Calix Q3 revenue $172.2M record; non-GAAP EPS $0.35 beats guidance; Q4 rev outlook $170-176M

CALIX, INC

2021-Q3 EPS reported $3.24 revenue$502,975,000

Revenue $172.2M, up 14% YoY; GAAP net income $177.4M includes $160.2M deferred tax asset valuation allowance reversal.
Non-GAAP EPS $0.35 vs guidance $0.26-$0.30; non-GAAP gross margin 52.2% (record Q3).
EXOS platform revenue up >190% YoY; AXOS up 29%; added 38 new BSP customers; cloud customers up 56%.
Q4 guide: revenue $170-176M, non-GAAP gross margin 49-51%, non-GAAP EPS $0.20-$0.25; supply chain constraints noted.
Free cash flow $7.5M (5th consecutive positive quarter); cash & investments $188.7M (record).

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