earnings
confidence high
sentiment positive
materiality 0.78
Calix reports record Q4 revenue $244.5M, up 39% YoY; non-GAAP EPS $0.34
CALIX, INC
2022-FY EPS reported
$0.60
revenue$867,827,000
- 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%.