increases and new architecture is implemented.
Platform evolution and technology
Platform 3.0 enables cloud deployment in private and sovereign data centers, supporting international expansion and regulatory compliance.
Agentic AI agents are designed to accelerate customer growth and subscriber acquisition, with benefits expected to manifest in software and services revenue growth starting late this year or early next year.
Most investment in agentic AI capabilities is already reflected in the model, with future OpEx decisions tied to revenue performance.
Managed services like SmartMDU and SmartBiz allow customers to enter new markets at high incremental margins.
Cloud architecture redesign aims to drive scalability and margin improvement, with agentic AI further increasing leverage.
How does SmartMDU leverage the existing platform?
When will agentic.ai accelerate RPO growth?
Tariff impact on Buy America components?
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Next Calix earnings date
Q3 202530 Oct, 2025
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Frequently asked questions
Calix Inc provides cloud and software platforms, systems, and services for broadband service providers. The company enables communications companies to deliver fiber-based broadband, smart home services, and managed Wi-Fi to residential and business customers. Its solutions support network operations, subscriber experience, and revenue growth. The company is headquartered in San Jose, California, and its shares are listed on the NYSE.
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