---
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"
generated_at: "2026-05-17T01:36:58.089711+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Calix Q3 record revenue $265.4M (+32% YoY); non-GAAP EPS $0.44 beats guidance; Q4 guide above consensus

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- 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/1406666/000140666625000043/0001406666-25-000043-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1406666/000140666625000043/calx-20251029.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001406666-25-000043
- JSON: https://secwatch.observer/filing/0001406666-25-000043.json
- Plain text: https://secwatch.observer/filing/0001406666-25-000043.txt

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