secwatch.observer — SEC 8-K summary
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Issuer:     CALIX, INC (CALX)
CIK:        0001406666
Form:       8-K
Filed at:   2026-07-20T21:06:18+00:00
Accession:  0001406666-26-000028
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1406666/000140666626000028/0001406666-26-000028-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1406666/000140666626000028/calx-20260720.htm
  HTML page:      https://secwatch.observer/filing/0001406666-26-000028

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