earnings
confidence high
sentiment positive
materiality 0.85
Calix Q3 revenue $263.8M record (+12% YoY); non-GAAP EPS $0.45 beats guidance $0.32-0.38
CALIX, INC
2023-Q3 EPS reported
$0.52
revenue$774,859,000
- Record revenue $263.8M, up 12% YoY; GAAP gross margin 53.3% (+320bps YoY); non-GAAP gross margin 53.8%.
- Non-GAAP net income $31.0M ($0.45 diluted EPS) vs guidance $0.32-0.38; GAAP net income $17.0M ($0.24 diluted EPS).
- Added 12 new BSP customers in Q3; RPO rose 27% YoY to $219.5M; repurchased $32.4M of stock at avg $44.44.
- Q4 guidance: revenue $261-267M, non-GAAP gross margin 53-55%, non-GAAP EPS $0.33-0.39.