{"schema_version":"secwatch.filing_event.v1","accession":"0001406666-24-000016","form_type":"8-K","ticker":"CALX","cik":"0001406666","company_name":"CALIX, INC","filed_at":"2024-04-22T23:59:59+00:00","discovered_at":"2026-05-14T18:03:18.275826+00:00","generated_at":"2026-06-03T13:39:15.567433+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Calix Q1 2024 revenue $226.3M (-9% YoY); GAAP EPS $0.00, non-GAAP $0.21; Q2 guide weak","bullets":["GAAP revenue $226.3M, down 9% YoY; GAAP net income $0.1M ($0.00 EPS); non-GAAP EPS $0.21.","Record GAAP gross margin 54.2% (up 300 bps YoY); non-GAAP gross margin 54.9%.","Q2 2024 guidance: revenue $197-203M, non-GAAP EPS $0.03-0.09 (below Q1).","RPOs $245.2M, up 19% YoY; cash & investments $239.5M, up $19.1M QoQ.","Management cites customer indecision on BEAD funding and shorter lead times as crosswinds."],"urls":{"canonical":"https://secwatch.observer/filing/0001406666-24-000016","json":"https://secwatch.observer/filing/0001406666-24-000016.json","markdown":"https://secwatch.observer/filing/0001406666-24-000016.md","text":"https://secwatch.observer/filing/0001406666-24-000016.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1406666/000140666624000016/0001406666-24-000016-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1406666/000140666624000016/calx-20240422.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-03T13:39:15.567433+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":"26229a5c8bb6895d4a4a6fc1341fe6b2a7f08221","claim":"CALIX, INC reported financial results for first quarter ended March 30, 2024.","evidence_excerpt":"On April 22, 2024, Calix, Inc. (the “Company”) issued a press release announcing it has publicly disseminated a stockholder letter with its financial results for the first quarter ended March 30, 2024.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1406666/000140666624000016/0001406666-24-000016-index.htm","confidence":0.85,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 30, 2024"},{"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"}