Calix 股价在第二季度业绩超预期后下跌 7%，因为人工智能驱动的内存成本压缩了利润率

Calix 的股价下跌约 7%，尽管第二季度的收益超出预期，因为人工智能驱动的内存成本激增压缩了毛利率。收入创下 293.3 百万美元的纪录，同比增长 21.3%，得益于对其人工智能原生平台的强劲需求。然而，由于组件成本上升，非 GAAP 毛利率降至 54.8%，管理层通过附加费用将这一成本转嫁给客户。公司预计第三季度收入在 3.01 亿至 3.07 亿美元之间，毛利率在 50.5% 至 53.5% 之间，反映出持续的成本压力

Calix (CALX) shares fell over ~7% to ~$35.78 on Tuesday, even after the company reported better-than-expected second-quarter results, as investors focused on pressure on gross margins from higher memory component costs. On a year-to-date basis, the stock has significantly underperformed the broader S&P 500 (SP500), falling 32.63% compared with the ...