secwatch.observer — SEC 8-K summary
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Issuer:     CALIX, INC (CALX)
CIK:        0001406666
Form:       8-K
Filed at:   2022-10-24T23:59:59+00:00
Accession:  0001406666-22-000049
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Calix Q3 2022: Revenue $236.3M (record, beat guidance), non-GAAP EPS $0.34 vs $0.18-0.24 guidance
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1406666/000140666622000049/0001406666-22-000049-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1406666/000140666622000049/calx-20221024.htm
  HTML page:      https://secwatch.observer/filing/0001406666-22-000049

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