Calix: Positive Demand Outlook With Business Transition Well Underway
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Calix Inc. is experiencing positive demand, particularly from medium and large customers, and is successfully transitioning to a software-led revenue model. The company reported positive 4Q24 earnings with sequential revenue growth, market share gains, international expansion, and record-high gross margins. Software and services now account for approximately 30% of total revenue, contributing to expanded margins and recurring revenue.
February 01, 2025 | 4:00 pm
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Calix Inc. is seeing strong demand and a successful transition to a software-led revenue model, leading to positive 4Q24 earnings, revenue growth, and record-high gross margins. Software and services now make up 30% of revenue, enhancing margins and recurring income.
The article highlights Calix's positive demand outlook and successful transition to a software-led model, which has resulted in positive earnings, revenue growth, and improved margins. These factors are likely to positively impact CALX's stock price in the short term.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100