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Posted by
Two Blokes Jul 12 -
Filed in
Stock
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6 views
Calix is executing well, with strong Q1 results, record gross margins, and expanding customer momentum in core broadband and software segments. The platform strategy is driving recurring revenue and customer stickiness, with SmartBiz and SmartMDU expanding the total addressable market. Despite operational excellence, Calix trades at a premium valuation (~58x earnings), outpacing both sector peers and its own revenue growth.
