Calix, INC

Market Movers (8-K)

NYSE
Calix, Inc. announced record second quarter 2026 revenue of $293.3 million, a 21% year-over-year increase, driven by strong adoption of its AI-native Calix One platform and record software and service revenue.
Delay expected
NYSE
Calix, Inc. announced its first quarter 2026 financial results, highlighting record revenue and the successful migration of all customers to its AI-native Calix One platform, ahead of its 2026 Investor Day.
NYSE
Calix, Inc. announced an increase to its stock repurchase program, authorizing an additional $100 million for common stock buybacks.
NYSE
Calix, Inc. announced record fourth quarter 2025 financial results, including $272 million in revenue and a 58% non-GAAP gross margin, driven by robust demand for its platform model.
Better than expected
NYSE
Calix, Inc. announced an additional $125 million authorization for its common stock repurchase program, increasing the total program authorization to $425 million.
Better than expected
NYSE
Calix, Inc. announced the appointment of John Durocher as Chief Operations Officer, effective November 16, 2025, with Jonathan Lindsell succeeding him as Chief Customer Officer.

Quarterly Earnings (10-Q)

NYSE
Calix, Inc. (CALX) announced a significant increase in revenue and net income for the second quarter of 2026, driven by strong appliance and software/service sales.
NYSE
Calix, Inc. announced a significant increase in revenue for the first quarter of 2026, driven by strong performance in its appliance and software/service segments.
Better than expected
NYSE
Calix, Inc. reports a significant increase in Q3 2025 revenue and a return to net income, driven by broad-based growth across customer segments and improved gross margins.
Better than expected
NYSE
Calix, Inc. announced significant revenue growth and improved gross margins in its second quarter 2025 results, driven by increased adoption of its platform, cloud, and managed services, while reducing its net loss.
Better than expected
Capital raise
NYSE
Calix's Q1 2025 revenue decreased slightly to $220.2 million, reflecting industry adjustments following the COVID-19 pandemic.
Worse than expected
NYSE
Calix Inc. experienced a decrease in revenue for the third quarter of 2024, primarily due to reduced spending from large and medium-sized customers and delayed purchasing decisions from smaller customers.
Worse than expected

Annual Reports (10-K)

NYSE
Calix, Inc.'s 10-K filing reveals a 20% decrease in revenue for FY24, highlighting challenges in sales to both large and small customers as the company navigates evolving market dynamics and invests in its platform and managed service offerings.
Delay expected
Capital raise
Worse than expected
NYSE
Calix Inc. announced a 20% increase in revenue for fiscal year 2023, driven by strong demand for its platform and managed services.
Worse than expected

Insider Trading (Form 4)

NYSE
Carl Russo, a Director and 10% owner of Calix, Inc, sold 75,000 shares of common stock on July 27, 2026 for $36.20 per share.
NYSE
Calix, Inc. Director Carl Russo acquired 15,999 stock options with an exercise price of $36.05, vesting over four years starting June 29, 2026.
NYSE
Director Christopher J. Bowick was granted 4,967 restricted stock units as part of the Calix, Inc. director compensation policy.
NYSE
Calix, Inc. director Michael J. Berry was granted 4,967 restricted stock units as part of the company's non-employee director equity compensation policy.
NYSE
Director Rajatish Mukherjee was granted 4,967 restricted stock units as part of the Calix, Inc. non-employee director equity compensation policy.
NYSE
Calix, Inc. director Wade Oosterman was granted 4,967 restricted stock units as part of the company's non-employee director compensation policy.

Proxy Statements (Def-14A)

NYSE
Calix, Inc. announces its 2026 Annual Meeting of Stockholders to address director elections, executive compensation, a significant increase in its employee stock plan, and corporate governance matters.
Better than expected
NYSE
Calix, Inc. has filed a definitive proxy statement with the SEC, indicating upcoming shareholder meetings and voting on company matters.
NYSE
Calix is asking stockholders to approve amendments to its equity incentive and stock purchase plans, including increasing the number of shares available for issuance.
NYSE
Calix, Inc. has filed a definitive proxy statement with the SEC, indicating upcoming shareholder actions.
NYSE
Calix, Inc. has set its virtual Annual Meeting of Stockholders for May 9, 2024, to address key proposals including director elections, executive compensation, and auditor ratification.

Schedule 13G - Passive Investments

NYSE
BlackRock, Inc. has reported a beneficial ownership of 10,323,597 shares, representing 16.2% of the outstanding common stock of Calix, Inc., as of June 30, 2026.
NYSE
AllianceBernstein L.P. has disclosed beneficial ownership of 5.0% of Calix Inc.'s common stock as of March 31, 2026, holding over 3.25 million shares.
NYSE
Vanguard Portfolio Management has reported beneficial ownership of 5,586,179 shares, representing 8.64% of Calix Inc.'s common stock as of March 31, 2026.
NYSE
The Vanguard Group has filed an amended Schedule 13G, reporting zero beneficial ownership in Calix Inc. following an internal organizational realignment.
NYSE
The Vanguard Group has filed an amended Schedule 13G, reporting a 13.29% passive beneficial ownership stake in Calix Inc.
NYSE
BlackRock, Inc. has filed an amended Schedule 13G, revealing a beneficial ownership of 14.9% of Calix, Inc.'s common stock.