secwatch.observer — SEC 8-K summary
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Issuer:     CALIX, INC (CALX)
CIK:        0001406666
Form:       8-K
Filed at:   2026-04-21T23:59:59+00:00
Accession:  0001406666-26-000017
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Calix Q1 record revenue $280M (+27% YoY); guides Q2 revenue $287-293M
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1406666/000140666626000017/0001406666-26-000017-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1406666/000140666626000017/calx-20260421.htm
  HTML page:      https://secwatch.observer/filing/0001406666-26-000017

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