---
schema_version: "secwatch.filing_event.v1"
accession: "0001406666-26-000028"
form_type: "8-K"
ticker: "CALX"
cik: "0001406666"
company_name: "CALIX, INC"
filed_at: "2026-07-20T21:06:18+00:00"
generated_at: "2026-07-20T21:08:15.775583+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001406666-26-000028
- form_type: 8-K
- ticker: CALX
- cik: 0001406666
- company_name: CALIX, INC
- filed_at: 2026-07-20T21:06:18+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/1406666/000140666626000028/0001406666-26-000028-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1406666/000140666626000028/calx-20260720.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001406666-26-000028
- JSON: https://secwatch.observer/filing/0001406666-26-000028.json
- Plain text: https://secwatch.observer/filing/0001406666-26-000028.txt

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