---
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"
generated_at: "2026-06-09T16:27:43.180670+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Calix Q3 revenue $263.8M record (+12% YoY); non-GAAP EPS $0.45 beats guidance $0.32-0.38

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001406666-23-000039
- JSON: https://secwatch.observer/filing/0001406666-23-000039.json
- Plain text: https://secwatch.observer/filing/0001406666-23-000039.txt

## Key facts
- Earnings Releases
  CALIX, INC reported third quarter ended September 30, 2023 results: revenue $263.8 million.
  - Period: third quarter ended September 30, 2023
  - Revenue: $263.8 million
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1406666/000140666623000039/0001406666-23-000039-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.