earnings
confidence high
sentiment positive
materiality 0.80
Calix Q1 record revenue $280M (+27% YoY); guides Q2 revenue $287-293M
CALIX, INC
2026-Q1 EPS reported
$0.16
revenue$279,984,000
- Record Q1 revenue $280M, up 27% YoY; GAAP EPS $0.16, non-GAAP EPS $0.40.
- Launched AI-native Calix One platform; all customers migrated, expects multi-year sustained growth.
- Q2 guidance: revenue $287-293M (midpoint +4% QoQ); non-GAAP EPS $0.35-0.45.
- Returned $171M to shareholders via buybacks in Q1; remaining authorization $63M.
- RPOs $376.3M, current RPOs record $156.7M (+11% YoY); 14 new platform customers added.