Calix, Alcatel-Lucent and ADTRAN will continue to benefit from the U.S. Tier 3 service providers that are upgrading their existing copper plant to support VDSL2 or building out fiber to the home (FTTH), says Infonetics.
Calix's fourth-quarter 2013 revenue rose 3 percent year-over-year to $94 million, up from $91.4 million in the fourth quarter of 2012 and meeting the preliminary results it revealed in January.
Calix warned that Q4 2013 revenue will be 3.6 percent to 8 percent lower than it initially forecast due to slower than expected sales to service providers.
Calix reported that Q3 2013 revenue rose 27 percent to $103.6 million, up from $81.3 million in Q3 2012 due to an uptick in its Unified Access portfolio products to both domestic and international service provider customers.
CenturyLink has named Calix as the GPON supplier for its 1 Gbps-capable fiber to the home pilot in Omaha, Neb.
Calix reported that a jump in sales put its Q2 2013 revenue at $94.4 million, up 20 percent year-over-year from Q2 2012. The vendor said the rise in revenue was due to strong growth with both domestic Tier 1, 2, and 3 telcos and international service providers.
Calix bucked the seasonal trend that has plagued other members of the telecom ecosystem as the vendor's Q1 2013 revenues rose 15.3 percent year-over-year revenue to $90.5 million.
GPON equipment sales for Fiber to the Home networks were an anomaly in Q4 2012, one that was arguably a weak quarter for last mile wireline access gear.
Calix reported that Q4 2012 revenues rose 12.5 percent sequentially to $91.4 million but remained flat year-over-year.
VDSL2 may be still be the new kid on the DSL service block, but at a time when telcos are looking for more economical ways to deliver higher speed residential broadband data and video, it is an attractive option that more telcos are turning to in their existing markets while building out FTTH in Greenfield markets.