{"schema_version":"secwatch.filing_event.v1","accession":"0001406666-24-000001","form_type":"8-K","ticker":"CALX","cik":"0001406666","company_name":"CALIX, INC","filed_at":"2024-01-29T23:59:59+00:00","discovered_at":"2026-05-14T18:03:24.081004+00:00","generated_at":"2026-06-06T15:49:19.622633+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Calix Q4 record rev $264.7M, non-GAAP EPS $0.43 beats; legacy charge $28.7M","bullets":["Revenue $264.7M (record, +8% YoY); non-GAAP gross margin 54.1% (record, +250 bps YoY); non-GAAP EPS $0.43 beat guidance $0.33-$0.39.","GAAP net loss per share $(0.06) due to $28.7M one-time charge for legacy product wind-down inventory/component liabilities.","Board authorized additional $100M share repurchase; $86.4M utilized of original $100M; repurchased $44M in Q4.","Expects appliance shipments to slow in 2024 as customers await BEAD funds; platform/cloud/managed services to continue growing.","RPO $242.5M (+10% QoQ, +22% YoY); current RPO $94.7M (+11% QoQ, +38% YoY); added 56 new BSPs in 2023."],"urls":{"canonical":"https://secwatch.observer/filing/0001406666-24-000001","json":"https://secwatch.observer/filing/0001406666-24-000001.json","markdown":"https://secwatch.observer/filing/0001406666-24-000001.md","text":"https://secwatch.observer/filing/0001406666-24-000001.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1406666/000140666624000001/0001406666-24-000001-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1406666/000140666624000001/calx-20240129.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-06T15:49:19.622633+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":"3af895ddd7b1f8345db3b3017724a493aa37c23d","claim":"CALIX, INC reported fourth quarter ended December 31, 2023 results: revenue $264.7 million.","evidence_excerpt":"In the fourth quarter of 2023, the Calix team delivered record revenue of $264.7 million and non-GAAP gross margin of 54.1% (GAAP gross margin of 42.8%).","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1406666/000140666624000001/0001406666-24-000001-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth quarter ended December 31, 2023"},{"label":"Revenue","value":"$264.7 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"}