Latest news with #CALX
Yahoo
28-07-2025
- Business
- Yahoo
5 Must-Buy AI-Powered Internet Software Stocks to Power Your Portfolio
The Internet Software and Services space is gathering momentum owing to robust IT spending on solutions that support hybrid operating environments. Outstanding penetration of mobile devices among users makes sense for businesses to invest heavily in web-based infrastructure, applications and security software. Within the Technology sector, the Zacks-defined Internet Software industry is currently within the top 32% of the Zacks Industry Rank. Since the Internet Software industry is ranked in the top half of Zacks Ranked Industries, we expect it to outperform the market over the next three to six months. We recommend five artificial intelligence (AI)-focused stocks from this space that have strong potential for the second half of 2025. These are — UiPath Inc. PATH, Calix Inc. CALX, Arista Networks Inc. ANET, HubSpot Inc. HUBS and NICE Ltd. NICE. Each of our picks currently carries a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here. The chart below shows the price performance of our five picks year to date. Image Source: Zacks Investment Research UiPath Inc. UiPath provides an end-to-end automation platform that offers a range of robotic process automation solutions primarily in the United States, Romania, the United Kingdom, the Netherlands, and internationally. PATH offers a suite of interrelated software to build, manage, run, engage, measure, and govern automation within the organization. The PATH platform's embedded AI (artificial intelligence), ML (machine language), and NLP (Natural Language Processing) capabilities improve decisioning and information processing. PATH introduced new generative AI features, including specialized LLMs (Large Language Model) such as DocPATH and CommPATH, and Context Grounding, to enhance automated AI models for specific business needs. UiPath has an expected revenue and earnings growth rate of 8.5% and 5.7%, respectively, for the current year (ending January 2026). The Zacks Consensus Estimate for current-year earnings has improved 7.7% over the last 60 days. Calix Inc. Calix provides cloud and software platforms, and systems and services in the United States, the rest of the Americas, Europe, the Middle East, Africa, and the Asia Pacific. CALX's cloud and software platforms, and systems and services enable broadband service providers to provide a range of services. CALX offers the Calix Cloud platform comprising Calix Engagement Cloud, Calix Operations Cloud, and Calix Service Cloud, which are configurable to display role-based insights and enable BEPs to anticipate and target new revenue-generating services and applications through mobile applications, such as CommandIQ for residents and CommandWorx for businesses. CALX has integrated AI into its cloud platform and products to enhance broadband experience providers' operations, subscriber engagement, and service delivery. CALX offers AI-powered marketing solutions for the health and finance industries, AI-powered chat bots, and AI-driven initiatives like Calix AI Agents. Calix has an expected revenue and earnings growth rate of 15.3% and more than 100%, respectively, for 2025. The Zacks Consensus Estimate for 2025 earnings has improved 25.6% over the last seven days. Arista Networks Inc. Arista Networks is well-positioned with the right network architecture for client-to-campus data center cloud and AI networking backed by three guiding principles. These include the best-in-class, highly proactive products with resilience, zero-touch automation and telemetry with predictive client-to-cloud one-click operations with granular visibility and prescriptive insights for deeper AI algorithms. ANET's EOS Smart AI Suite and Arista AVA (Autonomous Virtual Assist) enhance AI job monitoring, deep-dive analytics, and proactive performance issue resolution. Its AI suite also focuses on network security and optimization. ANET's AI-powered cloud networking solutions provide predictable performance and programmability, enabling seamless integration with third-party applications for network management, automation and orchestration. Arista AVA offers augmentation of pervasive visibility, continuous threat detection, and enforcement. The growing demand for 200- and 400-gig high-performance switching products augurs well for ANET's long-term growth. Arista Networks has an expected revenue and earnings growth rate of 19.3% and 13.7%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 0.4% in the last 30 days. HubSpot Inc. HubSpot provides a cloud-based customer relationship management platform for businesses in the Americas, Europe, and the Asia Pacific. HUBS is witnessing steady multi-hub adoption from enterprise customers