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Marketwire (Apr 25, 2013)
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Marketwire (Apr 2, 2013)
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Marketwire (Feb 5, 2013)
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Calix's CEO Discusses Q3 2012 Results - Earnings Call TranscriptThu, Oct 25, 2012
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Marketwire (Oct 25, 2012)
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Earnings Analysis: Adtran Inc.CapitalCube • Thu, Oct 11, 2012 -
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Marketwire (Sep 4, 2012)
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Calix's CEO Discusses Q2 2012 Results - Earnings Call TranscriptTue, Jul 31, 2012
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Earnings Analysis: Adtran Inc.CapitalCube • Thu, Oct 11, 2012
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10 High-Growth Stocks Under $5 Undervalued By Levered Free Cash FlowsKapitall • Thu, Jul 26, 2012 -
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16 High-Growth Hedge Fund Stock Picks Undervalued By Target PriceKapitall • Thu, May 3, 2012
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Top 10 Stocks With Strong Balance Sheet And Price Performance In 2012StockPandit • Fri, Apr 27, 2012 -
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U.S. IPO Index Continues To Outperform In FebruaryRenaissance Capital IPO Research • Wed, Feb 15, 2012 -
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US IPO Index Kicks Off 2012 With A BangRenaissance Capital IPO Research • Tue, Jan 24, 2012
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Should Investors Add Adtran After Fourth Quarter Earnings?Stephen Simpson • Wed, Jan 18, 2012 -
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5 Tech Stocks With Potential To Outperform In 2012Stock Croc • Thu, Nov 17, 2011 -
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Calix's CEO Discusses Q3 2012 Results - Earnings Call TranscriptThu, Oct 25, 2012
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Calix's CEO Discusses Q2 2012 Results - Earnings Call TranscriptTue, Jul 31, 2012
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Marketwire (Apr 25, 2013)
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Marketwire (Apr 2, 2013)
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Marketwire (Feb 5, 2013)
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Marketwire (Oct 25, 2012)
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at MarketWatch.com (Sep 11, 2012)
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Marketwire (Sep 4, 2012)
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at Fox Business (Aug 23, 2012)
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at Fox Business (Aug 23, 2012)
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Marketwire (Jul 31, 2012)
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at MarketWatch.com (Jul 12, 2012)
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at CNBC.com (Jul 11, 2012)
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Marketwire (Jul 11, 2012)
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Marketwire (May 1, 2012)
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at MarketWatch.com (Dec 19, 2011)
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at CNBC.com (Sep 27, 2010)
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at MarketWatch.com (Sep 16, 2010)
CALX vs. ETF Alternatives
Company Description
We are a leading provider in North America of broadband communications access systems and software for copper- and fiber- based network architectures that enable communications service providers, or CSPs, to connect to their residential and business subscribers. We enable CSPs to provide a wide... More
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- | Earnings
- | Dividends
- | M&A
- | On the move
- Thursday, April 25, 10:17 AM A Q1 beat and strong 2013 guidance lead Infinera (INFN +22.8%) to surge to 52-week highs. Industry peers are up in sympathy, a day after many declined thanks to AT&T: CIEN +3%. FNSR +2.8%. JDSU +1.5%. ADTN +2.2%. CALX +1.5%. On its earnings call, Infinera guided for Q2 revenue of $130M-$140M and EPS of -$0.04 to $0.01, above a consensus of $124.3M and -$0.05. Gross margin (an issue going in) is expected to rise to 37%-39% from Q1's 36%. 2013 revenue growth is now pegged at the the high end of a guidance range of 10%-20% (consensus is 17%). Purchase commitments for the advanced DTN-X optical transmission system grew by 6 to 27. Needham has upgraded shares to Buy. Comment! [Tech, Earnings, On the Move]
- Tuesday, April 23, 7:56 PM Telecom equipment and optical component makers fall in AH trading in response to Juniper's revenue miss and light Q2 guidance, and (in what's arguably the bigger news) AT&T's $2B/year capex budget cuts for 2014 and 2015. CSCO -1.8% AH. CIEN -2.5%. RVBD -1.4%. JDSU -3.4%. FNSR -1.3%. TLAB -1.6%. Many of these companies had surged last November when AT&T set lofty 2014/2015 capex targets. Other names that could fall tomorrow: INFN. FN. OPLK. CALX. ADTN. 1 Comment [Tech, On the Move]
- Thursday, March 7, 10:11 AM It's rally time for telecom equipment and optical component makers, as the Street sees positive implications in Ciena's FQ1 beat and respectable FQ2 guidance for service provider capex. JDSU +6.2%. JNPR +4%. FNSR +4.5%. INFN +5.1%. ADTN +2.5%. RVBD +1.7%. FFIV +2.3%. CALX +2.1%. OCLR +5.7%. OPLK +2.7%. EXFO +4.5%. Comment! [Tech, On the Move]
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Wednesday, February 6, 12:45 PM
Midday top 10 gainers: IGOI +28%. BIOL +27%. JAXB +22%. GDP +21%. CACH +20%. KFRC +19%. SFLY +20%. POWL +14%. MFR +14%. MUSA +13%.
