---
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"
generated_at: "2026-06-06T15:49:19.622633+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Calix Q4 record rev $264.7M, non-GAAP EPS $0.43 beats; legacy charge $28.7M

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001406666-24-000001
- JSON: https://secwatch.observer/filing/0001406666-24-000001.json
- Plain text: https://secwatch.observer/filing/0001406666-24-000001.txt

## Key facts
- Earnings Releases
  CALIX, INC reported fourth quarter ended December 31, 2023 results: revenue $264.7 million.
  - Period: fourth quarter ended December 31, 2023
  - Revenue: $264.7 million
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1406666/000140666624000001/0001406666-24-000001-index.htm

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