SAN JOSE, Calif.--(BUSINESS WIRE)---- $CALX #calix--Today, Calix, Inc. (NYSE: CALX) released initial findings from a national study commissioned by Calix Market Insights, revealing critical insights for broadband service providers (BSPs) about subscriber buying behavior. The study, conducted by independent research firm Wakefield Research, highlights the behavior of "switchers,†the subscribers who change BSPs and often signal where the market is heading. These insights make one thing clear: Experiences are ...

Industry Overview - The AI-driven bull run that began in 2023 and 2024 has continued into 2025, with strong momentum in the AI infrastructure segment [2] - The demand for AI infrastructure remains robust, supported by a bullish market scenario [2] Capital Expenditure Trends - Four of the "magnificent 7" stocks are set to invest $380 billion in 2025 for AI infrastructure development, representing a 54% year-over-year increase in capital spending [3] - Projections indicate that AI infrastructure capital expenditure will exceed $1 trillion by 2028, with estimates reaching a cumulative total of $5 trillion by 2030 [4] Investment Recommendations - Five small and mid-cap stocks are highlighted as potential beneficiaries of the AI boom in 2026: Calix Inc. (CALX), Qualys Inc. (QLYS), Innodata Inc. (INOD), Five9 Inc. (FIVN), and UiPath Inc. (PATH) [5][10] Company Profiles Calix Inc. (CALX) - CALX provides cloud and software platforms for communications service providers, integrating AI to enhance operations and subscriber engagement [8][9] - Expected revenue and earnings growth rates for CALX are 12.4% and 35.3%, respectively, for the next year [11] Qualys Inc. (QLYS) - QLYS specializes in cloud-based cybersecurity solutions, benefiting from increased demand amid rising cyber threats [12][15] - The company has a projected revenue growth rate of 7.7% and earnings growth of 6.5% for the next year [16] Innodata Inc. (INOD) - INOD plays a crucial role in the AI ecosystem by providing high-quality data for training language models, with expected revenue and earnings growth rates of 24.1% and 35.6%, respectively [18][21] - The company supports five of the seven major hyperscalers and is expanding its capabilities in AI services [19][20] Five9 Inc. (FIVN) - FIVN offers intelligent cloud software for contact centers, with a focus on AI-driven solutions that enhance customer interactions [22][25] - The expected revenue and earnings growth rates for FIVN are 9.5% and 8.3%, respectively, for the next year [26] UiPath Inc. (PATH) - PATH provides a robotic process automation platform that leverages AI to streamline operations, with new generative AI features enhancing its offerings [27][28] - The company anticipates revenue and earnings growth rates of 9.3% and 14.2%, respectively, for the next year [30]

The Computer and Technology group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Calix (CALX) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Computer and Technology peers, we might be able to answer that question.Calix is one of 602 individual stocks in the Computer and Technology sector. Collectively, these companies sit at #1 in the Zacks Sector Rank. The Zacks Sector Rank ...

Core Insights - Home Telecom experienced a 5X increase in subscriber upgrades within six months after launching lifestyle-based residential Wi-Fi packages with Calix SmartHome, resulting in nearly 500 percent growth in monthly recurring revenue and over 17 percent increase in average revenue per user (ARPU) per upgrade [1][6]. Group 1: Subscriber Engagement and Revenue Growth - Home Telecom's partnership with Calix Success led to the reinvention of their SmartHome packages, focusing on subscriber interests and lifestyles, which included the introduction of SmartTown for community Wi-Fi [2][4]. - The launch of five distinct managed Wi-Fi packages, including the new 5-gig Tech Giant package, has attracted subscribers with high-performance connectivity needs [3][6]. - Targeted marketing campaigns utilizing Calix Cloud resulted in a 40 percent increase in multi-gig take rates within 30 days, demonstrating effective subscriber engagement strategies [6]. Group 2: Operational Efficiency and Innovation - Home Telecom simplified whole-home Wi-Fi adoption through "all-in" plans, which included installation of mesh systems and setup of the CommandIQ mobile app, enhancing cybersecurity and content controls for subscribers [6]. - Insights from Calix Cloud enabled personalized offerings and accelerated the adoption of multi-gig packages, showcasing the importance of data-driven strategies in enhancing subscriber experiences [2][6]. Group 3: Recognition and Future Outlook - Home Telecom received the Calix Collins Marketing Innovation Award for their effective marketing campaigns that significantly boosted subscriber engagement and service adoption [5]. - Calix's president emphasized that the future of broadband lies in enhancing subscriber experience and engagement, indicating a shift in industry focus from speed and price competition to value-driven service [7].

Industry Overview - The artificial intelligence (AI) infrastructure segment is experiencing significant momentum, driven by a bullish demand scenario, which is expected to transform the world over the next five years [2]. Company Summaries Innodata Inc. (INOD) - Innodata is positioned as a key partner in the AI revolution, providing essential data for training advanced language models, with a long-term growth outlook supported by major tech companies and diverse customer bases [6][7]. - The company has launched a GenAI Test and Evaluation Platform to validate large language models, enhancing its capabilities in AI data and integration [8][10]. - Innodata's expected revenue and earnings growth rates for the next year are 24.1% and 35.6%, respectively, with a Zacks Consensus Estimate for earnings improving by 1.7% over the last 30 days [11]. Calix Inc. (CALX) - Calix provides cloud and software platforms for communication service providers, integrating AI to enhance operations and subscriber engagement [13][14]. - The company has an expected revenue growth rate of 12.4% and an earnings growth rate of 35.3% for the next year, with the Zacks Consensus Estimate for earnings improving by 8.3% over the last 60 days [14]. Five9 Inc. (FIVN) - Five9 specializes in contact center software solutions, benefiting from increased subscription revenues and the adoption of AI tools in its services [16][19]. - The company has an expected revenue and earnings growth rate of 9.7% and 8.3%, respectively, for the next year, with the Zacks Consensus Estimate for earnings improving by 1.3% over the last 30 days [21].

