secwatch.observer — SEC 8-K summary
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Issuer:     CALIX, INC (CALX)
CIK:        0001406666
Form:       8-K
Filed at:   2023-10-23T23:59:59+00:00
Accession:  0001406666-23-000039
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1406666/000140666623000039/0001406666-23-000039-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1406666/000140666623000039/calx-20231023.htm
  HTML page:      https://secwatch.observer/filing/0001406666-23-000039

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