Earnings summaries and quarterly performance for CALIX.
Executive leadership at CALIX.
Board of directors at CALIX.
Research analysts who have asked questions during CALIX earnings calls.
Christian Schwab
Craig-Hallum Capital Group
4 questions for CALX
Also covers: ACLS, ADTN, AEHR +17 more
Ryan Koontz
Needham & Company, LLC
4 questions for CALX
Also covers: AAOI, ADTN, ANET +27 more
Scott Searle
ROTH MKM
4 questions for CALX
Also covers: ADEA, AIOT, AIRG +21 more
Tim Savageaux
Northland Capital Markets
4 questions for CALX
Also covers: AAOI, ADTN, AIRG +16 more
Samik Chatterjee
JPMorgan Chase & Co.
3 questions for CALX
Also covers: AAPL, ANET, APH +32 more
George Notter
Jefferies
2 questions for CALX
Also covers: AAOI, ADTN, ANET +18 more
Michael Genovese
Rosenblatt Securities Inc.
2 questions for CALX
Also covers: AAOI, ADTN, EXTR +5 more
Joseph Cardoso
JPMorgan Chase & Co.
1 question for CALX
Also covers: AXON, CIEN, CRDO +9 more
Mike Genovese
Rosenblatt Securities
1 question for CALX
Also covers: ADTN, EXTR, FN +1 more
Recent press releases and 8-K filings for CALX.
Calix Reports Record Q3 2025 Results and Provides Q4 Guidance
CALX
Earnings
Guidance Update
New Projects/Investments
- Calix reported record Q3 2025 revenue of $265 million, reflecting 10% sequential growth, and achieved a record non-GAAP gross margin of 57.7%, marking its seventh consecutive quarter of margin improvement.
- The company guided Q4 2025 revenue to between $267 million and $273 million, with the midpoint indicating a 2% sequential increase and 20% revenue growth for fiscal year 2025 compared to 2024.
- Calix launched its third-generation platform integrating agentic AI in partnership with Google, and is increasing Q4 2025 operating expenses to accelerate AI development, with expectations to return to its target financial model by the end of 2026.
- RPOs grew 2% sequentially to a record $355 million, and Calix anticipates durable sequential growth into 2026, targeting the lower end of its 10-15% financial model, with potential upside from international expansion, Tier 1 customers, MDU products, and initial BEAD orders not yet factored into these projections.
Oct 30, 2025, 12:30 PM
Calix Reports Record Q3 2025 Results and Strong Q4 Outlook
CALX
Earnings
Guidance Update
New Projects/Investments
- Calix reported record revenue of $265 million in Q3 2025, marking its fifth consecutive quarter of sequential growth and a 10% sequential increase. The company also achieved a record non-GAAP gross margin of 57.7%, its seventh consecutive quarter of margin improvement.
- For Q4 2025, Calix provided a revenue outlook between $267 million and $273 million, with the midpoint representing a 2% sequential increase and 20% revenue growth for fiscal year 2025 compared to 2024.
- The company launched its Calix Agent workforce, integrating agentic AI, in partnership with Google, and has invested $100 million since November 2023 in AI infrastructure. This initiative, along with a migration to a third-generation platform, supports international expansion and large Tier 1 customer engagement.
- Calix received its first BEAD orders in Q3 2025 and is more optimistic about the program, expecting funds to flow in 2026, with fiber being the dominant technology at 65% of locations and 85% of dollars.
Oct 30, 2025, 12:30 PM
Calix Reports Record Q3 2025 Revenue and Gross Margin, Launches AI Workforce
CALX
Earnings
Guidance Update
Product Launch
- Calix reported record revenue of $265 million in Q3 2025, reflecting 10% sequential growth, and achieved a record non-GAAP gross margin of 57.7%, marking its seventh consecutive quarter of margin improvement.
- The company's Remaining Performance Obligations (RPOs) grew 2% sequentially to a record $355 million, with current RPOs increasing 5% sequentially to $141 million. Calix also generated $27 million in free cash flow and ended the quarter with record cash investments of $340 million.
- Calix provided higher guidance for Q4 2025 and expects sequential growth into 2026, projecting to be at the lower end of its 10-15% target financial model. Gross margin expansion for next year is anticipated to be at the lower end of the 100 to 200 basis points range.
- The company officially launched the Calix Agent workforce, integrating Magentic AI into its third-generation platform in partnership with Google Cloud, which is expected to accelerate customer growth and RPOs by enabling faster subscriber acquisition and service rollout.
Oct 30, 2025, 12:30 PM
Calix Reports Strong Q3 2025 Results
CALX
Earnings
Revenue Acceleration/Inflection
- Calix (CALX) reported strong financial results for Q3 2025, with revenue reaching approximately $265 million, marking a 32% year-over-year increase.
- The company's earnings per share (EPS) of $0.44 surpassed the consensus of $0.34, and non-GAAP net income for the quarter was $30.59 million.
- Both the Experience Edge segment and Access Edge segment demonstrated significant growth, increasing 62% year-over-year and 30% year-over-year, respectively.
- Calix maintains a strong financial position with high liquidity, indicated by a current ratio of 4.55 and a minimal debt-to-equity ratio of 0.01.
