{"filings":[{"id":1750356,"accession_number":"0001406666-26-000028","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2026-07-20T21:06:18+00:00","items":["2.02","9.01"],"status":"ready","headline":"Calix Q2 revenue $293.3M record (+21% YoY); non-GAAP EPS $0.47; Q3 guidance above consensus","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record revenue $293.3M, up 5% sequential and 21% YoY; software & service revenue $50.5M (+16% YoY).","GAAP net income $17.1M ($0.26 EPS); non-GAAP net income $30.6M ($0.47 EPS), up from $22.2M YoY.","RPOs record $386.4M (+11% YoY); added 14 new customers; repurchased 1.6M shares for $69.4M.","Q3 guidance: revenue $301M-$307M, non-GAAP gross margin 50.5%-53.5%, non-GAAP EPS $0.37-$0.45.","Full-year 2026 revenue expected at higher end of 15%-20% growth; free cash flow $11.9M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":451842,"accession_number":"0001406666-26-000021","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2026-05-14T23:37:18+00:00","items":["5.07"],"status":"ready","headline":"Calix shareholders elect directors, approve share increase, and back simple majority proposal","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All three Class I director nominees elected: Crusco (44.7M for), Russo (47.1M), Weening (48.2M).","Increase of 672,300 shares for matching stock plan approved (40.0M for, 9.1M against).","Say-on-pay advisory resolution approved (47.6M for, 1.5M against).","Ratification of KPMG as FY2026 auditor approved (57.7M for, 0.4M against).","Stockholder proposal for simple majority vote passed on advisory basis (44.6M for)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92670,"accession_number":"0001406666-26-000017","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2026-04-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Calix Q1 record revenue $280M (+27% YoY); guides Q2 revenue $287-293M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q1 revenue $280M, up 27% YoY; GAAP EPS $0.16, non-GAAP EPS $0.40.","Launched AI-native Calix One platform; all customers migrated, expects multi-year sustained growth.","Q2 guidance: revenue $287-293M (midpoint +4% QoQ); non-GAAP EPS $0.35-0.45.","Returned $171M to shareholders via buybacks in Q1; remaining authorization $63M.","RPOs $376.3M, current RPOs record $156.7M (+11% YoY); 14 new platform customers added."],"consensus_eps_estimate":null,"consensus_eps_actual":0.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":279984000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92669,"accession_number":"0001406666-26-000016","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2026-04-21T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Calix increases stock repurchase authorization by $100M to $525M total","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board authorized an additional $100M for stock repurchases, bringing total authorization to $525M.","Remaining balance as of March 28, 2026 was $63.4M; new authorization adds on top of that.","Repurchases may be made via open market, private transactions, etc., subject to market conditions.","Program does not obligate Calix to purchase any specific amount; may be suspended or discontinued any time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103672,"accession_number":"0001406666-26-000004","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2026-01-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Calix reports record Q4 revenue $272.4M (+32% YoY); non-GAAP EPS $0.39 beats guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q4 revenue $272.4M (+32% YoY); annual revenue reaches $1.0B (+20% YoY).","Non-GAAP gross margin record 58.0%; eighth consecutive quarter of margin improvement.","Non-GAAP net income $27.3M ($0.39 diluted EPS), above guidance range of $0.35-$0.41.","Record cash and investments $388.1M; record quarterly operating cash flow $46.0M.","Q1 2026 guidance: revenue $275M-$281M, non-GAAP EPS $0.34-$0.40, above Q4 actual."],"consensus_eps_estimate":null,"consensus_eps_actual":0.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":1000010000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103671,"accession_number":"0001406666-26-000003","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2026-01-28T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Calix increases stock repurchase authorization by $125M to total $425M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board authorized additional $125M stock repurchase, bringing total program authorization to $425M.","Remaining authorization as of Dec 31, 2025 was $109.3M; new $125M add brings combined total to $425M.","Repurchases may be made via open market or private transactions, subject to market conditions.","Program is discretionary; company may suspend or discontinue at any time without