Calix Gestion
Gestion contrôle des critères 3/4
Le PDG Calix est Michael Weening, nommé en Jan2021, a un mandat de 5.33 ans. La rémunération annuelle totale est $ 10.82M, composée du salaire de 5.2% et des bonus 94.8%, y compris les actions et options de la société. détient directement 0.026% des actions de la société, d'une valeur de $ 734.18K. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4 ans et 8.7 ans.
Informations clés
Michael Weening
Directeur général
US$10.8m
Rémunération totale
| Pourcentage du salaire du PDG | 5.18% |
| Durée du mandat du directeur général | 5.3yrs |
| Propriété du PDG | 0.03% |
| Durée moyenne d'occupation des postes de direction | 4yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 8.7yrs |
Mises à jour récentes de la gestion
Recent updates
Seeking Alpha • Apr 28
Calix: Recent Pullback Drives Bullish Update
Summary Calix, Inc. has experienced a notable stock pullback due to gross margin pressures from rising memory costs, but the reaction appears overdone. CALX's transition to a recurring revenue, higher-margin software platform is progressing, with Q1 revenue up 27% YoY and non-GAAP EPS at $0.40. Management expects gross margin headwinds to persist through 2026 but targets 100-200bps annual margin improvement starting in 2027, supporting strong EPS growth. The risk/reward skews positive: downside appears priced in, and execution on margin recovery could drive significant upside over the next two years. Read the full article on Seeking AlphaArticle d'analyse • Apr 25
Calix, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
There's been a notable change in appetite for Calix, Inc. ( NYSE:CALX ) shares in the week since its quarterly report...
Mise à jour de l'analyse • Apr 17
CALX: Buyback Progress And Investor Day Execution Will Support Future Repricing
The updated analyst price target for Calix nudged lower by about $3 to roughly $72 per share, as analysts incorporate slightly higher discount rates and modest tweaks to profit margin and P/E assumptions, while still referencing generally constructive recent research commentary. Analyst Commentary Recent Street research on Calix reflects a mix of optimism on the long term business setup and caution around nearer term execution and valuation, with several firms adjusting price targets and framing the current share price as either an opportunity or a source of risk.Mise à jour de l'analyse • Apr 01
CALX: Buyback Momentum And Investor Day Outlook Will Support Future Repricing
Analysts have trimmed their average price targets on Calix by about $10 to $15. However, they generally point to an upbeat investor day and the potential for continued positive momentum, and they view the recent share price weakness as an entry opportunity.Mise à jour de l'analyse • Mar 18
CALX: Buyback Expansion And Platform Adoption Will Support Future Repricing
Analysts have trimmed their average price targets for Calix by around $10 to $15 per share, reflecting reset expectations on timing and pace of growth. They still describe this as a strong buying opportunity on recent weakness.Mise à jour de l'analyse • Mar 03
CALX: Expanded Buybacks And Platform Adoption Will Support Future Share Repricing
The updated analyst price target for Calix now stands at $75, with the modest adjustment tied to slightly higher discount rate assumptions and a lower future P/E multiple, as analysts weigh recent target cuts against ongoing views that weakness in the shares may present a buying opportunity. Analyst Commentary Analysts are split between trimming valuation expectations and leaning into what they view as a constructive long term setup for Calix.Mise à jour de l'analyse • Feb 17
CALX: Expanded Buybacks And Platform Adoption Will Support Future Upside Potential
Calix's updated analyst price target moves to $75.00 as analysts factor in a slightly higher discount rate and richer future P/E assumptions, while still citing recent target cuts and buy-on-weakness commentary as key context. Analyst Commentary Recent research on Calix presents a mix of optimism about the company’s longer term positioning and caution around near term execution and valuation, which helps explain why price targets have been adjusted while still framing weakness as a potential entry point for some investors.
