{"schema_version":"secwatch.filing_event.v1","accession":"0001406666-23-000033","form_type":"8-K","ticker":"CALX","cik":"0001406666","company_name":"CALIX, INC","filed_at":"2023-07-19T23:59:59+00:00","discovered_at":"2026-05-14T18:03:33.812503+00:00","generated_at":"2026-06-13T06:19:17.617004+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Calix Q2 revenue $261M record; non-GAAP EPS $0.36 beats guidance","bullets":["Record revenue $261M, up 29% YoY; GAAP EPS $0.13, non-GAAP EPS $0.36 (beat guidance $0.28-$0.34).","Non-GAAP gross margin 52.8%, up 100bps QoQ; Q3 guidance mid-point 53.5%.","Added 16 new BSP customers; RPOs $213M, up 31% YoY.","Cash and investments $264.1M record; repurchased $8.8M stock at $44.10.","Q3 guidance: revenue $260-$265M, non-GAAP EPS $0.32-$0.38."],"urls":{"canonical":"https://secwatch.observer/filing/0001406666-23-000033","json":"https://secwatch.observer/filing/0001406666-23-000033.json","markdown":"https://secwatch.observer/filing/0001406666-23-000033.md","text":"https://secwatch.observer/filing/0001406666-23-000033.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1406666/000140666623000033/0001406666-23-000033-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1406666/000140666623000033/calx-20230719.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-13T06:19:17.617004+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":"1b1a817b581b60e948b05148459f270b9cc3d187","claim":"CALIX, INC reported second quarter 2023 results: revenue $261.0 million.","evidence_excerpt":"In the second quarter of 2023, the Calix team executed our ninth consecutive quarter of sequential revenue growth and the fourth consecutive quarter of sequential gross margin expansion, once again demonstrating predictability due to the unique strength of our platform and managed services model, delivering record revenue of $261.0 million and non-GAAP gross margin of 52.8%.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1406666/000140666623000033/0001406666-23-000033-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter 2023"},{"label":"Revenue","value":"$261.0 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"}