earnings
confidence high
sentiment positive
materiality 0.80
Calix Q2 revenue $241.9M (+22% YoY); non-GAAP EPS $0.33 beats guidance; record gross margin 56.8%
CALIX, INC
2025-Q2 EPS reported
-$0.08
revenue$462,124,000
- Revenue $241.9M (+10% q/q, +22% y/y); non-GAAP EPS $0.33 vs guidance $0.18–$0.24.
- GAAP gross margin record 56.3%; non-GAAP gross margin 56.8% (record), up 60 bps q/q.
- RPO $346.6M (+30% y/y); added 19 platform, 22 Calix Cloud, 26 managed services customers.
- Record free cash flow $36M; cash & investments $299M; repurchased 1M shares for $33.6M.
- Q3 guidance: revenue $243M–$249M (midpoint +2% q/q), non-GAAP EPS $0.31–$0.37.
item 2.02item 9.01