Revenues by Industry:

• Telecommunications: approx. 70%
• Software Solutions: approx. 20%
• Services: approx. 10%

TOP 3 Markets and their Percentage Shares:

• USA: approx. 60%
• Canada: approx. 15%
• Europe: approx. 10%

Calix, Inc. generates the majority of its revenues from the telecommunications industry, particularly through providing network solutions for broadband providers. The software solutions offered by the company also contribute significantly to the revenue as they enhance the efficiency and performance of the networks.

The primary market for Calix is the USA, where the company has made significant investments in broadband network infrastructure. Canada and Europe follow as important markets, with these regions also experiencing increasing demand for enhanced network solutions.

Production Sites: USA, Mexico, China (estimated 2023)

Calix, Inc. is a leading company in the field of communication equipment and software. The company mainly produces its products in the USA, Mexico, and China. These sites enable Calix to optimize production costs and ensure proximity to key markets.

The production facilities in the USA focus on the development and manufacturing of high-tech communication solutions. In Mexico and China, more cost-effective components are often manufactured to support the global supply chain and reduce production costs.

Revenue Growth: 18% (estimated for 2025 based on the latest available data from 2023) R&D Investments: 20% of revenue (2023)

Calix, Inc. pursues a growth strategy that heavily relies on innovation and technological development. The company invests significantly in research and development to strengthen its position in the field of communication software and solutions. These investments enable Calix to develop new products and services that meet the evolving needs of the telecommunications industry.

Another focus of Calix's growth strategy is expanding its customer base through strategic partnerships and entering new markets. The company aims to expand its presence in international markets while deepening its existing customer relationships.

Additionally, Calix is focusing on the digitization and automation of networks to offer its customers more efficient and cost-effective solutions. This is intended not only to increase customer satisfaction but also to secure long-term revenue growth.

Main raw materials: Electronic components, optical fiber cables, semiconductors

Countries of origin: China, Taiwan, South Korea, Japan

Calix, Inc. is a company specializing in network solutions, particularly for broadband communication. The main raw materials imported by Calix include electronic components, optical fiber cables, and semiconductors. These materials are essential for the manufacturing of their network equipment.

China and Taiwan are leading suppliers of electronic components and semiconductors, while South Korea and Japan are also significant sources of semiconductors and advanced electronic components. Dependence on these countries is typical for the technology industry, as they have well-developed infrastructure and expertise in the production of these materials.

Market Share: Estimated 20% in the broadband solutions sector (2025)

Research & Development (R&D) Expenses: 18% of revenue (2024)

Calix, Inc. has a significant competitive advantage in the field of broadband solutions, especially through its innovative platforms and services tailored specifically to the needs of communication service providers. The company heavily invests in research and development, enabling it to continuously bring new and improved products to the market.

Another advantage of Calix is its ability to offer customized solutions that enhance the efficiency and performance of its customers' networks. This results in high customer satisfaction and loyalty. Additionally, Calix benefits from a growing market for broadband solutions as the demand for faster and more reliable internet increases worldwide.

Calix's strong market position is supported by strategic partnerships and a well-established customer base, helping the company to maintain and expand its market share.

Institutional Investor Share: approx. 80% (estimated, based on historical trends up to 2023)

Insider Buys/Sells: No specific current data available, but there have been regular insider sales in the past, which is common in technology companies.

Calix, Inc. has traditionally had a high proportion of institutional investors, indicating the trust of large investment funds in the company. The institutional investor share has remained constant at around 80% in recent years.

Insider transactions, especially sales, are not uncommon in the technology industry and may be attributed to personal financial decisions of executives. It is important to consider these in the context of the overall company's development.

Market share of Calix, Inc.: Estimated around 10% (2025)

Top competitors and their market shares:

1. Cisco Systems, Inc.: around 25%
2. Huawei Technologies Co., Ltd.: around 20%
3. Nokia Corporation: around 15%
4. ZTE Corporation: around 12%
5. Calix, Inc.: around 10%
6. ADTRAN, Inc.: around 8%
7. Juniper Networks, Inc.: around 5%
8. Ciena Corporation: around 5%

Calix, Inc. is a significant player in the telecommunications solutions sector, specializing particularly in providing cloud and software solutions for broadband providers. Calix's market share is estimated at 10%, making it an important but not dominant player in the market.

Calix's moat primarily lies in its specialization in innovative cloud-based solutions, enabling broadband providers to operate more efficiently and offer better services to their customers. This specialization can be seen as a significant advantage as the demand for such solutions is growing.

However, compared to larger competitors like Cisco and Huawei, who have extensive resources and a broader product portfolio, Calix's moat is less pronounced. Cisco and Huawei have strong brands, extensive research and development budgets, and a global presence that gives them a competitive edge.

In summary, while Calix has specific strengths, its moat is less pronounced compared to the leading companies in the market. The competition potentially has stronger competitive advantages due to their size and resources.

Revenue Growth: 18% (2024) Profit Growth: 20% (2024)

Calix, Inc. experienced strong revenue growth of 18% in 2024, driven by increasing demand for their network solutions and services. The company has successfully established itself in new markets and expanded its product range, leading to a profit growth of 20%.

Calix's innovation, particularly in the area of cloud-based solutions and network security, positions the company well for future growth. Furthermore, Calix has made significant investments in research and development in recent years, increasing the potential for further product innovations.

Overall, the financial performance and strategic direction suggest that Calix, Inc. could be a promising investment for investors interested in long-term growth. However, potential investors should also consider general market conditions and specific risks of the company.

Dividend: None (as of 2025)

Calix, Inc. currently does not pay a dividend. The company has focused in recent years on investing its resources in the growth and expansion of its business. This is typical for companies in the technology sector, which often reinvest profits to strengthen their market position and drive innovation.

The reliability of a dividend payment is therefore not relevant as no payout is made. Investors who invest in Calix, Inc. typically do so with the aim of benefiting from share price increases and the company's growth potential, rather than from regular dividend payments.