Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only BOX 1

KRCKilroy Realtysupplier

Shared 0

No shared counterparties.

Only CALX 15

ORCLOraclesupplier

VZVerizon Communicationscustomer

CRMSalesforce.comsupplier

—ALLO Communicationsunlisted

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

customer

BOXBox Inc

43.18−0.14%

Mkt cap$5.9BRevenue$321MQ2 FY26Revenue$1.2BFY25

CALXCalix, Inc

33.36−7.66%

Regular sessionNov 3 '26

Mkt cap$2.3BRevenue$293MQ2 FY26Revenue$1.0BFY25

vs

Compare

Regular sessionNov 3 '26

BOXBox Inc

vs

CALXCalix, Inc

43.18−0.14%

Price

33.36−7.66%

$5.9B

Mkt cap

$2.3B

Q2 FY26$321M

Revenue

$293MQ2 FY26

FY25$1.2B

Revenue

$1.0BFY25

BOX compared with CALX: revenue, margins and what each company keeps, and the suppliers and customers both name