---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-22-001324"
form_type: "8-K"
ticker: "CALX"
cik: "0001406666"
company_name: "CALIX, INC"
filed_at: "2022-01-26T23:59:59+00:00"
generated_at: "2026-06-27T15:24:06.585857+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Calix Q4 revenue $176.4M beats guidance; EPS $0.26 non-GAAP vs. $0.20-$0.25 guidance

## Summary
- Q4 revenue $176.4M (guidance $170-$176M); GAAP net income $0.29/share, non-GAAP $0.26/share.
- Non-GAAP gross margin 51.3% (down 190 bps YoY) due to higher component and logistics costs; guidance 49-51%.
- Added 26 new BSP customers in Q4, 131 in FY21; Cloud customers up 48% YoY; EXOS revenue +107% YoY.
- Q1 2022 guidance: revenue $174-$180M, non-GAAP EPS $0.16-$0.21; full-year supply constraints persist.
- Cash and investments $204.3M (record); positive free cash flow $9.4M in Q4.

## SEC filing metadata
- accession: 0001628280-22-001324
- form_type: 8-K
- ticker: CALX
- cik: 0001406666
- company_name: CALIX, INC
- filed_at: 2022-01-26T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1406666/000162828022001324/0001628280-22-001324-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1406666/000162828022001324/calx-20220126.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-22-001324
- JSON: https://secwatch.observer/filing/0001628280-22-001324.json
- Plain text: https://secwatch.observer/filing/0001628280-22-001324.txt

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