This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Calix's Management Presents At The Deutsche Bank Technology Conference (Transcript)

We are the leader in advanced broadband Access and we have the largest market share in North America in fiber to the home and are the largest market share in both the 2-2 and 2-3 space in North America.

Over 1,000 customers, including 18 of the 20 largest US Ilex. We have shipped over 70,000, 75,000 systems, 15 million ports and we are financially a strong country, no debt and even though our revenues have been down in the last couple of quarters, we are able to generate cash each quarter and have no accessing the problems on them as far as the company is concerned.

So our focus is on Access as I mentioned. As you can see with the shape and technology ahead, the first is commerce is going completely global as everybody knows. Second is that communications are becoming mobile and personal and that has been drive of course by the iPad, iPhones, Tablets, all those smaller devices, which are making everything become mobile. The third is that information is becoming digital and as you probably know, only about 10% of the world’s information today is digitized, but that is rapidly increasing and will continue to increase.

And finally the culture is becoming virtual. So the culture is virtual in every aspect, using things like FaceTime, Skype and all sorts of different meetings, which have taken over using video. So all of this has become what we call an old video world. You can’t to a website now which doesn’t have video on it, which doesn’t have a video clip. Everything that you do now demands broadband Access and demands video.

In addition to that, there are a number of things that are impacting the service providers themselves, our customers. The first one is regulatory; that is a trailing indicator. Regulator has always been around and continues to be around. The changing of the present managers us actually affecting us. At the moment our regional carriers are somewhat effected by changes that have taken place in what’s called the USF /ICC reform and so the industry is regulated. We’re becoming less served as time goes on.

And the competition however is intensifying. The competition is intensifying not just within the service providers but from the cable companies, of course from the wireless and from different types of service providers that are coming up in the world. So competition is strongly in this business for our customers.

2 of 3

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free
AAPL $93.21 -0.44%
FB $117.80 -0.22%
GOOG $701.26 0.80%
TSLA $211.34 -5.00%
YHOO $36.94 2.60%


Chart of I:DJI
DOW 17,660.71 +9.45 0.05%
S&P 500 2,050.60 -0.52 -0.03%
NASDAQ 4,717.0940 -8.5450 -0.18%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs