secwatch.observer — SEC 8-K summary
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Issuer:     CALIX, INC (CALX)
CIK:        0001406666
Form:       8-K
Filed at:   2023-01-25T23:59:59+00:00
Accession:  0001406666-23-000006
Event type: earnings
Sentiment:  positive
Materiality: 0.78
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Calix reports record Q4 revenue $244.5M, up 39% YoY; non-GAAP EPS $0.34
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- 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%.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1406666/000140666623000006/0001406666-23-000006-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1406666/000140666623000006/calx-20230125.htm
  HTML page:      https://secwatch.observer/filing/0001406666-23-000006

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer