Calix (CALX) has been shifting their product mix from hardware to software platforms. This led to increases in margins which enabled the company to achieve a profitable quarter for Q4 2019. Calix is expected to achieve a full year of profits in 2020. In fact, earnings are expected to grow at a strong above-average pace for multiple years (consensus).
Calix's newfound success is the result of adding customers and growing revenue by offering their cloud & operating systems to communications service providers [CSPs]. The company's cloud offering uses analytics to