Highest-materiality recent filing
Calix Q2 revenue $293.3M record (+21% YoY); non-GAAP EPS $0.47; Q3 guidance above consensus
Record revenue $293.3M, up 5% sequential and 21% YoY; software & service revenue $50.5M (+16% YoY).
Calix shareholders elect directors, approve share increase, and back simple majority proposal
All three Class I director nominees elected: Crusco (44.7M for), Russo (47.1M), Weening (48.2M).
Calix increases stock repurchase authorization by $100M to $525M total
Board authorized an additional $100M for stock repurchases, bringing total authorization to $525M.
Calix Q1 record revenue $280M (+27% YoY); guides Q2 revenue $287-293M
Record Q1 revenue $280M, up 27% YoY; GAAP EPS $0.16, non-GAAP EPS $0.40.
Calix increases stock repurchase authorization by $125M to total $425M
Board authorized additional $125M stock repurchase, bringing total program authorization to $425M.
Calix reports record Q4 revenue $272.4M (+32% YoY); non-GAAP EPS $0.39 beats guidance
Record Q4 revenue $272.4M (+32% YoY); annual revenue reaches $1.0B (+20% YoY).
Calix appoints John Durocher as COO, Jonathan Lindsell as CCO
John Durocher, 58, promoted to COO effective Nov 16, 2025; previously Chief Customer Officer since March 2023.
GAAP net income $15.7M ($0.22 EPS); non-GAAP net income $30.6M ($0.44 EPS) vs guidance $0.31-$0.37.
Calix Q2 revenue $241.9M (+22% YoY); non-GAAP EPS $0.33 beats guidance; record gross margin 56.8%
Revenue $241.9M (+10% q/q, +22% y/y); non-GAAP EPS $0.33 vs guidance $0.18–$0.24.
Calix announces death of Chief Commercial Operations Officer J. Matthew Collins on May 7, 2025
Chief Commercial Operations Officer J. Matthew Collins passed away May 7, 2025.
Calix shareholders elect three Class III directors, approve 4M share equity plan increase
Michael Berry, Christopher Bowick, and Kira Makagon each elected with >43M votes for.
Calix increases stock repurchase authorization by $100M to $300M total
Board authorized additional $100M for share repurchases, total program now $300M.
Calix Q1 record gross margin 56.2%, revenue $220.2M, non-GAAP EPS $0.19
Q1 revenue $220.2M (+6.9% QoQ, -2.7% YoY); GAAP net loss $4.8M ($0.07 loss per share); non-GAAP net income $13.1M ($0.19 per share).
Director Fields not standing for reelection; former NetApp CFO Berry nominated to Calix board
Ellie Fields not standing for reelection at May 8, 2025 annual meeting; departure not due to disagreement with Calix.
Calix Q4 revenue $206.1M, GAAP loss $0.27, non-GAAP EPS $0.08; record gross margin 55.0%
Q4 revenue $206.1M, +2.6% sequentially but -22% YoY; GAAP net loss $0.27 per diluted share, non-GAAP EPS $0.08.
Calix reports Q3 rev $200.9M, down 24% YoY; GAAP EPS $(0.06), non-GAAP $0.13
Revenue $200.9M, up 1.4% sequentially but down 24% YoY; GAAP net loss $4.0M vs income $17.0M a year ago.
Calix appoints former Bell Canada vice chairman Wade Oosterman to board
Board size increased from 8 to 9; Oosterman appointed Class II director through 2027 annual meeting.
Calix Q2 revenue $198.1M (-24% YoY); record gross margin 55.1%; guides Q3 rev $198M-$204M
Revenue $198.1M, down 24% YoY and 12% sequentially; GAAP EPS ($0.12), non-GAAP EPS $0.09.
Calix stockholders elect directors, approve say-on-pay, ratify KPMG at 2024 annual meeting
Rajatish Mukherjee re-elected with 52,286,867 votes for, 1,376,544 withheld (6,954,017 broker non-votes).
Calix Q1 2024 revenue $226.3M (-9% YoY); GAAP EPS $0.00, non-GAAP $0.21; Q2 guide weak
GAAP revenue $226.3M, down 9% YoY; GAAP net income $0.1M ($0.00 EPS); non-GAAP EPS $0.21.
Calix Q4 non-GAAP EPS $0.43 beat; records $3.2M litigation charge, Q1 guide $225-231M
Record Q4 revenue $264.7M, non-GAAP gross margin 54.1% (record), non-GAAP EPS $0.43 vs guidance $0.33-$0.39.
Calix Q4 record rev $264.7M, non-GAAP EPS $0.43 beats; legacy charge $28.7M
Revenue $264.7M (record, +8% YoY); non-GAAP gross margin 54.1% (record, +250 bps YoY); non-GAAP EPS $0.43 beat guidance $0.33-$0.39.
Calix Q3 revenue $263.8M record (+12% YoY); non-GAAP EPS $0.45 beats guidance $0.32-0.38
Record revenue $263.8M, up 12% YoY; GAAP gross margin 53.3% (+320bps YoY); non-GAAP gross margin 53.8%.
Calix Q2 revenue $261M record; non-GAAP EPS $0.36 beats guidance
Record revenue $261M, up 29% YoY; GAAP EPS $0.13, non-GAAP EPS $0.36 (beat guidance $0.28-$0.34).
Calix appoints CEO Weening to Board; removes expiry on $100M buyback
CEO Michael Weening appointed to Board as Class I director, effective May 11, 2023.
Calix stockholders re-elect directors, approve equity plan increases at 2023 annual meeting
Kathleen Crusco and Carl Russo re-elected as Class I directors with 51.1M and 50.1M votes for, respectively.
