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AI brief of an SEC Form 8-K · Calix (CALX)

Calix Q1 2026 revenue reaches record $280.0 million, up 27% from a year earlier

Positive Impact 3 of 5 earnings Written later

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.

Key points

  • 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

The filing

CompanyCalix (CALX)
Form8-K, current report
Filed with the SECApr 21, 2026, 4:08 PM ET
Accession number0001406666-26-000017

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:54 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on April 21, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.