Calix to Showcase AI Platform at MWC26
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy CALX?
Source: Businesswire
- CEO Keynote: Calix CEO Michael Weening will deliver a keynote at MWC26's 'Architects of the AI Age' session, showcasing the transformative vision of the company's AI-native platform, which is expected to attract global tech leaders and enhance Calix's influence in the telecommunications sector.
- AI Platform Demonstration: Calix will collaborate with Google Cloud to showcase live demonstrations of its agentic AI platform at MWC, emphasizing how the platform enables service providers to deploy AI at scale in both rural and metropolitan markets, thereby enhancing customer experience and unlocking new revenue streams.
- Investment and Innovation: Weening noted that Calix has invested over $2 billion over the past 15 years to build its third-generation platform, a strategic investment that not only strengthens the company's technological capabilities but also provides customers with more efficient operations and engagement, driving business growth.
- Global Livestream: Weening's keynote will be livestreamed globally via the MWC app and MWCBarcelona.com, ensuring that audiences worldwide can stay updated on Calix's latest advancements in AI and telecommunications, further enhancing brand visibility and market impact.
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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: 50.300
Low
75.00
Averages
79.50
High
85.00
Current: 50.300
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 to Showcase AI Platform at MWC26
- CEO Keynote: Calix CEO Michael Weening will deliver a keynote at MWC26's 'Architects of the AI Age' session, showcasing the transformative vision of the company's AI-native platform, which is expected to attract global tech leaders and enhance Calix's influence in the telecommunications sector.
- AI Platform Demonstration: Calix will collaborate with Google Cloud to showcase live demonstrations of its agentic AI platform at MWC, emphasizing how the platform enables service providers to deploy AI at scale in both rural and metropolitan markets, thereby enhancing customer experience and unlocking new revenue streams.
- Investment and Innovation: Weening noted that Calix has invested over $2 billion over the past 15 years to build its third-generation platform, a strategic investment that not only strengthens the company's technological capabilities but also provides customers with more efficient operations and engagement, driving business growth.
- Global Livestream: Weening's keynote will be livestreamed globally via the MWC app and MWCBarcelona.com, ensuring that audiences worldwide can stay updated on Calix's latest advancements in AI and telecommunications, further enhancing brand visibility and market impact.
See More
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.
See More
Walmart Partners with OpenAI to Enhance AI Shopping Experience
- Enhanced AI Shopping Experience: Walmart's partnership with OpenAI allows customers to find and purchase items directly within ChatGPT, a move expected to significantly enhance online shopping convenience and customer satisfaction.
- 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.
See More
Companies Increase Investment in AI Agent Technology
- Investment in AI Agents: More companies are investing in AI agent and chatbot technology to enhance customer service and workforce productivity, indicating a shift towards chatbots as the primary communication channel for customers.
- Walmart's Strategic Partnership: Walmart's deal with OpenAI allows customers to find and purchase items within ChatGPT, with CEO Doug McMillon stating that this will drive e-commerce growth and enhance the shopping experience.
- Employee Concerns About AI: A Mercer poll found that 40% of employees are worried about job loss due to AI in 2026, up from 28% in 2024, highlighting a growing negative sentiment towards AI technology.
- Calix's AI Agent Deployment: Calix rolled out AI agents across its platforms to assist marketers in generating subscriber offers and improving customer service, with CEO Michael Weening emphasizing that AI should be viewed as a
See More
Calix Expected to Report Significant Q4 Earnings Growth
- Earnings Announcement: Calix (CALX) is set to announce its Q4 earnings on January 29 before market open, with consensus EPS estimate at $0.38, reflecting a substantial year-over-year growth of 375%, indicating a significant improvement in profitability.
- Strong Revenue Expectations: Analysts forecast Calix's Q4 revenue to reach $267.36 million, representing a 29.7% year-over-year increase, showcasing the company's robust performance and ongoing growth potential in the market.
- Impressive Historical Performance: Over the past two years, Calix has exceeded EPS estimates 100% of the time and revenue estimates 75% of the time, demonstrating the company's stability and reliability in financial performance.
- Positive Revision Trends: In the last three months, Calix has seen six upward revisions for both EPS and revenue estimates, with no downward revisions, reflecting market confidence and optimism regarding its future performance.
See More
Calix Expected to Report Significant Q4 Earnings Growth
- Earnings Announcement: Calix (CALX) is set to announce its Q4 earnings on January 28th after market close, with a consensus EPS estimate of $0.38, reflecting a substantial year-over-year growth of 375%, indicating strong profitability and market confidence.
