Nov 2, 5:07 PM ET
Calix reported third-quarter 2026 revenue of $301.7 million, up 14% from a year earlier, with non-GAAP earnings of $0.44 per diluted share, within its guidance range. The company expects fourth-quarter revenue of $311 million to $317 million and full-year 2026 revenue growth of about 19%, but GAAP gross margin fell 400 basis points year over year due to higher memory costs.
- Q3 2026 revenue was $301.7 million, up 3% sequentially and 14% year over year; non-GAAP gross margin was 53.5%, down 420 basis points from a year earlier.
- GAAP net income was $10.2 million, down $5.4 million year over year; GAAP diluted EPS was $0.16 versus non-GAAP EPS of $0.44.
- Q4 2026 guidance: revenue of $311 million to $317 million and non-GAAP EPS of $0.41 to $0.49.
- In October 2026 the board increased the repurchase authorization by $100 million; $50.0 million was repurchased in Q3, leaving $144 million remaining.
Read the filing on SEC.gov ↗
Jul 20, 5:06 PM ET
Calix reported record second-quarter 2026 revenue of $293.3 million, up 5% from the prior quarter and 21% from a year earlier, with non-GAAP earnings of $0.47 per diluted share, above its $0.35 to $0.45 guidance. Non-GAAP gross margin fell 240 basis points sequentially to 54.8% on higher memory component costs, and third-quarter revenue guidance is $301 million to $307 million.
- Q2 2026 revenue $293.3 million, up 5% sequentially and 21% year over year; guidance had been $287 million to $293 million
- Non-GAAP net income $30.6 million; GAAP net income $17.1 million; non-GAAP EPS $0.47 versus $0.35 to $0.45 guidance
- Non-GAAP gross margin 54.8%, down 240 basis points sequentially; Q3 non-GAAP gross margin guided to 50.5% to 53.5%
- Company returned $69.4 million to stockholders through repurchase of 1.6 million shares; $94.1 million authorization remains
Read the filing on SEC.gov ↗
Apr 21, 4:08 PM ET
Calix reported first-quarter 2026 revenue of $280.0 million, a record and up 27% year over year, and guided second-quarter revenue to $287 million to $293 million. Non-GAAP net income was $27.2 million and non-GAAP earnings per diluted share were $0.40, while GAAP earnings per diluted share were $0.16. Non-GAAP gross margin is guided lower in the second quarter, and the company will hold an Investor Day at the New York Stock Exchange on April 22, 2026.
- Q1 2026 revenue $280.0 million, up 3% sequentially and 27% year over year
- Q1 2026 non-GAAP earnings per diluted share $0.40 vs GAAP $0.16
- Q2 2026 revenue guidance $287 million to $293 million; non-GAAP gross margin guided to 53.95%–56.95% range midpoint 55.8%
- Q1 2026 share repurchases of $171 million; remaining authorization $63 million
Read the filing on SEC.gov ↗
Jan 28, 4:18 PM ET
Calix reported unaudited fourth-quarter 2025 revenue of $272.4 million, a record that was up 32% from a year earlier and 3% from the prior quarter, and full-year 2025 revenue of $1.0 billion, up 20%. The company guided first-quarter 2026 revenue to $275 million to $281 million, above the fourth-quarter level, but its non-GAAP gross margin guidance midpoint is 75 basis points below the prior quarter.
- Q4 2025 GAAP net income was $7.4 million, or $0.10 per diluted share; non-GAAP net income was $27.3 million, or $0.39 per diluted share.
- Q1 2026 guidance: revenue $275 million to $281 million; non-GAAP net income per diluted share $0.34 to $0.40.
- Non-GAAP gross margin for Q4 2025 was a record 58.0%, but Q1 2026 non-GAAP gross margin guidance midpoint is 57.25%, down 75 basis points, due to overlapping cloud costs during platform migration.
- Calix will hold an Investor Day at the New York Stock Exchange on February 24, 2026, and a conference call is set for January 29, 2026.
Read the filing on SEC.gov ↗
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.