{"schema_version":"secwatch.filing_event.v1","accession":"0001406666-23-000039","form_type":"8-K","ticker":"CALX","cik":"0001406666","company_name":"CALIX, INC","filed_at":"2023-10-23T23:59:59+00:00","discovered_at":"2026-05-14T18:03:28.932044+00:00","generated_at":"2026-06-09T16:27:43.180670+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Calix Q3 revenue $263.8M record (+12% YoY); non-GAAP EPS $0.45 beats guidance $0.32-0.38","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001406666-23-000039","json":"https://secwatch.observer/filing/0001406666-23-000039.json","markdown":"https://secwatch.observer/filing/0001406666-23-000039.md","text":"https://secwatch.observer/filing/0001406666-23-000039.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1406666/000140666623000039/0001406666-23-000039-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1406666/000140666623000039/calx-20231023.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-09T16:27:43.180670+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":"32e8cc9930fc430f7ebbe73825db86012bf0ef69","claim":"CALIX, INC reported third quarter ended September 30, 2023 results: revenue $263.8 million.","evidence_excerpt":"expansion, once again demonstrating predictability in our performance due to the unique strength of our platform and managed services model. We delivered record revenue of $263.8 million, record GAAP gross margin of 53.3% and non-GAAP gross margin of 53.8%. Adoption of our platform continued with 12 new BSPs choosing to partner with Calix. This included BOYCOM","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1406666/000140666623000039/0001406666-23-000039-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter ended September 30, 2023"},{"label":"Revenue","value":"$263.8 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"}