Rosenblatt Expects Calix Q1 Revenue to Reach $278 Million
Rosenblatt believes Calix's investor day on April 22 should be update. It expects the company to report Q1 revenue on April 21 slightly above the consensus at $278M, which is up 26% year-over-year. The company's broadband experience provider customers are gaining subscriber market share in the U.S. through use of Calix's technology, the analyst tells investors in a research note. At the investor event, Rosenblatt expects Calix to discuss its near- and mid-term drivers of revenue growth and margin expansion, including the Broadband Equity, Access, and Deployment program and agentic AI.