Nouvelle analyse • Feb 15
Long-Term Broadband Funding And AI Adoption Will Support A Stronger Future For This Business
Catalysts About Calix Calix provides a cloud and software platform, appliances and managed services that help broadband service providers run their networks and grow subscriber relationships. What are the underlying business or industry changes driving this perspective?Article d'analyse • Feb 05
Calix's (NYSE:CALX) Earnings May Just Be The Starting Point
Calix, Inc.'s ( NYSE:CALX ) earnings announcement last week was disappointing for investors, despite the decent profit...Mise à jour de l'analyse • Feb 02
CALX: Buyback Expansion And Platform Adoption Will Support Future Upside Potential
Our fair value estimate for Calix has shifted from US$82 to US$75, as analysts refine their price targets and assumptions around revenue growth, profit margins, and future P/E, while still highlighting potential opportunity if the share price weakens. Analyst Commentary Recent research updates on Calix point to a mixed but engaged analyst view, with several firms trimming price targets while still seeing room for upside if execution aligns with their expectations.
Nouvelle analyse • Jan 31
Fiber Build Constraints And AI Transition Will Challenge Execution Yet Ultimately Support A Stronger Business
Catalysts About Calix Calix provides a platform, appliances, cloud software and managed services that help broadband providers run their networks and grow subscriber relationships. What are the underlying business or industry changes driving this perspective?Mise à jour de l'analyse • Jan 19
CALX: Third-Gen Platform And Q3 Beat Will Drive Further Upside
Narrative Update Analysts have lifted their price target on Calix by $2.50 to $82.00, citing refreshed expectations for revenue growth, updated profit margin assumptions, and a slightly higher future P/E multiple, following recent bullish research and target hikes from major firms. Analyst Commentary Recent research on Calix is broadly constructive, with several price target hikes clustered around the low to mid US$80s.Mise à jour de l'analyse • Jan 05
CALX: Third-Gen AI Platform And Q3 Execution Will Support Further Upside
Analysts have raised their Calix price target to US$85 from US$65, citing strong Q3 performance, competitive wins, broad-based demand and expectations that the company's third generation platform could support further execution and valuation upside. Analyst Commentary Bullish analysts are highlighting Calix as a Q3 execution story, with price targets moving to US$85 as they reassess the company’s ability to win share and support higher valuation multiples over time.Mise à jour de l'analyse • Dec 14
CALX: Third-Gen AI Platform Will Sustain Beating And Raising Performance
Analysts have lifted their price target on Calix to $85 from $65, citing the company's consistent beat and raise execution, broad based demand, and a strengthening competitive position supported by its next generation platform and agentic artificial intelligence capabilities. Analyst Commentary Bullish analysts highlight that consecutive beat and raise quarters have increased confidence in Calix's execution, supporting the higher price target and a premium multiple versus peers.Mise à jour de l'analyse • Nov 28
CALX: Imminent Third-Gen Platform Launch Will Sustain Outperformance Versus Peers
Analysts have raised their price target for Calix to $85 per share, up from previous levels. This change is attributed to strong quarterly results, competitive advantages, and expectations of continued outperformance.Mise à jour de l'analyse • Nov 14
CALX: Market Momentum Will Accelerate From Upcoming AI Platform Launch
The analyst consensus price target for Calix has been raised from $72.17 to $79.50 per share. This increase reflects analysts' confidence in the company's strong execution, product innovation, and continued market outperformance against competitors.Mise à jour de l'analyse • Oct 31
CALX: Demand Momentum And AI Platform Expansion Will Shape Long-Term Performance
Calix's analyst price target increased from $66.17 to $72.17 per share, as analysts point to broad demand, strong order pipelines, and optimism about the company's third-generation platform and industry position as key factors in their updated outlook. Analyst Commentary Recent analyst commentary on Calix highlights strengthened confidence in the company’s future performance, particularly following a robust third-quarter report.Mise à jour de l'analyse • Sep 16
Agentic AI Integration Will Expand Broadband And Cloud Services
The upward revision in Calix’s analyst price target to $66.17 reflects accelerating adoption of its AI-enabled platform, positive earnings surprises, and growing leverage to U.S. rural broadband and international markets, reinforcing its dominant industry position. Analyst Commentary Bullish analysts cite accelerating adoption of Calix’s third-generation platform with agentic artificial intelligence, driving operating efficiencies and incremental revenue opportunities for broadband service providers.Article d'analyse • Jun 24
Is It Too Late To Consider Buying Calix, Inc. (NYSE:CALX)?
