Calix cites ‘robust, broad-based demand’ for Q3 beat

Calix (CALX) said, “For the third quarter of 2025, revenue was $265.4 million, representing an increase of 10% from the prior quarter and an increase of 32% compared with the same quarter a year ago. We saw robust, broad-based demand from our BXP customers as well as the urgent need for appliances as we continue to take footprint from legacy box vendors. Experience Edge revenue increased by 11% and 62% from the prior quarter and year ago quarter, respectively, primarily due to our BXP customers’ focus on the subscriber experience and adding subscribers. Access Edge revenue increased by 11% and 30% from the prior quarter and year ago quarter, respectively, driven by healthy demand this quarter for network technology investment and upgrades.”