CALIX, INC (CALX) Form 8-K — Jul 20, 2026
Calix reported second quarter 2026 revenue of $293.3 million, representing 21% year-over-year growth and exceeding the high end of its guidance range. The company achieved record software and service revenue of $50.5 million and grew Remaining Performance Obligations to $386.4 million, driven by strong adoption of its AI-native Calix One platform. Operational efficiency improved as non-GAAP operating expenses declined to 42% of revenue, down from 45% in the prior quarter. The company generated $11.9 million in free cash flow and returned $69.4 million to stockholders through the repurchase of 1.6 million shares.
Key figures
- Eps
- 0.26
- Revenue
- 293.3 million
- Net Income
- 17.1 million
- Revenue Yoy
- 21%
- Cash Position
- 194.3 million
- Rpo
- 386.4 million
- Non Gaap Eps
- 0.47
- Free Cash Flow
- 11.9 million
- Gaap Gross Margin
- 54.6%
- Non Gaap Net Income
- 30.6 million
- Non Gaap Gross Margin
- 54.8%
- Share Repurchase Amount
- 69.4 million
- Share Repurchase Shares
- 1.6 million
Price after filing
Close on the filing date to close N calendar days later (from $38.63). Historical, not a forecast.
AI analysis
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