earnings
confidence high
sentiment positive
materiality 0.80
Calix Q3 record revenue $265.4M (+32% YoY); non-GAAP EPS $0.44 beats guidance; Q4 guide above consensus
CALIX, INC
2025-Q3 EPS reported
$0.15
revenue$727,561,000
- GAAP net income $15.7M ($0.22 EPS); non-GAAP net income $30.6M ($0.44 EPS) vs guidance $0.31-$0.37.
- Record non-GAAP gross margin 57.7%, up 90bps QoQ and 230bps YoY; revenue +10% sequentially.
- Added 20 new platform customers; RPOs $354.6M (+20% YoY); free cash flow $27M (10th consecutive quarter).
- Q4 guidance: revenue $267M-$273M (midpoint +2% QoQ); non-GAAP EPS $0.35-$0.41.
- Announced third-generation platform 'Calix Agent Workforce' launching Q4 2025 with Google Cloud partnership.