in the premium market. Pricing optimization in HUBS' starter edition is leading to solid client additions in the lower end of the market. The integration of HubSpot AI, which includes state-of-the-art features, such as AI assistance, AI agents, AI insights and ChatSpot, is driving more value to customers. HUBS' seat pricing model lowers the barrier for customers to get started with its business and mitigates pricing friction for upgrades. The growing adoption of inbound applications is a tailwind. HubSpot has an expected revenue and earnings growth rate of 15.4% and 15.2%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 2.3% in the last 90 days. NICE Ltd. NICE is benefiting from the continued strength of its cloud business, expansion of its customer base and AI-powered solutions. Increased adoption of NICE's CXone platform saw large enterprises integrating AI tools to enhance customer experience. The success of AI products like autopilot and copilot, along with a growing partner ecosystem, is expanding NICE's market reach. Investments in automation, analytics and AI-powered contact centers is strengthening its competitive edge. NICE's focus on operational efficiency and product enhancements is bolstering its cloud leadership. Also, NICE remains well-positioned for steady growth with AI-driven customer engagement solutions. NICE has an expected revenue and earnings growth rate of 7% and 11.2%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 1.6% in the last 90 days. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Calix, Inc (CALX) : Free Stock Analysis Report UiPath, Inc. (PATH) : Free Stock Analysis Report Nice (NICE) : Free Stock Analysis Report Arista Networks, Inc. (ANET) : Free Stock Analysis Report HubSpot, Inc. (HUBS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
23-04-2025
- Business
- Yahoo
Calix Inc (CALX) Q1 2025 Earnings Call Highlights: Record Growth and Strategic Expansions
Revenue: $220 million, representing 7% sequential quarterly growth. Non-GAAP Gross Margin: 56.2%, a record for the company. Remaining Performance Obligations (RPOs): $340 million, up 4% sequentially and 39% year over year. Current RPOs: $128 million, up 6% sequentially and 30% year over year. New BSP Customers: 16 added in the first quarter. Free Cash Flow: Double-digit for the eighth consecutive quarter. Cash and Investments: $282 million, after $40 million in share repurchases. Days Sales Outstanding (DSO): 30 days, down six days sequentially and 10 days year over year. Inventory Turns: 3.6. Q2 2025 Revenue Guidance: $221 million to $227 million, a 2% sequential increase at the midpoint. Stock Repurchase Program: Increased by $100 million. Warning! GuruFocus has detected 5 Warning Sign with CALX. Release Date: April 22, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Calix Inc (NYSE:CALX) reported strong demand in the first quarter, delivering revenue of $220 million, which represented a 7% sequential quarterly revenue growth. The company achieved a record non-GAAP gross margin of 56.2% in the first quarter, driven by customer mix and new subscriber wins. Calix Inc (NYSE:CALX) added 16 new BSP customers, with the majority being competitive takeaways, indicating strong market positioning. The company maintained a strong balance sheet, generating double-digit free cash flow for the eighth consecutive quarter and ending with cash and investments of $282 million. Calix Inc (NYSE:CALX) increased its stock repurchase program by $100 million, reflecting confidence in its financial position and future prospects. The dynamic environment presents challenges in forecasting costs with precision, potentially impacting financial performance. The company faces ongoing uncertainty related to tariffs, which could affect future costs and supply chain dynamics. Calix Inc (NYSE:CALX) acknowledges the inherent lumpiness in its business, particularly with large customer accounts, which can lead to variability in quarterly results. The company is not including potential BEAD funding in its growth forecasts due to uncertainty around timing and disbursement. Despite strong performance, Calix Inc (NYSE:CALX) operates in a competitive market with ongoing challenges from other broadband providers and technology shifts. Q: Can you provide insights into the macro spending environment and your customers' CapEx plans for 2025? A: Michael Weening, President and CEO, explained that customers are investing appropriately in capital for network builds and consumer demand. Calix's business model, which focuses on marketing analytics and consumer insights, helps broadband experience providers attract new subscribers and drive capital investment. The company is confident in its business model and has guided higher for Q2 due to strong demand. Q: What impact