Calix, Inc. ( NYSE:CALX ), might not be a large cap stock, but it led the NYSE gainers with a relatively large price...Article d'analyse • May 04
Optimistic Investors Push Calix, Inc. (NYSE:CALX) Shares Up 33% But Growth Is Lacking
Calix, Inc. ( NYSE:CALX ) shareholders would be excited to see that the share price has had a great month, posting a...Seeking Alpha • Apr 23
Q1 Reinforced My Bullish View On Calix's Platform Evolution
Summary Calix, Inc. has successfully transitioned from hardware to a cloud-focused platform, helping broadband providers enhance customer experiences and expand digital access in underserved areas. Strong Q1 2025 results, with EPS and revenue beating estimates, highlight solid execution and a shift towards high-margin, recurring-revenue solutions. The company's robust cash position, ongoing share buybacks, and potential growth from BEAD funding and new customer wins bolster long-term potential. Read the full article on Seeking AlphaArticle d'analyse • Apr 03
An Intrinsic Calculation For Calix, Inc. (NYSE:CALX) Suggests It's 44% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Calix fair value estimate is US$63.50 Current share price of...Article d'analyse • Feb 27
Calix, Inc.'s (NYSE:CALX) Share Price Not Quite Adding Up
Calix, Inc.'s ( NYSE:CALX ) price-to-sales (or "P/S") ratio of 3.1x may not look like an appealing investment...Seeking Alpha • Feb 01
Calix: Steady Growth, Slow Momentum - A Hold For Me
Summary I rate Calix as a Hold due to its slightly volatile valuation and slowed revenue growth, despite its strong cloud-based platforms and expanding customer base. Valuation metrics and high stock volatility suggest waiting for stronger revenue momentum or a better entry point before considering a Buy. The broader industry and government funding delays impact near-term sales, requiring patience for long-term benefits to materialize. Read the full article on Seeking AlphaArticle d'analyse • Dec 13
Calix, Inc.'s (NYSE:CALX) Intrinsic Value Is Potentially 43% Above Its Share Price
Key Insights Calix's estimated fair value is US$50.51 based on 2 Stage Free Cash Flow to Equity Calix is estimated to...Article d'analyse • Nov 16
Risks Still Elevated At These Prices As Calix, Inc. (NYSE:CALX) Shares Dive 25%
The Calix, Inc. ( NYSE:CALX ) share price has fared very poorly over the last month, falling by a substantial 25...
Nouvelle analyse • Sep 24
Expanding Broadband Services And Cloud Management Fuel Optimism For Future Profits
Expanding market share via new Broadband Service Provider customers and largest platform cloud deal, suggesting increased revenue potential and demand for offerings.Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 28 2026 | n/a | n/a | US$34m |
| Dec 31 2025 | US$11m | US$560k | US$18m |
| Sep 27 2025 | n/a | n/a | -US$7m |
| Jun 28 2025 | n/a | n/a | -US$27m |
| Mar 29 2025 | n/a | n/a | -US$35m |
| Dec 31 2024 | US$8m | US$560k | -US$30m |
| Sep 28 2024 | n/a | n/a | -US$18m |
| Jun 29 2024 | n/a | n/a | US$2m |
| Mar 30 2024 | n/a | n/a | US$20m |
| Dec 31 2023 | US$7m | US$560k | US$29m |
| Sep 30 2023 | n/a | n/a | US$48m |
| Jul 01 2023 | n/a | n/a | US$44m |
| Apr 01 2023 | n/a | n/a | US$42m |
| Dec 31 2022 | US$22m | US$515k | US$41m |
| Oct 01 2022 | n/a | n/a | US$49m |
| Jul 02 2022 | n/a | n/a | US$213m |
| Apr 02 2022 | n/a | n/a | US$226m |
| Dec 31 2021 | US$8m | US$483k | US$238m |
| Oct 02 2021 | n/a | n/a | US$243m |
| Jul 03 2021 | n/a | n/a | US$86m |
| Apr 03 2021 | n/a | n/a | US$61m |
| Dec 31 2020 | US$6m | US$352k | US$33m |
| Sep 26 2020 | n/a | n/a | US$10m |
| Jun 27 2020 | n/a | n/a | -US$14m |
| Mar 28 2020 | n/a | n/a | -US$15m |
| Dec 31 2019 | US$4m | US$352k | -US$18m |
Rémunération vs marché: La rémunération totale de Michael ($USD 10.82M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 7.13M ).
Rémunération et revenus: La rémunération de Michael a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Michael Weening (56 yo)
5.3yrs
Titularisation
US$10,820,080
Compensation
Mr. Michael Weening is the Chief Executive Officer of Calix, Inc., since October 2022 and has been its Director since May 11, 2023. He served as Chief Operating Officer of Calix, Inc. since August 2020 unt...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Director | 5.3yrs | US$10.82m | 0.026% $ 734.2k | |
| Chief Financial Officer | 8.6yrs | US$8.22m | 0.16% $ 4.6m | |
| Chief Operations Officer | less than a year | US$9.34m | 0.0037% $ 104.9k | |
| Chief Product Officer | 8.3yrs | US$9.24m | 0% $ 0 | |
| Vice President of Investor Relations | no data | pas de données | pas de données | |
| Executive VP | 4yrs | pas de données | pas de données | |
| Chief Revenue Officer | no data | pas de données | pas de données | |
| Chief Sustainability Officer | 2.2yrs | pas de données | pas de données | |
| Chief Talent & Culture Officer | 4.9yrs | pas de données | pas de données | |
| Chief Customer Officer | less than a year | pas de données | pas de données | |
| Senior VP & Chief Information Officer | less than a year | pas de données | pas de données |
4.0yrs
Durée moyenne de l'emploi
57yo
Âge moyen
Gestion expérimentée: L'équipe de direction de CALX est considérée comme expérimentée (ancienneté moyenne 4 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Director | 3yrs | US$10.82m | 0.026% $ 734.2k | |
| Independent Director | 1.8yrs | US$270.11k | 0.011% $ 318.7k | |
| Independent Director | 11.8yrs | US$280.11k | 0.10% $ 3.0m | |
| Chairman of the Board | 26.4yrs | US$1.63m | 8.81% $ 249.3m | |
| Independent Director | 8.8yrs | US$269.99k | 0.061% $ 1.7m | |
| Independent Director | 8.7yrs | US$294.99k | 0.093% $ 2.6m | |
| Independent Director | 1yr | US$230.22k | 0.0073% $ 207.9k | |
| Lead Independent Director | 11.6yrs | US$315.49k | 0.20% $ 5.8m | |
| Independent Director | 3.8yrs | US$269.99k | 0.0073% $ 207.9k |
8.7yrs
Durée moyenne de l'emploi
62yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de CALX sont considérés comme expérimentés (ancienneté moyenne 8.7 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/07 05:43 |
| Cours de l'action en fin de journée | 2026/05/07 00:00 |
| Les revenus | 2026/03/28 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Calix, Inc. est couverte par 21 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Amir Rozwadowski | Barclays |
| Christian Schwab | Craig-Hallum Capital Group LLC |
| Parth Talsania | Equisights |