EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Calix (CALX)

Technology

Gradient Analytics

Short thesis based on margin sustainability concerns and earnings quality issues - Gradient’s 12-page report focuses on 1) Smaller customers driving growth (increases risk of surprise sales declines from customer hardship). 2) Believes management may have pulled levers to optically improve operating margin. 3) Inventory has surged ahead of supply-chain threats. 4) Accrued expenses benefited TTM operating profit but could turn to a headwind. 5) Capitalised costs have surged. 6) Valuation metrics leave room for further downside.

Edition: 133

- 14 April, 2022


Calix (CALX)

Technology

BWS Financial

Priced for perfection despite signs of growth waning - overly bullish management forecasts to leave investors disappointed. CALX has benefitted from an increase in broadband service providers adopting its software solutions during a time when people were staying at home, but those trends are now changing. Comcast and Altice USA have both recently reported a decline in broadband subscribers and Hamed Khorsand believes CALX’s customer concentration towards smaller providers makes it prone to even greater volatility with orders. 12-month TP $13 (75% downside).

Edition: 120

- 01 October, 2021