November 2024
Broadband Investor Beacon
Higher, More Predictable Returns Come From Transforming Your Portfolio Into Broadband Experience Providers With Calix
The next phase of broadband growth is here—and investor opportunities to drive long-term value are more compelling than ever. You already know investing in broadband service providers (BSPs) is critical, but did you know helping them transform into broadband experience providers (BEPs) is how you can ensure sustainable returns for years to come? In this edition, we explore key takeaways from recent events and provide insights into the strategies driving the next phase of broadband growth.
BEPs differ from BSPs in a significant way: They pinpoint exactly what subscribers want, and they deliver those services and support in a way that builds loyalty and reduces churn. BEPs perform significantly better with Calix than those without us—and one solution across your investments will streamline your entire service provider portfolio. Whether it’s by providing operational efficiencies or transforming subscriber experiences, Calix is at the forefront of helping investors maximize returns in this critical market.
Helping BEPs Step Out of the Speed/Price “Death Spiral” at the TMT M&A Forum 2024
At this year’s TMT M&A Forum in New York City, Calix engaged with industry leaders and investors to discuss the future of telecom and broadband. At the heart of these discussions was how investors can maximize returns on their broadband investments by leveraging cutting-edge innovations and solutions from Calix.
Calix CEO and president, Michael Weening, hosted a fireside chat with one of these high-performing BEPs. Brad Moline, CEO of ALLO Fiber, shared how Calix revolutionized the company’s operations. By adopting our platforms, ALLO streamlined processes, reduced operational expenses, and offered enhanced subscriber experiences—all while boosting revenue.
Watch the TMT fireside chat below:
For investors, this underscores a key point: Calix isn’t just enabling service providers to operate more efficiently and profitably. We’re helping providers like ALLO create a differentiated subscriber experience so they can step out of the speed/price “death spiral,” leading to higher and more predictable returns.
Calling on BEPs To “Connect and Protect” at Calix ConneXions 2024
At this year’s Calix ConneXions 2024 at the Wynn in Las Vegas, over 3,000 attendees from over 1,100 customers joined us as we shared our vision for the future of broadband—one that extends beyond connectivity. The competitive edge today is no longer just about providing faster speeds or better prices—it's about delivering transformative subscriber experiences that connect and protect everyone, everywhere—by becoming a BEP.
Calix BEPs stand apart from BSPs in three key ways:
- Offering enhanced subscriber experiences for loyalty and stickiness. Putting subscribers first is key to becoming an experience provider—and this competitive edge goes beyond speed or price. BEPs who deliver transformative experiences through services and support win new subscribers and keep them for longer.
- Increasing ARPU and boosting revenue to drive up your returns. With Calix, BEPs evolve from offering commodity-based services to differentiating through value-added services, such as smart home integration, proactive customer care, and seamless Wi-Fi.
- Lowering OPEX and reducing operational efficiencies. With automation, predictive maintenance, and customer self-service tools from Calix, BEPs can cut expenses and streamline processes across their operations.
For investors, this means compounding growth. As BEPs leverage new revenue streams and increase efficiencies, they improve both their market positioning and profitability—leading to increased, reliable returns for you. With Calix, investors can support BEPs who are future-proofing their business models while improving bottom-line results. These are the kinds of operational improvements that directly translate to long-term value creation.
See the Power of the Platform for Investors at Metro Connect 2025
Learn more about this next chapter of growth for this dynamic industry and see how Calix continues to shape the future of broadband at Metro Connect 2025. We’ll showcase our solutions and how they enable strategic investments in network evolution, subscriber experience, and operational efficiency.
Investors attending Metro Connect 2025 can look forward to insightful discussions about how Calix is driving scalable growth across metro regions and beyond. In particular, investors can learn how to leverage BEAD funding investments through a franchise model with Calix. With the power of the Calix Broadband Platform, all BEPs under one portfolio can be readily combined with a seamless end-to-end network build and business model.
Schedule a 1:1 meeting with Calix CEO, Michael Weening, and our dedicated investment team to discuss how you can generate sustainable returns by leveraging Calix across your investment portfolio.
Wynn Las Vegas Resort and Spa
ConneXions 2024
Broadband service providers rose together at our premier annual event in Las Vegas, transforming from speed providers to experience providers.
ConneXions @OnDemand is available now!
Re-live the ground-breaking ConneXions 2024 event through on-demand replays and live sessions.
