Calix: A Disruptor In A Mature Industry

Investment overview Business description CALX is a disruptor to a mature industry CALX CALX CALX Given that this is a disruptive model, the question is whether there is strong demand for it and if the products do work. The most solid evidence for strong demand can be seen from CALX Financials, where revenue from its small customer base saw exceptional growth post-launch of these next-gen products (revenue grew from $294 million in FY19 to $764 million in FY23). In terms of whether the product works, I belie ...