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Calix Inc (CALX)
NYSE:CALX
Earnings Data
Report Date
Feb 03, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.39Last Year’s EPS
0.08Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call reflects a strong performance with record revenue and gross margin improvements, driven by strategic customer acquisitions and robust platform innovations. However, challenges remain with increased operating expenses due to strategic investments and reduced BEAD funding impacting expected growth. Despite these challenges, the company maintains a positive outlook with ongoing demand and strategic positioning in AI and platform services.Company Guidance
Record Revenue Achievement
Calix achieved record revenue of $265 million, reflecting a sequential quarterly growth of 10% and guiding higher for the fourth quarter.
Gross Margin Improvement
Non-GAAP gross margin reached a record of 57.7%, representing a 90 basis point sequential quarterly increase.
New Customer Acquisitions
Calix added 20 new customers this quarter, indicating strong market demand and adoption of its platform.
RPO Growth
RPOs grew 2% sequentially to a record $355 million and increased 20% year-over-year, with current RPOs up 5% sequentially and 28% year-over-year.
Free Cash Flow and Cash Reserves
Calix achieved its 10th consecutive quarter of 8-figure free cash flow, ending the quarter with record cash and investments of $340 million, an increase of $41 million sequentially.
AI and Platform Innovation
Calix launched the Calix Agent Workforce, integrating Agentic AI across its platform in partnership with Google, aiming to simplify operations and enhance customer growth.
CALX Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CALX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 29, 2025 | $62.23 | $68.04 | +9.34% |
Jul 21, 2025 | $53.73 | $55.42 | +3.15% |
Apr 21, 2025 | $33.25 | $37.61 | +13.11% |
Jan 29, 2025 | $36.87 | $40.18 | +8.98% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Calix Inc (CALX) report earnings?
Calix Inc (CALX) is schdueled to report earning on Feb 03, 2026, After Close (Confirmed).
What is Calix Inc (CALX) earnings time?
Calix Inc (CALX) earnings time is at Feb 03, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CALX EPS forecast?
CALX EPS forecast for the fiscal quarter 2025 (Q4) is 0.39.
