Financial PerformanceCALX delivered well ahead of consensus on results and guidance, showcasing strong financial performance.
Market PositionCALX is actively converting former DZS customers, reducing competitive concerns and strengthening its market position.
Product StrategyThe company's highly differentiated software business model is increasingly capable of driving steady earnings growth.
Revenue GrowthRevenue guidance for 3Q25 is materially above expectations, suggesting management believes in the sustainability of the new quarterly revenue run-rate.