Executive Summary
Generated July 30, 2026
Computing Interconnects
Calix
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
0
Chokepoint Score
no direct dependencies recorded in the graph
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
San Jose, California, USA
Website
Employees
1,600 (2026, approximate)
Founded
1999
Listing
CALX · NYSE
Market Cap
$2.34B
Revenue (TTM)
$1.11B
Price
USD37.1 (-0.99%)
Market data as of Jul 29, 2026, 11:25 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
A broadband platform and software company serving smaller and regional broadband service providers, increasingly positioning AI-driven subscriber experience tools as a growth vector. Q2 2026 revenue reached a record $293 million (up 5% sequentially, 21% year-over-year), with CEO Michael Weening calling the quarter the start of 'Calix, the AI leader' as its AI-native Calix One platform (built on Google Cloud) shipped its first full quarter live, adding secure private AI agents and agentic workflows alongside an expanding Wi-Fi 7 hardware lineup; full-year 2026 growth is tracking toward the top of its 15-20% guidance range.
Strategic Connections
- Digi International: Calix competes with Digi International and other connectivity platform providers in broadband and IoT networking markets.
- Telecommunications: Calix supplies broadband access platforms used across the telecommunications industry.
Strategic Risks
- Revenue concentrated among smaller regional broadband providers with limited individual scale
Future Outlook
- AI-driven subscriber experience tools positioned as a differentiator against larger networking vendors
- AI-native Calix One platform and agentic workflows expected to be the primary 2026-2027 growth catalyst
Sources
4 sources, 67% average source confidence — full citations in the Full Analyst Report.
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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