Calix Inc Watchlist
CALX: Designed for Decline
179 Views, 13 Jan 2022 00:30
- CALX has yet to experience the full extent of our original sell thesis even though there are growing signs of an impending impact
- Component issues could have become a headwind in the fourth quarter and remain a challenge in 2022.
- With Huawei equipment replacement predominately complete, small service providers could reduce their spending