Midday top 10 losers: VOCS -17%. CVU -14%. CALX -13%. OPAY -10%. AERL -10%. CHRW -10%. URRE -10%. SSY -9%. WXS -9%. ELN -8%. Comment! [On the Move] - Wednesday, November 7, 2012, 4:02 PM Though many telecom equipment names with strong U.S. exposure rallied in response to AT&T's capex announcement, Calix (CALX -9.7%) fell hard today. A likely reason: Calix depends heavily on sales to tier-2 carriers who will be in the crosshairs of AT&T's Project Velocity, which seeks to both expand the company's wireline broadband reach and make its 4G network a broadband option in many rural areas. Comment! [Tech, On the Move, M&A]
- Friday, November 2, 2012, 2:13 PM Telecom equipment and chip/component names are underperforming following Alcatel-Lucent''s (ALU -9.5%) downbeat Q3 numbers, which included an 11% Q/Q and 18% Y/Y drop in Optics division revenue. CIEN -3.6%. TLAB -1.2%. FNSR -2.6%. OCLR -1.5%. APKT -2.4%. CALX -2.1%. ADTN -2.3%. ALTR -3.1%. CAVM -2.9%. Worries about telecom capex have long been running high. Comment! [Tech, On the Move]
- Friday, October 26, 2012, 2:03 PM Crushed this year due to weak U.S. service provider capex, Calix (CALX +15.9%) has taken off after beating lowered estimates and guiding on its earnings call for Q4 revenue (excludes the Ericsson deal) of $87M and EPS of $0.05, nearly even with a consensus of $87M and $0.06. Calix and Acme Packet's results are lifting telecom equipment peers, many of whom sold off earlier this week: ADTN +1.9%. CIEN +3.8%. JNPR +2.5%. SONS +3.9%. Comment! [Tech, Earnings, On the Move]
- Wednesday, October 3, 2012, 1:45 PM Adtran (ADTN -6.1%) plummets in afternoon trading after warning seasonality and weak telecom equipment capex "may lead to a 'teens' percentage point sequential decrease" in Q4 revenue. Adtran tumbled last week after warning it expects Q3 revenue of $162M - though the current Q4 revenue consensus of $177.6M is likely outdated, investors clearly weren't counting on a drop below $150M. Rival Calix (CALX -1.7%) is also lower. Comment! [Tech, Earnings, On the Move]
- Friday, September 28, 2012, 2:44 PM Some of the problems behind Adtran's (ADTN -10.5%) Q3 warning are company-specific, suggests MKM's Michael Genovese. Adtran is "under competitive attack" from Calix (CALX -2%) at rural telcos, he writes, and the company's sales to AT&T and Verizon are partly under pressure due to by declining sales of legacy hardware (presumably a reference to Adtran's T1/T3 and SONET gear). But Genovese grants the warning will heighten near-term investor concerns about industry peers such as ALU, CIEN, and TLAB. Comment! [Tech, On the Move, Quick Ideas]
- Tuesday, September 11, 2012, 9:44 AM Calix (CALX +8.4%) jumps on news CFO Michael Ashby bought 50K shares yesterday. The fiber equipment firm has had a rough time dealing with a poor U.S. telecom capex environment. 11.3% of Calix's float was shorted as of Aug. 15. Comment! [Tech, On the Move]
- Thursday, August 30, 2012, 11:33 AM Also selling off (previous) thanks to the poor guidance accompanying Ciena's FQ3 report: TLAB -3%. ALU -2.2%. CALX -2.9%. JNPR -4.6%. NPTN -3.8%. OCLR -3.9%. With AT&T and Verizon trying to boost near-term profits by keeping capex down, European carriers struggling with macro and debt issues, and Chinese carriers also beginning to put the brakes on spending, there are plenty of reasons to be worried about telecom equipment demand. Comment! [Tech, On the Move]