do tariffs have on your business, and how are you managing potential cost increases? A: Cory Sindelar, CFO, stated that tariffs have not impacted Q1 results, and the company has inventory to protect against immediate effects. Calix plans to pass any future tariff-related costs to customers without adding profit margins. The company has a strong supply chain team and a diversified manufacturing presence to minimize costs and ensure supply. Q: Do you expect sequential revenue growth throughout 2025, and what is your outlook for 2026? A: Cory Sindelar confirmed that Calix expects sequential revenue growth throughout 2025, even with demand pull-forwards from large customers. The company anticipates low double-digit growth for 2026, maintaining its growth trajectory. Q: How is Calix positioned to benefit from the DZS bankruptcy, and what opportunities do you see? A: Michael Weening expressed sympathy for customers affected by the DZS bankruptcy and emphasized Calix's focus on offering support and solutions to those in need. While there may be opportunities for Calix, the company's primary goal is to help affected customers navigate their challenges. Q: What is the status of BEAD funding, and how does it impact your growth projections? A: Michael Weening noted that BEAD funding is not included in Calix's growth projections due to ongoing uncertainties. The company expects BEAD to take longer to arrive but believes it will eventually provide a significant tailwind. Calix remains focused on its strong broadband business model, which drives demand independently of BEAD funding. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus.
Yahoo
24-02-2025
- Business
- Yahoo
Calix Full Year 2024 Earnings: EPS Misses Expectations
Revenue: US$831.5m (down 20% from FY 2023). Net loss: US$29.7m (down by 201% from US$29.3m profit in FY 2023). US$0.45 loss per share (down from US$0.44 profit in FY 2023). All figures shown in the chart above are for the trailing 12 month (TTM) period Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 58%. The primary driver behind last 12 months revenue was the United States segment contributing a total revenue of US$764.6m (92% of total revenue). The largest operating expense was Sales & Marketing costs, amounting to US$217.9m (44% of total expenses). Over the last 12 months, the company's earnings were enhanced by non-operating gains of US$13.3m. Explore how CALX's revenue and expenses shape its earnings. Looking ahead, revenue is forecast to grow 7.7% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Communications industry in the US. Performance of the American Communications industry. The company's shares are down 2.8% from a week ago. Just as investors must consider earnings, it is also important to take into account the strength of a company's balance sheet. We have a graphic representation of Calix's balance sheet and an in-depth analysis of the company's financial position. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Yahoo
05-02-2025
- Business
- Yahoo
Calix Announces Upcoming Investor Events
SAN JOSE, Calif., February 05, 2025--(BUSINESS WIRE)--Calix, Inc. (NYSE: CALX) today announced that Calix management will participate in the upcoming investor events: Event: Morgan Stanley Technology, Media & Telecom Conference Date: March 3, 2025 Presentation Time: 1:05 p.m. Pacific Time Location: San Francisco, CA Participants: Carl Russo, Chairman & Cory Sindelar, CFO Event: ROTH Capital Partners 37th Annual Conference Date: March 17, 2025 Location: Dana Point, CA Participant: Cory Sindelar, CFO Institutional investors interested in a meeting should contact their representative at the host firms, or email Calix investor relations at InvestorRelations@ A webcast of the presentation sessions, where available, will be accessible in the investor relations section of the Company's website at About Calix Calix, Inc. (NYSE: CALX) – Calix is an appliance-based platform, cloud and managed services company. Broadband experience providers (BEP) leverage the Calix broadband platform, cloud and managed services model to simplify operations, subscriber engagement and services; innovate for their consumer, business and municipal subscribers; and grow their value for members, investors and the communities they serve. Our end-to-end platform, cloud and managed services democratize the use of data—enabling our customers of any size to operate efficiently, acquire subscribers and deliver exceptional experiences. Calix is dedicated to driving continuous improvement in partnership with our growing ecosystem to support the transformation of our BEP customers and their communities. Category: Financial View source version on Contacts Investor Inquiries: Nancy FazioliVP, Investor RelationsInvestorRelations@ (669) 308-3901
