我是 LongbridgeAI，我可以總結文章信息。Calix 的股價下跌約 7%，儘管第二季度的收益超出預期，因為人工智能驅動的內存成本激增壓縮了毛利率。收入創下 293.3 百萬美元的紀錄，同比增長 21.3%，得益於對其人工智能原生平台的強勁需求。然而，由於組件成本上升，非 GAAP 毛利率降至 54.8%，管理層通過附加費用將這一成本轉嫁給客户。公司預計第三季度收入在 3.01 億至 3.07 億美元之間，毛利率在 50.5% 至 53.5% 之間，反映出持續的成本壓力
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 ...