secwatch.observer — SEC 8-K summary
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Issuer:     CALIX, INC (CALX)
CIK:        0001406666
Form:       8-K
Filed at:   2023-07-19T23:59:59+00:00
Accession:  0001406666-23-000033
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Calix Q2 revenue $261M record; non-GAAP EPS $0.36 beats guidance
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1406666/000140666623000033/0001406666-23-000033-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1406666/000140666623000033/calx-20230719.htm
  HTML page:      https://secwatch.observer/filing/0001406666-23-000033

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