Calix (CALX)

Company Profile

innovative communications service providers rely on calix platforms to help them master and monetize the complex infrastructure between their subscribers and the cloud. calix is the leading global provider of the cloud and software platforms, systems, and services required to deliver the unified access network and smart premises of tomorrow. our platforms and services help our customers build next generation networks by embracing a devops operating model, optimize the subscriber experience by leveraging big data analytics, and turn the complexity of the smart home and business into new revenue streams.

Company profile

Ticker

CALX

Exchange

NYSE

Website

www.calix.com/

CEO

Carl Russo

Location

California

Fiscal year end

Dec 31

Sector

Manufacturing > Telephone Apparatus Manufacturing

Industry (SIC)

Communications Services, NEC

Intelsat • EchoStar • Globalstar • Cogent Communications • Gogo • BuzzFeed • AST SpaceMobile • Boingo Wireless • Orbcomm • RigNet ...

Former names

CALIX NETWORKS INC

SEC CIK

0001406666

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

Calix Network Technology • Calix Networks UK, Ltd. • CIDC Private Limited • Calix International, Inc. • Calix Brasil Servicos Ltda. ...

IRS number

680438710

CALX stock data

1M 1Y 5Y

Latest filings (excl ownership)

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24 Oct 23

Calix Releases Third Quarter 2023 Financial Results

23 Oct 23

S-8

Registration of securities for employees

24 Jul 23

Calix Releases Second Quarter 2023 Financial Results

19 Jul 23

Conflict minerals disclosure

1 Jun 23

8-K

Departure of Directors or Certain Officers

15 May 23

8-K

Submission of Matters to a Vote of Security Holders

24 Apr 23

Calix Releases First Quarter 2023 Financial Results

19 Apr 23

Transcripts

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CALX

Earnings call transcript

2023 Q3

24 Oct 23

CALX

Earnings call transcript

2023 Q2

20 Jul 23

CALX

Earnings call transcript

2023 Q1

20 Apr 23

CALX

Earnings call transcript

2022 Q4

26 Jan 23

CALX

Earnings call transcript

2022 Q3

25 Oct 22

CALX

Earnings call transcript

2022 Q2

26 Jul 22

CALX

Earnings call transcript

2022 Q1

26 Apr 22

CALX

Earnings call transcript

2021 Q4

27 Jan 22

CALX

Earnings call transcript

2021 Q3

26 Oct 21

CALX

Earnings call transcript

2021 Q2

27 Jul 21

Latest ownership filings

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Notice of proposed sale of securities

Notice of proposed sale of securities

Notice of proposed sale of securities

Financial summary

Financial statements Chart CALX financial data

Quarter (USD)	Sep 23	Jul 23	Apr 23	Dec 22
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 22	Dec 21	Dec 20	Dec 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from Calix earnings reports.

Institutional ownership, Q3 2023

CALX institutional ownership history Ownership history

84.9% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	271	269	+0.7%
Opened positions	39	38	+2.6%
Closed positions	37	41	-9.8%
Increased positions	110	112	-1.8%
Reduced positions	96	86	+11.6%

13F shares	Current	Prev Q	Change
Total value	2.46 tn	2.67 tn	-8.0%
Total shares	55.96 mm	55.86 mm	+0.2%
Total puts	201.60 k	29.80 k	+576.5%
Total calls	221.90 k	294.90 k	-24.8%
Total put/call ratio	0.9	0.1	+799.1%

Largest owners	Shares	Value	Change
BLK Blackrock	8.43 mm	$386.46 bn	+4.3%
Vanguard	6.36 mm	$291.76 bn	+4.9%
Alliancebernstein	2.37 mm	$108.63 bn	+26.4%
Russo Carl	2.24 mm	$0.00	0.0%
STT State Street	1.97 mm	$90.43 bn	+2.3%
Gilder Gagnon Howe & Co	1.74 mm	$79.59 bn	-5.3%
Dimensional Fund Advisors	1.64 mm	$75.00 bn	-0.5%
Wellington Management	1.59 mm	$72.83 bn	+24.6%
AMP Ameriprise Financial	1.43 mm	$65.53 bn	+15.3%
BK Bank Of New York Mellon	1.32 mm	$60.57 bn	-2.0%

Largest transactions	Shares	Bought/sold	Change
Driehaus Capital Management	0.00	-784.75 k	EXIT
Schonfeld Strategic Advisors	31.84 k	-681.37 k	-95.5%
Assenagon Asset Management	328.80 k	-622.48 k	-65.4%
Artisan Partners Limited Partnership	1.07 mm	+554.00 k	+106.5%
Alliancebernstein	2.37 mm	+495.20 k	+26.4%
Renaissance Technologies	151.75 k	-473.00 k	-75.7%
Lord, Abbett & Co.	90.90 k	-404.27 k	-81.6%
William Blair Investment Management	373.71 k	+373.71 k	NEW
BLK Blackrock	8.43 mm	+347.99 k	+4.3%
Intrinsic Edge Capital Management	516.34 k	+316.34 k	+158.2%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

CALX insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
27 Nov 23	Sindelar Cory	Common Stock Common Stock (right to buy)	Grant	Acquire A	No	No	37.8	100,000	3.78 mm	100,000
27 Nov 23	Weening Michael	Common Stock Common Stock (right to buy)	Grant	Acquire A	No	No	37.8	120,000	4.54 mm	120,000
27 Oct 23	John Matthew Collins	Common Stock	Sell	Dispose S	No	No	33.14	60,000	1.99 mm	0
27 Oct 23	John Matthew Collins	Common Stock	Option exercise	Acquire M	No	No	9.16	30,000	274.80 k	60,000
27 Oct 23	John Matthew Collins	Common Stock	Option exercise	Acquire M	No	No	8.03	15,000	120.45 k	30,000
27 Oct 23	John Matthew Collins	Common Stock	Option exercise	Acquire M	No	No	6.95	15,000	104.25 k	15,000
27 Oct 23	John Matthew Collins	Stock Option Common Stock	Option exercise	Dispose M	No	No	9.16	30,000	274.80 k	165,000
27 Oct 23	John Matthew Collins	Stock Option Common Stock	Option exercise	Dispose M	No	No	8.03	15,000	120.45 k	25,000
27 Oct 23	John Matthew Collins	Stock Option Common Stock	Option exercise	Dispose M	No	No	6.95	15,000	104.25 k	20,171
4 Aug 23	Listwin Donald J	Common Stock	Sell	Dispose S	No	No	43.15	100,000	4.32 mm	497,533