Oct 30, 2025, 2:58 AM
Calix Announces Record Q3 2025 Financial Results
CALX
Earnings
Revenue Acceleration/Inflection
Product Launch
- Calix reported record revenue of $265 million for the third quarter of 2025, reflecting a 10% sequential increase and marking its fifth consecutive quarter of revenue growth.
- The company achieved a record non-GAAP gross margin of 57.7%, an increase of 90 basis points sequentially and its seventh consecutive quarter of margin improvement.
- Calix generated $27 million in free cash flow, its tenth consecutive quarter of eight-figure free cash flow, and ended Q3 2025 with record cash and investments of $340 million.
- Non-GAAP net income per diluted common share was $0.44 for the third quarter of 2025.
- Remaining performance obligations (RPOs) grew by 20% year-over-year and 2% quarter-over-quarter, reaching $355 million. The company also announced the upcoming launch of its 3rd generation platform and Calix Agent Workforce in Q4 2025.
Oct 29, 2025, 8:16 PM
Calix Unveils New SmartHome and SmartTown Features
CALX
Product Launch
Revenue Acceleration/Inflection
New Projects/Investments
- Calix announced new SmartHome and SmartTown features aimed at helping broadband service providers (BSPs) accelerate growth, expand market share, and enhance subscriber experiences.
- Key innovations include HomeOffice IQ for reliable remote work connectivity, ScamWatch IQ for fraud monitoring, and ScamPRO for identity theft resolution.
- A new SmartTown paywall feature will enable BSPs to monetize Wi-Fi in community spaces and increase brand recognition.
- These advancements are designed to help BSPs differentiate their offerings, generate higher revenue, and increase average revenue per user (ARPU), with existing customers like ECE Fiber having seen a 10% ARPU increase.
- Calix is also expanding its Unlimited Subscriber Wi-Fi 7 portfolio with new GigaSpire and GigaPro systems, with additional Wi-Fi 7 systems planned for launch in 2026.
Oct 22, 2025, 6:18 PM
Calix Announces New SmartHome and SmartTown Features
CALX
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Calix announced powerful new SmartHome and SmartTown features to help broadband service providers (BSPs) accelerate growth, expand market share, and increase revenue and average revenue per user (ARPU).
- These new features include HomeOffice IQ for reliable connectivity for remote and hybrid workers, ScamWatch IQ for email monitoring and breach alerts, ScamPRO for scam validation and identity theft resolution, and a secure SmartTown Wi-Fi paywall for community spaces.
- The innovations are integrated into the Calix broadband platform, enabling BSPs to differentiate their offerings, drive revenue, and build subscriber trust.
- Calix is also expanding its Unlimited Subscriber Wi-Fi 7 portfolio with new systems like the GigaSpire 7u6, 7u6m, and GigaPro 7p6, with additional Wi-Fi 7 systems planned for 2026.
Oct 22, 2025, 6:18 PM
Calix Launches Next-Generation AI-Powered Broadband Platform with Google Cloud
CALX
Product Launch
New Projects/Investments
- Calix announced its next-generation agentic AI Broadband Platform, developed with Google Cloud's data and AI infrastructure, which is set to be available this quarter.
- This platform utilizes Google's Vertex AI and Gemini models to simplify operations, accelerate innovation, and enhance value for broadband service providers (BSPs).
- Calix has invested over $100 million since November 2023 in developing this AI-powered platform.
- The platform aims to empower BSPs to automate workflows, increase efficiency, and deliver personalized subscriber experiences.
Oct 22, 2025, 6:11 PM
Calix Discusses Business Outlook and Strategic Platform Advancements
CALX
Guidance Update
Product Launch
New Projects/Investments
- Calix reaffirms its long-term financial model, projecting 10% to 15% annual top-line growth and 100 to 200 basis points of gross margin expansion.
- The company has launched Platform 3.0 with AgenTik AI, which enables its cloud to operate in private clouds and sovereign data centers to support international expansion, with agents designed to help customers "go faster".
- Calix plans to begin breaking out appliance revenue from gross revenue by the end of next year (2026).
- The new SmartMDU offering significantly expands Calix's addressable subscriber marketplace by 50%.
- While the BEAD program is not currently in Calix's model, recent state applications suggest funds will primarily support integrated fiber and fixed wireless deployments, which is directionally positive for the company.
Aug 18, 2025, 9:10 PM
Calix Reports Strong Q2 2025 Results and Outlines AI-Driven Growth Strategy
CALX
Earnings
Guidance Update
New Projects/Investments
- Calix reported strong Q2 2025 financial results, including revenue of $242 million (a 10% sequential increase), a record non-GAAP gross margin of 56.8%, and record free cash flow of $36 million.
- The company's record RPOs grew 30% year-over-year to $347 million, and it provided Q3 2025 revenue guidance of $243 million to $249 million. Calix also anticipates 2025 annual gross margin improvement at the higher end of its 100 to 200 basis points target.
- Calix is making significant investments in its third-generation platform and AgenTeq AI, with the first component, the third-generation mobile application, launching in August. This strategic evolution aims to expand market reach by enabling sovereign data centers and private clouds, addressing geographic and customer size constraints.
- The company expects these investments to drive double-digit growth in 2026 with improving margins.
Jul 22, 2025, 9:55 PM
Quarterly earnings call transcripts for CALIX.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more