Calix Q1 revenue $250M record, non-GAAP EPS $0.31 beats guidance; Q2 guides $255-261M
Q1 revenue $250.0M (+35% YoY, above guidance $242-248M); non-GAAP EPS $0.31 (guidance $0.24-0.30).
Calix director Michael Everett to not stand for re-election; board reduced to 8
Michael Everett declines to stand for re-election as Class 1 director at 2023 annual meeting.
Calix reports record Q4 revenue $244.5M, up 39% YoY; non-GAAP EPS $0.34
Q4 rev $244.5M (guidance $237M-$243M); non-GAAP EPS $0.34 (guidance $0.22-$0.28).
Calix: Michael Matthews retiring from board; Ellie Fields appointed; officer promotions
Michael Matthews resigns from board effective Dec 31, 2022; no disagreement with company.
Calix Q3 2022: Revenue $236.3M (record, beat guidance), non-GAAP EPS $0.34 vs $0.18-0.24 guidance
Revenue $236.3M (+37% YoY), above guidance of $211M-$217M; GAAP EPS $0.19, non-GAAP EPS $0.34.
Calix promotes Michael Weening to CEO; Carl Russo remains Chairman
Weening succeeds Russo as CEO effective Sept 30, 2022; Russo continues as Board Chairman.
Calix appoints Rajatish Mukherjee to board of directors
Effective August 19, 2022, Mukherjee appointed Class II director and to the Cybersecurity Committee.
Record quarterly revenue $202.0M, above guidance of $192-198M and up 20% YoY.
Calix shareholders elect four directors, approve equity plan increases at 2022 annual meeting
Directors Bowick, Makagon, Matthews, Russo elected; Russo redesignated as Class I director.
Calix beats Q1 revenue and EPS guidance; raises 2022 revenue growth outlook to 10-15%
Record Q1 revenue of $184.9M, above guidance of $174-180M; up 14% YoY.
Calix directors Kevin DeNuccio and J. Daniel Plants resign effective May 12, 2022
Kevin DeNuccio (board since 2012) and J. Daniel Plants (since 2018) resign effective May 12, 2022.
Calix Q4 revenue $176.4M beats guidance; EPS $0.26 non-GAAP vs. $0.20-$0.25 guidance
Q4 revenue $176.4M (guidance $170-$176M); GAAP net income $0.29/share, non-GAAP $0.26/share.
Calix terminates Loan and Security Agreement with Bank of America; no amounts outstanding
Terminated Loan and Security Agreement with Bank of America, N.A. and other lenders effective January 6, 2022.
Calix Q3 revenue $172.2M record; non-GAAP EPS $0.35 beats guidance; Q4 rev outlook $170-176M
Revenue $172.2M, up 14% YoY; GAAP net income $177.4M includes $160.2M deferred tax asset valuation allowance reversal.
Calix extends COO Weening's relocation deadline to Aug 2023, drops primary residence requirement
Amendment extends relocation deadline from Nov 27, 2021 to Aug 11, 2023 for President and COO Michael Weening.
Calix Q2 revenue $168.7M (+42% YoY) beats guidance; EPS $0.38 non-GAAP; CEO becomes chairman
Revenue $168.7M, +42% YoY, above guidance of $157-163M; non-GAAP EPS $0.38 vs guidance $0.24-0.28.
Ellie Fields notified Calix, Inc. (the “Company”) that she would not be standing for re-election to the Board of Directors (“Board”) of the Company upon the expiration of her term at the Company’s upcoming annual meeting of stockholders scheduled to be held on May 8, 2025.
Also on March 21, 2025, the Board, acting upon the recommendation of the Nominating and Corporate Governance Committee of the Board, nominated Michael Berry for election to the Board as a Class III director with a term expiring at the 2028 annual meeting of stockholders, to fill the vacancy resulting from the expiration of Ms. Fields’ term at the annual meeting.
appointed Wade Oosterman to the Board as a Class II director
appointed Michael Weening to the Board as a Class I director.
On March 24, 2023, Michael Everett, a member of the Board of Directors (“Board”) of Calix, Inc. (“Company”), advised the Board that he has decided to decline to stand for re-election as a Class 1 director upon the expiration of his current term at the Company’s 2023 annual meeting of stockholders (the “Annual Meeting”).
the Board appointed Eleanor Fields to the Board as a Class III director, effective as of January 1, 2023, filling the vacancy resulting from Mr. Matthews’ resignation from the Board.
the Board promoted J. Matthew Collins to the position of Chief Commercial Operating Officer and Shane Eleniak to the position of Chief Product Officer
the Board promoted J. Matthew Collins to the position of Chief Commercial Operating Officer
On November 10, 2022, Michael Matthews notified Calix, Inc. (the “Company”) that he is resigning from the Board of Directors of the Company (the “Board”), effective as of December 31, 2022.
Also on September 30, 2022, Carl Russo resigned his role as Chief Executive Officer effective September 30, 2022 and will continue to serve as Chairman of the Board of Directors of the Company
On September 30, 2022, Calix, Inc. (“Calix” or the “Company”) appointed Michael Weening, age 54, to the position of Chief Executive Officer of the Company effective September 30, 2022.
On August 19, 2022, the Board of Directors (“Board”) of Calix, Inc. (the “Company”), acting upon the recommendation of the Nominating and Corporate Governance Committee of the Board, appointed Rajatish Mukherjee to the Board as a Class II director, filling a vacancy in Class II directorship.
Max materiality 0.85 · Median 0.70 · Most common event earnings