Calix Inc

CALX: Designed for Decline

Equity Bottom-Up
179 Views, 13 Jan 2022 00:30
EXECUTIVE SUMMARY
  • 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
detail (8-minute read)
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