{"schema_version":"secwatch.filing_event.v1","accession":"0001406666-23-000006","form_type":"8-K","ticker":"CALX","cik":"0001406666","company_name":"CALIX, INC","filed_at":"2023-01-25T23:59:59+00:00","discovered_at":"2026-05-14T18:03:44.790167+00:00","generated_at":"2026-06-20T09:21:04.586510+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.78,"calibrated_materiality_score":0.78,"confidence":"high","headline":"Calix reports record Q4 revenue $244.5M, up 39% YoY; non-GAAP EPS $0.34","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%."],"urls":{"canonical":"https://secwatch.observer/filing/0001406666-23-000006","json":"https://secwatch.observer/filing/0001406666-23-000006.json","markdown":"https://secwatch.observer/filing/0001406666-23-000006.md","text":"https://secwatch.observer/filing/0001406666-23-000006.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1406666/000140666623000006/0001406666-23-000006-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1406666/000140666623000006/calx-20230125.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-20T09:21:04.586510+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":[{"claim_id":"9be6470e097fa3fa213e7d69629be600ec35f5aa","claim":"CALIX, INC reported fourth quarter of 2022 results: revenue $244.5m, net income $0.17, EPS $0.17 per diluted share.","evidence_excerpt":"Revenue $244.5m $244.5m $237m – $243m Gross margin 51.1% 51.6% 2 49.5% – 51.5% 2 Operating expenses $111.8m $99.2m 2 $96.0m – $99.0m 2 Net income per diluted common share $0.17 $0.34 2 $0.22 – $0.28 2","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1406666/000140666623000006/0001406666-23-000006-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth quarter of 2022"},{"label":"Revenue","value":"$244.5m"},{"label":"Net income","value":"$0.17"},{"label":"EPS","value":"$0.17 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}