15 Software Infrastructure Stocks Outperforming In 2025

13. Calix Inc. (NYSE:CALX)

Calix Inc. is a software and cloud systems, platforms, and services provider. It offers Calix Intelligent Access EDGE, Calix Revenue EDGE, and Calix Cloud platform. The company sells its products through resellers and its direct sales force. Calix is up over 21% this year, with much of that price appreciation coming on the back of solid earnings in late January.

The company was able to deliver a revenue close to the higher end of its guidance and with a 34% growth in RPOs, a metric considered a good indicator of future revenue, the market took a liking to the stock. The company relies on large customers for about one-third of its revenue, and it is these customers that are driving its growth.

Apart from the earnings momentum, CALX is continuously gaining market share and added 18 new customers by snatching them from competitors. This is a sign that the company is offering better solutions, which will continue to help it eat into other companies’ market share. Amid international expansion, the company’s gross margin also reached over 55% helping it improve its profitability.