Calix Reports Record Q4 2025 Earnings and Growth Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: seekingalpha
- Record Performance: Calix achieved a record revenue of $272 million in Q4 2025, reflecting a 3% sequential increase and a robust 32% year-over-year growth, marking the best performance in the company's history and demonstrating strong demand in the broadband experience provider market.
- Cash Flow and Buyback Plan: The company reported free cash flow of $40 million for Q4, marking 11 consecutive quarters of eight-figure positive cash flow, while the Board authorized a $125 million increase in the stock repurchase plan, reflecting confidence in the company's internal valuation.
- Platform Migration and Market Opportunities: The successful launch of the third-generation Calix platform in December 2025 has seen over 300 customers migrated, with all migrations expected to be completed by Q1 2026, enhancing the company's competitive position in international markets and among large customers.
- Future Growth Outlook: Management guided Q1 2026 revenue to be between $275 million and $281 million, indicating confidence in multi-year growth opportunities, particularly with the BEAD program projected to represent a $1 billion to $1.5 billion market opportunity.
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Analyst Views on CALX
Wall Street analysts forecast CALX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CALX is 79.50 USD with a low forecast of 75.00 USD and a high forecast of 85.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 52.960
Low
75.00
Averages
79.50
High
85.00
Current: 52.960
Low
75.00
Averages
79.50
High
85.00
About CALX
Calix, Inc. is an appliance-based platform, cloud and managed services company. It develops, markets, and sells its appliance-based platform, cloud and managed services that enable service providers of all types and sizes to transform their businesses. Its Calix Platform consists of Calix Cloud, which comes in three role-based editions: Calix Engagement Cloud, Calix Operations Cloud and Calix Service Cloud; Calix Intelligent Access, its network solution for automated, intelligent next-generation networks, and Calix Unlimited Subscriber, its premises solution for subscriber managed services. Its SmartLife managed services consist of SmartHome managed services and applications to enhance, operate and secure the connected experience of subscribers in their home; SmartBiz managed services address the business networking and productivity needs of small business owners, and SmartMDU managed services, which provide purpose-built, flexible connectivity solutions for multifamily properties.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Calix Reports Record Q4 2025 Earnings and Growth Outlook
- Record Performance: Calix achieved a record revenue of $272 million in Q4 2025, reflecting a 3% sequential increase and a robust 32% year-over-year growth, marking the best performance in the company's history and demonstrating strong demand in the broadband experience provider market.
- Cash Flow and Buyback Plan: The company reported free cash flow of $40 million for Q4, marking 11 consecutive quarters of eight-figure positive cash flow, while the Board authorized a $125 million increase in the stock repurchase plan, reflecting confidence in the company's internal valuation.
- Platform Migration and Market Opportunities: The successful launch of the third-generation Calix platform in December 2025 has seen over 300 customers migrated, with all migrations expected to be completed by Q1 2026, enhancing the company's competitive position in international markets and among large customers.
- Future Growth Outlook: Management guided Q1 2026 revenue to be between $275 million and $281 million, indicating confidence in multi-year growth opportunities, particularly with the BEAD program projected to represent a $1 billion to $1.5 billion market opportunity.
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Walmart Partners with OpenAI to Enhance AI Shopping Experience
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- E-commerce Growth Driver: CEO Doug McMillon stated that agentic AI will be a key growth driver for Walmart's e-commerce business, helping customers save time and enjoy shopping more, thereby boosting sales.
- Employee Productivity Boost: Calix's rollout of AI agents across its platform aims to assist marketers in generating subscriber offers and improving customer service efficiency, thereby enhancing overall productivity and alleviating employee workloads.
- Impact of AI on Employment: While AI is seen as a tool for productivity enhancement, it is projected to lead to over 55,000 job cuts by 2025, raising employee concerns about job security and affecting the acceptance of new technologies.
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