secwatch.observer — SEC 8-K summary
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Issuer:     CALIX, INC (CALX)
CIK:        0001406666
Form:       8-K
Filed at:   2025-10-29T23:59:59+00:00
Accession:  0001406666-25-000043
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1406666/000140666625000043/0001406666-25-000043-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1406666/000140666625000043/calx-20251029.htm
  HTML page:      https://secwatch.observer/filing/0001406666-25-000043

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer