Calix Inc (NYSE:CALX)
$ 32.75 0.1 (0.31%) Market Cap: 2.15 Bil Enterprise Value: 1.91 Bil PE Ratio: 104.97 PB Ratio: 2.89 GF Score: 74/100
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Calix Inc at Jefferies Software Conference Transcript

Jun 02, 2022 / 04:30PM GMT
Release Date Price: $39.78 (+6.48%)
George Notter
Jefferies - MD, Equity Research - Communications Equipment

All right, hi there. We will go ahead and get started. Hi, everybody, I am George Notter from Jefferies. I cover the communications infrastructure space, and we are pleased to have the Calix folks with us. To the far left, CEO, Chairman, Carl Russo; and to my near left, Cory Sindelar, the CFO. So welcome, guys.

Carl Russo
Calix, Inc. - CEO & Chairman of the Board

Thank you, George.

Questions & Answers

George Notter;Carl Russo
Jefferies - MD, Equity Research - Communications Equipment;Calix, Inc. - CEO &

All right. Great to be at a conference that's in person also. Maybe, I guess the elephant in the room is supply chain. We actually had another company in the space give us some bad news this morning on supply chain. You know, Cisco obviously was a week, week and a half ago commentary about decommits, commentary about COVID lockdowns in China. Maybe you could just start by what are you seeing?

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