Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only CALX 15

ORCLOraclesupplier

VZVerizon Communicationscustomer

CRMSalesforce.comsupplier

—ALLO Communicationsunlistedcustomer

Shared 0

No shared counterparties.

Only BOX 1

KRCKilroy Realtysupplier

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

CALXCalix, Inc

36.52−0.80%

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

BOXBox Inc

43.24−0.47%

Regular sessionSep 2 '83

Mkt cap$6.0BRevenue$321MQ2 FY26Revenue$1.2BFY25

vs

Compare

Regular sessionSep 2 '83

CALXCalix, Inc

vs

BOXBox Inc

36.52−0.80%

Price

43.24−0.47%

$2.3B

Mkt cap

$6.0B

Q2 FY26$293M

Revenue

$321MQ2 FY26

FY25$1.0B

Revenue

$1.2BFY25

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