{"schema_version":"secwatch.filing_event.v1","accession":"0001406666-23-000028","form_type":"8-K","ticker":"CALX","cik":"0001406666","company_name":"CALIX, INC","filed_at":"2023-04-19T23:59:59+00:00","discovered_at":"2026-05-14T18:03:38.729161+00:00","generated_at":"2026-06-16T23:30:50.270359+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Calix Q1 revenue $250M record, non-GAAP EPS $0.31 beats guidance; Q2 guides $255-261M","bullets":["Q1 revenue $250.0M (+35% YoY, above guidance $242-248M); non-GAAP EPS $0.31 (guidance $0.24-0.30).","GAAP gross margin 51.2%; non-GAAP 51.8% (+170 bps YoY); Q2 non-GAAP GM guided 51.0%-53.0%.","Q2 guidance: revenue $255-261M, non-GAAP EPS $0.28-$0.34; expects annual GM expansion of 100-200 bps.","Cash and investments $257.1M, no debt; RPOs $206.2M (+49% YoY); positive free cash flow $3.5M.","Appointed John Durocher as EVP and Chief Customer Officer; added 11 new BSP customers in Q1."],"urls":{"canonical":"https://secwatch.observer/filing/0001406666-23-000028","json":"https://secwatch.observer/filing/0001406666-23-000028.json","markdown":"https://secwatch.observer/filing/0001406666-23-000028.md","text":"https://secwatch.observer/filing/0001406666-23-000028.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1406666/000140666623000028/0001406666-23-000028-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1406666/000140666623000028/calx-20230419.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-16T23:30:50.270359+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":"1ae2e7a8d48317e33a9554f19297c5cba4e278d8","claim":"CALIX, INC reported first quarter 2023 results: revenue 250.0 million.","evidence_excerpt":"In the first quarter of 2023, the Calix team executed with excellence and delivered record quarterly revenue of $250.0 million.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1406666/000140666623000028/0001406666-23-000028-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter 2023"},{"label":"Revenue","value":"250.0 million"},{"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"}