obligation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119929,"accession_number":"0001406666-25-000049","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2025-11-17T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Calix appoints John Durocher as COO, Jonathan Lindsell as CCO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John Durocher, 58, promoted to COO effective Nov 16, 2025; previously Chief Customer Officer since March 2023.","Jonathan Lindsell, former SVP of Field and Success, named Chief Customer Officer, reporting to Durocher.","Durocher's compensation unchanged; continues under existing executive compensation program as previously disclosed.","Durocher previously held senior roles at Salesforce and Accenture.","Focus on scaling operations, IT investment, and AI-driven initiatives for broadband customers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119928,"accession_number":"0001406666-25-000043","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2025-10-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Calix Q3 record revenue $265.4M (+32% YoY); non-GAAP EPS $0.44 beats guidance; Q4 guide above consensus","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $15.7M ($0.22 EPS); non-GAAP net income $30.6M ($0.44 EPS) vs guidance $0.31-$0.37.","Record non-GAAP gross margin 57.7%, up 90bps QoQ and 230bps YoY; revenue +10% sequentially.","Added 20 new platform customers; RPOs $354.6M (+20% YoY); free cash flow $27M (10th consecutive quarter).","Q4 guidance: revenue $267M-$273M (midpoint +2% QoQ); non-GAAP EPS $0.35-$0.41.","Announced third-generation platform 'Calix Agent Workforce' launching Q4 2025 with Google Cloud partnership."],"consensus_eps_estimate":null,"consensus_eps_actual":0.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":727561000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136498,"accession_number":"0001406666-25-000034","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2025-07-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Calix Q2 revenue $241.9M (+22% YoY); non-GAAP EPS $0.33 beats guidance; record gross margin 56.8%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $241.9M (+10% q/q, +22% y/y); non-GAAP EPS $0.33 vs guidance $0.18–$0.24.","GAAP gross margin record 56.3%; non-GAAP gross margin 56.8% (record), up 60 bps q/q.","RPO $346.6M (+30% y/y); added 19 platform, 22 Calix Cloud, 26 managed services customers.","Record free cash flow $36M; cash & investments $299M; repurchased 1M shares for $33.6M.","Q3 guidance: revenue $243M–$249M (midpoint +2% q/q), non-GAAP EPS $0.31–$0.37."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":462124000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153671,"accession_number":"0001406666-25-000028","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2025-05-13T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Calix announces death of Chief Commercial Operations Officer J. Matthew Collins on May 7, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Chief Commercial Operations Officer J. Matthew Collins passed away May 7, 2025.","CEO Michael Weening states Collins had profound impact on culture and customers over eight years.","No successor or interim appointment for the COO role has been announced.","Company extends condolences to Collins's family."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153670,"accession_number":"0001406666-25-000018","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2025-05-09T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Calix shareholders elect three Class III directors, approve 4M share equity plan increase","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Michael Berry, Christopher Bowick, and Kira Makagon each elected with >43M votes for.","Equity plan amendment (4M new shares) approved: 32.7M for, 17.0M against.","Stock purchase plan matching component (1.25M shares) approved: 40.8M for, 9.0M against.","Non-binding say-on-pay passed: 36.9M for, 12.7M against; KPMG ratified as auditor with 59.8M for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153669,"accession_number":"0001406666-25-000015","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2025-04-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Calix Q1 record gross margin 56.2%, revenue $220.2M, non-GAAP EPS $0.19","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $220.2M (+6.9% QoQ, -2.7% YoY); GAAP net loss $4.8M ($0.07 loss per share); non-GAAP net income $13.1M ($0.19 per share).","Record GAAP gross margin 55.7% (+150 bps YoY); non-GAAP gross margin 56.2% (also record).","RPOs $340.4M (+39% YoY); added 16 new BSPs; cash & investments $282.3M after repurchasing 1.2M shares.","Board authorized additional $100M buyback; Q2 guidance: revenue $221M–$227M, non-GAAP EPS $0.18–$0.24.","Sequential growth driven by BXP customers pulling forward XGS-PON and WiFi-7 demand; Unlimited Subscriber revenue up 15% QoQ."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":220242000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153668,"accession_number":"0001406666-25-000014","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2025-04-21T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Calix increases stock repurchase authorization by $100M to $300M total","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board authorized additional $100M for share repurchases, total program now $300M.","Remaining authorization as of March 29, 2025 was $62.9M prior to the increase.","Repurchases may be made via open market, privately negotiated transactions, or otherwise.","Program does not obligate Calix to purchase specific amount; may be suspended anytime."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172364,"accession_number":"0001406666-25-000010","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2025-03-27T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Director Fields not standing for reelection; former NetApp CFO Berry nominated to Calix board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ellie Fields not standing for reelection at May 8, 2025 annual meeting; departure not due to disagreement with Calix.","Michael Berry, former NetApp CFO, nominated as Class III director; if elected, will serve on Audit and Strategic Committees.","Berry to receive standard director compensation: $60k annual cash retainer (pro-rated), $200k initial RSU (one-year vest), and annual $200k RSU.","Fields leaving to focus on building an AI startup."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172363,"accession_number":"0001406666-25-000001","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2025-01-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Calix Q4 revenue $206.1M, GAAP loss $0.27, non-GAAP EPS $0.08; record gross margin 55.0%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $206.1M, +2.6% sequentially but -22% YoY; GAAP net loss $0.27 per diluted share, non-GAAP EPS $0.08.","Record GAAP gross margin 55.0% (non-GAAP 55.5%), up 1,220 bps YoY due to product mix and prior-year charges.","Remaining performance obligations (RPOs) $325.8M, +34% YoY and +10% sequentially; current RPO $120.7M, +27% YoY.","Q1 2025 guidance: revenue $204-210M, non-GAAP gross margin 54.5-56.5%, non-GAAP EPS $0.10-0.16.","Cash & investments $297.1M (record); non-GAAP free cash flow $50.3M in 2024; DSO 36 days."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.45,"consensus_revenue_estimate":null,"consensus_revenue_actual":831518000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189362,"accession_number":"0001406666-24-000038","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2024-10-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Calix reports Q3 rev $200.9M, down 24% YoY; GAAP EPS $(0.06), non-GAAP $0.13","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $200.9M, up 1.4% sequentially but down 24% YoY; GAAP net loss $4.0M vs income $17.0M a year ago.","Non-GAAP EPS $0.13 beats guidance range $0.05-$0.11; non-GAAP gross margin record 55.4%, up 160bps YoY.","RPOs $295.7M, up 11% QoQ and 35% YoY; largest platform/cloud/managed services contract ever signed.","Q4 guidance: revenue $201M-$207M, non-GAAP EPS $0.04-$0.10, gross margin 54.5%-56.5%.","Cash and investments record $287.6M; non-GAAP free cash flow $12.8M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":625394000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":205859,"accession_number":"0001406666-24-000032","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2024-08-12T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Calix appoints former Bell Canada vice chairman Wade Oosterman to board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board size increased from 8 to 9; Oosterman appointed Class II director through 2027 annual meeting.","Oosterman receives $50,000 annual retainer plus pro-rated committee fees and 7,317 stock options vesting in 1 year.","Former Vice Chairman of Bell Canada and President of Bell Media (BCE); also serves on boards of STGW, TDS.","CEO Michael Weening cites Oosterman's past leadership in transforming Bell Mobility from decline to growth.","Effective August 8, 2024; standard indemnification agreement executed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":205858,"accession_number":"0001406666-24-000029","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2024-07-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Calix Q2 revenue $198.1M (-24% YoY); record gross margin 55.1%; guides Q3 rev $198M-$204M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $198.1M, down 24% YoY and 12% sequentially; GAAP EPS ($0.12), non-GAAP EPS $0.09.","Record non-GAAP gross margin 55.1% (up 230 bps YoY); RPOs $266.9M, up 25% YoY.","Added 24 new BSP customers; platform/cloud/managed services growth offsetting appliance weakness.","Q3 guidance: revenue $198M-$204M, non-GAAP gross margin 55.25% midpoint, non-GAAP EPS $0.05-$0.11.","Free cash flow $16.4M; cash & investments $261.2M; management sees Q2 as revenue low point."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":424449000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222858,"accession_number":"0001406666-24-000018","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Calix stockholders elect directors, approve say-on-pay, ratify KPMG at 2024 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Rajatish Mukherjee re-elected with 52,286,867 votes for, 1,376,544 withheld (6,954,017 broker non-votes).","Kevin Peters re-elected with 46,775,088 for, 6,888,323 withheld (6,954,017 broker non-votes).","Advisory vote on executive compensation approved: 41,822,991 for, 11,722,005 against, 118,415 abstain.","Ratification of KPMG LLP as auditor for FY2024 passed: 60,069,402 for, 512,979 against, 35,047 abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.15,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222857,"accession_number":"0001406666-24-000016","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2024-04-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Calix Q1 2024 revenue $226.3M (-9% YoY); GAAP EPS $0.00, non-GAAP $0.21; Q2 guide weak","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $226.3M, down 9% YoY; GAAP net income $0.1M ($0.00 EPS); non-GAAP EPS $0.21.","Record GAAP gross margin 54.2% (up 300 bps YoY); non-GAAP gross margin 54.9%.","Q2 2024 guidance: revenue $197-203M, non-GAAP EPS $0.03-0.09 (below Q1).","RPOs $245.2M, up 19% YoY; cash & investments $239.5M, up $19.1M QoQ.","Management cites customer indecision on BEAD funding and shorter lead times as crosswinds."],"consensus_eps_estimate":null,"consensus_eps_actual":0.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":226310000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":242334,"accession_number":"0001406666-24-000010","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K/A","filed_at":"2024-02-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Calix Q4 non-GAAP EPS $0.43 beat; records $3.2M litigation charge, Q1 guide $225-231M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q4 revenue $264.7M, non-GAAP gross margin 54.1% (record), non-GAAP EPS $0.43 vs guidance $0.33-$0.39.","GAAP net loss $6.6M ($0.10 loss) due to $28.7M legacy inventory writedown and $3.2M litigation settlement.","Repurchased $44M stock in Q4; Board authorized additional $100M for share repurchase program.","Q1 2024 guidance: revenue $225-231M, non-GAAP gross margin 54.5-55.5%, non-GAAP EPS $0.24-$0.30.","Expect 2024 appliance slowdown, platform/cloud/mgd services growth; strong growth from 2025 on government funds."],"consensus_eps_estimate":null,"consensus_eps_actual":0.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":1039593000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":242335,"accession_number":"0001406666-24-000001","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2024-01-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Calix Q4 record rev $264.7M, non-GAAP EPS $0.43 beats; legacy charge $28.7M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $264.7M (record, +8% YoY); non-GAAP gross margin 54.1% (record, +250 bps YoY); non-GAAP EPS $0.43 beat guidance $0.33-$0.39.","GAAP net loss per share $(0.06) due to $28.7M one-time charge for legacy product wind-down inventory/component liabilities.","Board authorized additional $100M share repurchase; $86.4M utilized of original $100M; repurchased $44M in Q4.","Expects appliance shipments to slow in 2024 as customers await BEAD funds; platform/cloud/managed services to continue growing.","RPO $242.5M (+10% QoQ, +22% YoY); current RPO $94.7M (+11% QoQ, +38% YoY); added 56 new BSPs in 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":0.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":1039593000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":259729,"accession_number":"0001406666-23-000039","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2023-10-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Calix Q3 revenue $263.8M record (+12% YoY); non-GAAP EPS $0.45 beats guidance $0.32-0.38","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record revenue $263.8M, up 12% YoY; GAAP gross margin 53.3% (+320bps YoY); non-GAAP gross margin 53.8%.","Non-GAAP net income $31.0M ($0.45 diluted EPS) vs guidance $0.32-0.38; GAAP net income $17.0M ($0.24 diluted EPS).","Added 12 new BSP customers in Q3; RPO rose 27% YoY to $219.5M; repurchased $32.4M of stock at avg $44.44.","Q4 guidance: revenue $261-267M, non-GAAP gross margin 53-55%, non-GAAP EPS $0.33-0.39."],"consensus_eps_estimate":null,"consensus_eps_actual":0.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":774859000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":277000,"accession_number":"0001406666-23-000033","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2023-07-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Calix Q2 revenue $261M record; non-GAAP EPS $0.36 beats guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record revenue $261M, up 29% YoY; GAAP EPS $0.13, non-GAAP EPS $0.36 (beat guidance $0.28-$0.34).","Non-GAAP gross margin 52.8%, up 100bps QoQ; Q3 guidance mid-point 53.5%.","Added 16 new BSP customers; RPOs $213M, up 31% YoY.","Cash and investments $264.1M record; repurchased $8.8M stock at $44.10.","Q3 guidance: revenue $260-$265M, non-GAAP EPS $0.32-$0.38."],"consensus_eps_estimate":null,"consensus_eps_actual":0.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":511024000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":294856,"accession_number":"0001628280-23-018008","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2023-05-15T23:59:59+00:00","items":["5.02","8.01"],"status":"ready","headline":"Calix appoints CEO Weening to Board; removes expiry on $100M buyback","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Michael Weening appointed to Board as Class I director, effective May 11, 2023.","Board size increased from eight to nine members; Weening receives no extra compensation.","Board amended stock repurchase program to remove one-year expiration date.","Repurchase program remains discretionary with no obligation; $100M authorization unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":294855,"accession_number":"0001628280-23-017889","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2023-05-12T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Calix stockholders re-elect directors, approve equity plan increases at 2023 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Kathleen Crusco and Carl Russo re-elected as Class I directors with 51.1M and 50.1M votes for, respectively.","Third Amended and Restated 2019 Equity Incentive Plan approved (35.4M for, 17.9M against) adding 1.5M shares.","Third Amended and Restated 2017 Nonqualified ESPP approved (42.5M for, 10.9M against) adding 1.2M shares.","Advisory say-on-pay approved with 38.7M for; advisory vote frequency set to 1 year (51.6M votes).","Ratification of KPMG as independent auditor for fiscal 2023 approved with 61.3M for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.15,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":294854,"accession_number":"0001406666-23-000028","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2023-04-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Calix Q1 revenue $250M record, non-GAAP EPS $0.31 beats guidance; Q2 guides $255-261M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $250.0M (+35% YoY, above guidance $242-248M); non-GAAP EPS $0.31 (guidance $0.24-0.30).","GAAP gross margin 51.2%; non-GAAP 51.8% (+170 bps YoY); Q2 non-GAAP GM guided 51.0%-53.0%.","Q2 guidance: revenue $255-261M, non-GAAP EPS $0.28-$0.34; expects annual GM expansion of 100-200 bps.","Cash and investments $257.1M, no debt; RPOs $206.2M (+49% YoY); positive free cash flow $3.5M.","Appointed John Durocher as EVP and Chief Customer Officer; added 11 new BSP customers in Q1."],"consensus_eps_estimate":null,"consensus_eps_actual":0.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":250008000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":315448,"accession_number":"0001406666-23-000027","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2023-03-30T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Calix director Michael Everett to not stand for re-election; board reduced to 8","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael Everett declines to stand for re-election as Class 1 director at 2023 annual meeting.","Decision not due to any disagreement with Calix on operations, policies, or practices.","Board size reduced from 9 to 8 directors, effective after Everett's term expires May 11, 2023.","Everett has served on the board since 2007 and will continue until term ends."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":315447,"accession_number":"0001406666-23-000006","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2023-01-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Calix reports record Q4 revenue $244.5M, up 39% YoY; non-GAAP EPS $0.34","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 rev $244.5M (guidance $237M-$243M); non-GAAP EPS $0.34 (guidance $0.22-$0.28).","Non-GAAP gross margin 51.6% (guidance 49.5%-51.5%); GAAP gross margin 51.1%.","RPOs $199M (+59% YoY); 26 new BSP customers; platform bookings >90% of total.","Q1 2023 guidance: rev $242M-$248M, non-GAAP gross margin 50.5%-52.5%, EPS $0.24-$0.30.","Updated target model: S&M 18-20% of rev, R&D 29% of gross profit, G&A 7%, tax 25-27%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":867827000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.78,"calibrated_materiality_score":0.78,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":333786,"accession_number":"0001406666-22-000059","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2022-11-14T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Calix: Michael Matthews retiring from board; Ellie Fields appointed; officer promotions","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael Matthews resigns from board effective Dec 31, 2022; no disagreement with company.","Ellie Fields, cloud software product executive, appointed to board effective Jan 1, 2023.","J. Matthew Collins promoted to Chief Commercial Operating Officer effective Jan 1, 2023.","Shane Eleniak promoted to Chief Product Officer effective Jan 1, 2023.","Board approved $208,250 bonus to former CEO Carl Russo for 2022 incentive."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":333785,"accession_number":"0001406666-22-000049","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2022-10-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Calix Q3 2022: Revenue $236.3M (record, beat guidance), non-GAAP EPS $0.34 vs $0.18-0.24 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $236.3M (+37% YoY), above guidance of $211M-$217M; GAAP EPS $0.19, non-GAAP EPS $0.34.","Systems revenue +38% YoY; EXOS platform revenue +81% YoY; AXOS platform revenue +118% YoY.","Gross margin GAAP 50.1%, non-GAAP 50.7% (down 190/150 bps YoY) due to higher component and logistics costs.","Q4 2022 guidance: revenue $237M-$243M, non-GAAP gross margin 49.5%-51.5%, non-GAAP EPS $0.22-$0.28.","Record cash $234.7M; RPOs $173.1M (+65% YoY); added 26 new BSP customers in the quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":0.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":623324000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":333784,"accession_number":"0001406666-22-000048","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2022-10-03T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Calix promotes Michael Weening to CEO; Carl Russo remains Chairman","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Weening succeeds Russo as CEO effective Sept 30, 2022; Russo continues as Board Chairman.","New CEO receives $560k base salary, 150% target bonus, and option for 300k shares vesting over 4 years.","Weening has been with Calix since 2016, most recently as President and COO since Jan 2021.","Relocation requirement removed; Weening's prior relocation allowance and clawback terminated.","Weening will continue to partner with Russo, who shifts focus to board leadership."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":351248,"accession_number":"0001406666-22-000044","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2022-08-22T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Calix appoints Rajatish Mukherjee to board of directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Effective August 19, 2022, Mukherjee appointed Class II director and to the Cybersecurity Committee.","Non-employee director compensation: $50,000 annual retainer plus initial grant of 4,756 stock options vesting by 2023 annual meeting.","Mukherjee is EVP/GM Small Business & International at Indeed; previously senior product roles at GoDaddy, Google, and Microsoft.","No arrangement or understanding with other persons in his selection; no reportable transactions under Item 404(a)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":351247,"accession_number":"0001406666-22-000030","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2022-07-25T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Calix Q2 revenue $202M record (+20% YoY), beats guidance; non-GAAP EPS $0.22; authorizes $100M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record quarterly revenue $202.0M, above guidance of $192-198M and up 20% YoY.","GAAP EPS $0.11; non-GAAP EPS $0.22, above guidance range of $0.15-0.20.","Non-GAAP gross margin 50.1%, down 270 bps YoY on higher component and logistics costs.","Board authorized a one-year stock repurchase program of up to $100M.","Q3 2022 guidance: revenue $211-217M, non-GAAP EPS $0.18-0.24."],"consensus_eps_estimate":null,"consensus_eps_actual":0.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":386990000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":368577,"accession_number":"0001406666-22-000012","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2022-05-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Calix shareholders elect four directors, approve equity plan increases at 2022 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Directors Bowick, Makagon, Matthews, Russo elected; Russo redesignated as Class I director.","Amended 2019 Equity Incentive Plan approved: 38.7M for, 13.9M against, 457K abstain, 7.8M broker non-votes.","ESPP increase of 1.3M shares approved: 52.7M for, 287K against, 19K abstain.","Nonqualified ESPP increase of 800K shares approved: 52.7M for, 276K against, 19.6K abstain.","Advisory say-on-pay and ratification of KPMG as auditor passed with >98% of votes cast."