{"schema_version":"secwatch.filing_event.v1","accession":"0001406666-21-000117","form_type":"8-K","ticker":"CALX","cik":"0001406666","company_name":"CALIX, INC","filed_at":"2021-10-25T23:59:59+00:00","discovered_at":"2026-05-14T18:04:12.406646+00:00","generated_at":"2026-06-28T18:24:07.189680+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Calix Q3 revenue $172.2M record; non-GAAP EPS $0.35 beats guidance; Q4 rev outlook $170-176M","bullets":["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)."],"urls":{"canonical":"https://secwatch.observer/filing/0001406666-21-000117","json":"https://secwatch.observer/filing/0001406666-21-000117.json","markdown":"https://secwatch.observer/filing/0001406666-21-000117.md","text":"https://secwatch.observer/filing/0001406666-21-000117.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1406666/000140666621000117/0001406666-21-000117-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1406666/000140666621000117/calx-20211025.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-28T18:24:07.189680+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}