- Strong Revenue Expectations: Analysts project Calix's Q4 revenue to reach $267.36 million, representing a 29.7% year-over-year increase, showcasing the company's sustained growth in market demand and product sales.
- Outstanding Historical Performance: Over the past two years, Calix has exceeded EPS estimates 100% of the time and revenue estimates 75% of the time, demonstrating the company's stability and reliability in financial performance.
- Positive Estimate Revisions: In the last three months, Calix's EPS and revenue estimates have seen six upward revisions each, with no downward adjustments, reflecting analysts' optimistic outlook on the company's future performance and further boosting investor confidence.
See More
Calix to Showcase AI Platform at MWC26
- CEO Keynote: Calix CEO Michael Weening will deliver a keynote at MWC26's 'Architects of the AI Age' session, showcasing the transformative vision of the company's AI-native platform, which is expected to attract global tech leaders and enhance Calix's influence in the telecommunications sector.
- AI Platform Demonstration: Calix will collaborate with Google Cloud to showcase live demonstrations of its agentic AI platform at MWC, emphasizing how the platform enables service providers to deploy AI at scale in both rural and metropolitan markets, thereby enhancing customer experience and unlocking new revenue streams.
- Investment and Innovation: Weening noted that Calix has invested over $2 billion over the past 15 years to build its third-generation platform, a strategic investment that not only strengthens the company's technological capabilities but also provides customers with more efficient operations and engagement, driving business growth.
- Global Livestream: Weening's keynote will be livestreamed globally via the MWC app and MWCBarcelona.com, ensuring that audiences worldwide can stay updated on Calix's latest advancements in AI and telecommunications, further enhancing brand visibility and market impact.
See More
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.
See More
Walmart Partners with OpenAI to Enhance AI Shopping Experience
- Enhanced AI Shopping Experience: Walmart's partnership with OpenAI allows customers to find and purchase items directly within ChatGPT, a move expected to significantly enhance online shopping convenience and customer satisfaction.
- 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.
See More
Companies Increase Investment in AI Agent Technology
- Investment in AI Agents: More companies are investing in AI agent and chatbot technology to enhance customer service and workforce productivity, indicating a shift towards chatbots as the primary communication channel for customers.
- Walmart's Strategic Partnership: Walmart's deal with OpenAI allows customers to find and purchase items within ChatGPT, with CEO Doug McMillon stating that this will drive e-commerce growth and enhance the shopping experience.
- Employee Concerns About AI: A Mercer poll found that 40% of employees are worried about job loss due to AI in 2026, up from 28% in 2024, highlighting a growing negative sentiment towards AI technology.
- Calix's AI Agent Deployment: Calix rolled out AI agents across its platforms to assist marketers in generating subscriber offers and improving customer service, with CEO Michael Weening emphasizing that AI should be viewed as a
See More
Calix Expected to Report Significant Q4 Earnings Growth
- Earnings Announcement: Calix (CALX) is set to announce its Q4 earnings on January 29 before market open, with consensus EPS estimate at $0.38, reflecting a substantial year-over-year growth of 375%, indicating a significant improvement in profitability.
- Strong Revenue Expectations: Analysts forecast Calix's Q4 revenue to reach $267.36 million, representing a 29.7% year-over-year increase, showcasing the company's robust performance and ongoing growth potential in the market.
- Impressive Historical Performance: Over the past two years, Calix has exceeded EPS estimates 100% of the time and revenue estimates 75% of the time, demonstrating the company's stability and reliability in financial performance.
- Positive Revision Trends: In the last three months, Calix has seen six upward revisions for both EPS and revenue estimates, with no downward revisions, reflecting market confidence and optimism regarding its future performance.
See More
Calix Expected to Report Significant Q4 Earnings Growth
- Earnings Announcement: Calix (CALX) is set to announce its Q4 earnings on January 28th after market close, with a consensus EPS estimate of $0.38, reflecting a substantial year-over-year growth of 375%, indicating strong profitability and market confidence.
- Strong Revenue Expectations: Analysts project Calix's Q4 revenue to reach $267.36 million, representing a 29.7% year-over-year increase, showcasing the company's sustained growth in market demand and product sales.
- Outstanding Historical Performance: Over the past two years, Calix has exceeded EPS estimates 100% of the time and revenue estimates 75% of the time, demonstrating the company's stability and reliability in financial performance.
- Positive Estimate Revisions: In the last three months, Calix's EPS and revenue estimates have seen six upward revisions each, with no downward adjustments, reflecting analysts' optimistic outlook on the company's future performance and further boosting investor confidence.
See More