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":368576,"accession_number":"0001628280-22-010117","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2022-04-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Calix beats Q1 revenue and EPS guidance; raises 2022 revenue growth outlook to 10-15%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q1 revenue of $184.9M, above guidance of $174-180M; up 14% YoY.","Non-GAAP EPS $0.22, above guidance of $0.16-0.21; GAAP EPS $0.12.","Non-GAAP gross margin 50.1%, down 370 bps YoY due to higher component/logistics costs.","Raised FY2022 revenue growth outlook to 10-15%; Q2 revenue guidance $192-198M.","Ended quarter with record cash of $213.1M; added 33 new BSP customers."],"consensus_eps_estimate":null,"consensus_eps_actual":0.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":184948000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":387841,"accession_number":"0001628280-22-007871","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2022-03-30T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Calix directors Kevin DeNuccio and J. Daniel Plants resign effective May 12, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kevin DeNuccio (board since 2012) and J. Daniel Plants (since 2018) resign effective May 12, 2022.","Board size reduced from 10 to 9; search for a new director has commenced.","Resignations not due to any disagreement with the company's operations or policies."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":387840,"accession_number":"0001628280-22-001324","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2022-01-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Calix Q4 revenue $176.4M beats guidance; EPS $0.26 non-GAAP vs. $0.20-$0.25 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $176.4M (guidance $170-$176M); GAAP net income $0.29/share, non-GAAP $0.26/share.","Non-GAAP gross margin 51.3% (down 190 bps YoY) due to higher component and logistics costs; guidance 49-51%.","Added 26 new BSP customers in Q4, 131 in FY21; Cloud customers up 48% YoY; EXOS revenue +107% YoY.","Q1 2022 guidance: revenue $174-$180M, non-GAAP EPS $0.16-$0.21; full-year supply constraints persist.","Cash and investments $204.3M (record); positive free cash flow $9.4M in Q4."],"consensus_eps_estimate":null,"consensus_eps_actual":3.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":679394000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":387839,"accession_number":"0001406666-22-000004","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2022-01-11T23:59:59+00:00","items":["1.02"],"status":"ready","headline":"Calix terminates Loan and Security Agreement with Bank of America; no amounts outstanding","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Terminated Loan and Security Agreement with Bank of America, N.A. and other lenders effective January 6, 2022.","No amounts were due or outstanding, resulting in immediate termination.","Lenders' security interests in substantially all of Calix's assets were also terminated.","Removes debt obligations and frees assets from collateral."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":405770,"accession_number":"0001406666-21-000117","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2021-10-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Calix Q3 revenue $172.2M record; 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all other terms of Letter Agreement unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":424799,"accession_number":"0001406666-21-000077","cik":1406666,"company_name":"CALIX, INC","ticker":"CALX","form_type":"8-K","filed_at":"2021-07-26T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Calix Q2 revenue $168.7M (+42% YoY) beats guidance; EPS $0.38 non-GAAP; CEO becomes chairman","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $168.7M, +42% YoY, above guidance of $157-163M; non-GAAP EPS $0.38 vs guidance $0.24-0.28.","GAAP net income $20.5M (vs loss of $4.2M YoY), record Q2; gross margin 53.1% GAAP, 52.8% non-GAAP.","Free cash flow $21.8M, positive for 4th consecutive quarter; cash and securities $175.8M, up $25.8M sequentially.","EXOS platform revenue up >275% YoY, AXOS up >75% YoY; added 43 new BSP customers in Q2.","CEO Carl Russo appointed Chairman; Don Listwin becomes lead independent director."],"consensus_eps_estimate":null,"consensus_eps_actual":0.61,"consensus_revenue_estimate":null,"consensus_revenue_actual":330744000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2568513154.178136,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}