Calix Q2 revenue $293.3M record (+21% YoY); non-GAAP EPS $0.47; Q3 guidance above consensus

CALIX, INC

Record revenue $293.3M, up 5% sequential and 21% YoY; software & service revenue $50.5M (+16% YoY).
GAAP net income $17.1M ($0.26 EPS); non-GAAP net income $30.6M ($0.47 EPS), up from $22.2M YoY.
RPOs record $386.4M (+11% YoY); added 14 new customers; repurchased 1.6M shares for $69.4M.
Q3 guidance: revenue $301M-$307M, non-GAAP gross margin 50.5%-53.5%, non-GAAP EPS $0.37-$0.45.
Full-year 2026 revenue expected at higher end of 15%-20% growth; free cash flow $11.9M.

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