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

Calix Q2 revenue rises 21% to record $293.3 million; non-GAAP EPS $0.47

Positive Impact 3 of 5 earnings Written later

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.

Key points

  • 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

The filing

CompanyCalix (CALX)
Form8-K, current report
Filed with the SECJul 20, 2026, 5:06 PM ET
Accession number0001406666-26-000028

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:55 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 July 20, 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.