- Wednesday, August 22, 2012, 4:51 PM Calix (CALX) +3% AH after announcing it's buying Ericsson's (ERIC) fiber access equipment division and forming a reseller agreement with the company. Calix, which expects the deal to be accretive to EPS, claims Ericsson's division offers the industry's highest-capacity GPON fiber solution. Infonetics' Jeff Heynen notes the deal will allow Calix, currently focused on North America, to expand into emerging markets; his firm previously called Ericsson a top-3 GPON vendor. Comment! [Tech, On the Move, M&A]
- Wednesday, July 25, 2012, 2:44 PM Juniper and Riverbed's results/guidance are stoking a rally in enterprise networking and telecom equipment stocks, many of whom have been volatile in response to earnings and capex news. CSCO +2.6%. FFIV +3.3%. CIEN +4.4%. CALX +6.7%. NTGR +4.5%. ARUN +7.3%. ERIC +2.6%. Needham, which launched coverage of Riverbed with a Strong Buy last month, is praising its strong pipeline and improving sales metrics. Jefferies likes Juniper's cost-reduction efforts. Comment! [Tech, On the Move, Quick Ideas]
- Thursday, July 19, 2012, 12:11 PM If there's a theme to Q2 tech earnings reports so far, it's "good enough." Just as several large-caps have rallied on so-so results, beaten-down telecom equipment and optical component names are rallying on Verizon's guidance for "flat to down" 2012 capex - some feared worse guidance in light of recent warnings. CIEN +5%. ALU +6.9%. JDSU +2%. FNSR +3%. JNPR +2.8%. Nomura sees Verizon's comments about 40G/100G optical investments as a positive for Juniper and Ciena. Comment! [Tech, On the Move, Quick Ideas]
- Thursday, July 12, 2012, 10:11 AM Telecom equipment and optical component names fell yesterday due to Adtran's results, and today they're underperforming with the help oft Calix's (CALX -25.5%) warning. JDSU -3.3%. ALLT -4.9%. ADTN -3.6%. JNPR -2.7%. FNSR -2.8%. Aside from macro conditions, wireline telecom capex budgets are being pressured by the data demands of mobile networks, and the heavy debt loads of Euro carriers. Juniper reports on July 23. Comment! [Tech, On the Move]
- Wednesday, July 11, 2012, 4:31 PM Calix (CALX -10.2%) falls 23.8% AH after warning it expects Q2 revenue of $79M and EPS of $0.04, far below a consensus of $95.1M and $0.10. The broadband infrastructure provider, already hit hard by Adtran's Q2 report, blames weak service provider capex in multiple markets. The capex cuts, in turn, are blamed on macro issues and regulatory uncertainty. UBS' call on telecom capex is looking quite accurate at this point. Comment! [Tech, Earnings, On the Move]
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realornot: thanks for the wuff wuff Alert... they all come with extra fleas that bite your deep!
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Marc Courtenay
CALX is showing itself to be consistently volatile, down almost 4% today. Insiders have been buyers,& selling at only 16X forward earnings. - View all 0 replies
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Marc Courtenay
CALX is caught up in the "wave of fear" about small cap stocks, even though it's selling at less than 17 times next year's earnings - View all 0 replies
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realornot: thanks for the wuff wuff Alert... they all come with extra fleas that bite your deep!
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