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Posted by
Two Blokes Jul 23 -
Filed in
Stock
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12 views
Calix delivered strong 2Q25 results with 22% revenue growth, record margins, and broad-based customer expansion, validating my bullish thesis. Landmark Tier 1 customer win and accelerating RPO growth highlight increased future visibility and customer stickiness, supporting long-term growth. The rollout of CALX's third-gen AI agentic platform removes scaling bottlenecks, making 'land and expand' more efficient and scalable for larger customers.
