CALXCALIX, INC
Communications Services, NEC
- Revenue
- $1.0B
- 20% YoY
- Operating margin
- 2.1%
- 141% YoY
- EBITDA
- $39M
- 265% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear755% of net incomeCash flow under 80% of net income
- Dilutive SBCClear9% of revenueOver 10% of revenue
- Payouts exceed cash flowClear69% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear12% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $679M | $868M | $1.0B | $832M | $1.0B | 20% |
| Operating income | $74M | $53M | $26M | −$43M | $21M | 149% |
| Net income | $238M | $41M | $29M | −$30M | $18M | 160% |
| Operating cash flow | $57M | $27M | $56M | $68M | $135M | 97% |
| Capex | $10M | $14M | $18M | $18M | $19M | 7.6% |
| Stock-based comp | $24M | $45M | $63M | $71M | $88M | 24% |
| Buybacks | $0 | $0 | $86M | $11M | $94M | 775% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $3M · 1
- Net
- −$3M
Pay vs performance
No pay-versus-performance disclosure yet.