Calix, Inc. (CALX) Q3 2024 Earnings Conference Call Transcript Summary
Calix, Inc. (CALX) Q3 2024 Earnings Conference Call Transcript Summary
Non-GAAP operating expenses were $105 million, up $1 billion from the prior quarter primarily due to marketing expenses.The following is a summary of the Calix, Inc. (CALX) Q3 2024 Earnings Conference Call Transcript:
以下是calix, Inc. (CALX) 2024年第三季度業績會議通話記錄總結：
Financial Performance:
金融業績：
Calix, Inc. reported Q3 2024 revenue of $201 million, a 1.4% sequential growth.
Record non-GAAP gross margin reached 55.4% during the third quarter.
Non-GAAP operating expenses were $105 million, up $1 billion from the prior quarter primarily due to marketing expenses.
calix, Inc.報告2024年第三季度營業收入爲$20100萬，環比增長1.4%。
非通用會計原則毛利率在第三季度達到55.4%的歷史紀錄。
非通用會計原則營業費用爲$10500萬，較上一季度增加10億美元，主要是由於營銷費用增加。
Business Progress:
業務進展：
Calix sustained engagement in strategic customer and market expansion by adding 13 new customers and entering new verticals with 23 customers launching managed services for the first time.
They highlighted ongoing investment in their platform, cloud, and managed services to enable growth and improve operational efficiencies.
Calix通過增加13名新客戶，並與23名客戶進入新領域，首次推出託管服務，持續參與戰略客戶和市場拓展。
他們強調持續投資於他們的平台、雲端和託管服務，以促進增長並提高運營效率。
Opportunities:
機會：
The growth in Remaining Performance Obligations (RPOs) suggests sustained demand for Calix's services, expecting further growth as customers expand their subscriber base.
The upcoming Broadband Equity, Access, and Deployment (BEAD) program is seen as a significant growth driver once states begin to award funds, expected to boost bookings by early 2025.
剩餘履約義務（RPO）的增長表明對calix服務的持續需求，預計隨着客戶擴大訂戶基礎而進一步增長。
一旦各州開始撥款，即將到來的寬帶股權、接入和部署（BEAD）計劃被視爲重要的增長推動因素，預計將在2025年初通過資金提振訂單量。
Risks:
風險：
The normalization of buying patterns for appliances indicates a modest growth outlook in the near term.
家用電器購買模式的正常化表明短期內前景增長穩健。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