Core Viewpoint - Calix (CALX) has experienced significant selling pressure, resulting in an 11.3% decline over the past four weeks, but analysts anticipate improved earnings in the near future [1] Group 1: Technical Analysis - The Relative Strength Index (RSI) is utilized to determine if CALX is oversold, with a current reading of 28.02 indicating potential for a price reversal [2][5] - Stocks oscillate between overbought and oversold conditions, and the RSI helps identify when a stock may be undervalued due to excessive selling [3] Group 2: Fundamental Analysis - Analysts have raised earnings estimates for CALX significantly, with a 231.4% increase in the consensus EPS estimate over the last 30 days, suggesting potential price appreciation [7] - CALX holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks, indicating strong potential for a turnaround [8]

Core Insights - CoastConnect has achieved significant growth by leveraging Calix Success, reporting a 20% increase in subscriber acquisition and 60% app adoption within 18 months [1][10] - The partnership with Calix is transforming CoastConnect from a traditional broadband provider into an experience leader, focusing on AI-driven operations to enhance community value [2][8] Subscriber Growth and Engagement - CoastConnect reported a 20% growth in subscriber acquisition and 60% adoption of the CommandIQ app within 18 months [1][10] - The company reached 20% of its first-year SmartBiz goals within weeks, indicating strong demand for its managed services [10] Operational Efficiency - CoastConnect improved operational efficiency by streamlining workflows across Calix Cloud, enhancing customer support, network management, and marketing outreach [10] - The company exceeded security-focused managed service adoption by 140% past target, indicating effective restructuring of their residential portfolio [10] Workforce Development - CoastConnect completed 53 courses through Calix University, enhancing workforce expertise and preparing teams for AI-enabled operations [10] - Calix is launching Learning Unlimited, an all-inclusive education model to further support workforce upskilling [3][10] Future-Ready Initiatives - CoastConnect is re-engaging the Smart Start for Managed Services program to support a SmartTown deployment, aiming to deliver secure community-wide Wi-Fi [7] - The company plans to activate Business Insights Services to turn subscriber usage patterns into actionable growth plans, establishing a foundation for future AI-driven operations [7]

Core Viewpoint - Rio Tinto has entered into a Joint Development Agreement with Calix to support the construction of a demonstration plant for Zero Emissions Steel Technology in Western Australia, which aims to facilitate lower-emissions steel production using Pilbara iron ores [1] Group 1 - The demonstration plant will be located in Kwinana, south of Perth, at a site previously designated for Rio Tinto's Bio project [1] - The collaboration with Calix is part of Rio Tinto's efforts to innovate in sustainable steelmaking technologies [1]

Core Viewpoint - Calix (CALX) has shown a 6.4% increase in stock price over the past four weeks, with a mean price target of $79.5 indicating a potential upside of 26.3% from the current price of $62.94 [1] Price Targets and Analyst Estimates - The mean estimate consists of six short-term price targets with a standard deviation of $5.05, where the lowest estimate is $75.00 (19.2% increase) and the highest is $85.00 (35.1% increase) [2] - A low standard deviation among price targets suggests a high degree of agreement among analysts regarding the stock's price movement [9] Earnings Estimates and Market Sentiment - Analysts have shown increasing optimism about CALX's earnings prospects, with three estimates revised higher in the last 30 days, leading to a Zacks Consensus Estimate increase of 231.4% [12] - CALX holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimates [13] Caution on Price Targets - Solely relying on consensus price targets for investment decisions may not be wise, as analysts' ability to set unbiased targets has been questioned [3][7] - Price targets should be treated with skepticism, as they can mislead investors more often than guide them [10]

Core Insights - CDE Lightband has successfully launched Calix SmartBiz, surpassing its first-year goals and driving growth in the small business sector through effective strategies and offerings [1][3][5] Group 1: Product and Service Offering - SmartBiz provides flexibility for small business subscribers, catering to various needs from simple guest Wi-Fi to secure networks for point-of-sale systems [2][7] - The integration of SmartBiz with the Calix Broadband Platform allows for secure, managed Wi-Fi tailored for small businesses, enhancing network management and reliability [4][6] Group 2: Implementation and Strategy - CDE Lightband deployed SmartBiz in just six weeks with support from Calix Success, establishing a dedicated small business organization across sales, engineering, and support [3][5] - The company made SmartBiz a standard feature in every bundle, which has helped maintain a market share of 40-45% while simplifying purchasing for small businesses [5][6] Group 3: Leadership and Vision - Leadership at CDE Lightband emphasizes the importance of reliability and simplicity in service offerings, adapting to the unique needs of different types of businesses [7] - Calix's President highlighted CDE Lightband's success as a model for service providers to differentiate themselves through value rather than price, showcasing the potential for community-focused growth [8]