{"schema_version":"secwatch.filing_event.v1","accession":"0001406666-25-000043","form_type":"8-K","ticker":"CALX","cik":"0001406666","company_name":"CALIX, INC","filed_at":"2025-10-29T23:59:59+00:00","discovered_at":"2026-05-14T18:02:39.325169+00:00","generated_at":"2026-05-17T01:36:58.089711+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Calix Q3 record revenue $265.4M (+32% YoY); non-GAAP EPS $0.44 beats guidance; Q4 guide above consensus","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001406666-25-000043","json":"https://secwatch.observer/filing/0001406666-25-000043.json","markdown":"https://secwatch.observer/filing/0001406666-25-000043.md","text":"https://secwatch.observer/filing/0001406666-25-000043.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1406666/000140666625000043/0001406666-25-000043-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1406666/000140666625000043/calx-20251029.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T01:36:58.089711+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}