CALIX, INC — Form 8-K
Filed July 20, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
Calix reported Q2 2026 revenue of $293.3M (+5% sequential, +21% YoY), with software & service revenue at record $50.5M (+7% seq, +16% YoY). RPOs reached record $386.4M (+3% seq, +11% YoY). The company repurchased 1.6M shares for $69.4M in the quarter. Management guides Q3 2026 revenue to $301–307M (+4% at midpoint), citing strong Calix One platform adoption but flagging gross margin compression from memory component cost increases partially offset by customer surcharges. Non-GAAP operating expenses declined sequentially; free cash flow was $11.9M.
Why this rating
Strong topline growth (+21% YoY) and record RPOs signal healthy platform adoption post-migration; offset by gross margin headwinds (memory costs, surcharges) and modest FCF. Routine quarterly report for $2.1B company.
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