Calix letos očekává, že bude mít k dispozici více než 200 milionů USD ve zdrojích na podporu důvěry, bezpečnosti a předvídatelnosti AI pro poskytovatele širokopásmového připojení.
Viasat Drops 29%: Falling Knife or Moonshot Bargain?Calix NYSE: CALX used the final day of its ConneXions event to emphasize artificial intelligence, customer experience and network simplification as central priorities for broadband providers navigating intensifying competition.
President and CEO Michael Weening told attendees that “there is no version of the future where AI is optional,” urging providers to move quickly while choosing partners with the financial resources and security capabilities to support long-term deployments. He cautioned against allowing small, unproven AI vendors to proliferate across businesses without adequate controls, citing Calix’s own decision to halt some early experimentation in favor of working with larger enterprise partners.
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3 Late January Earnings Plays With Pop Potential“If you don't get on board with the people who are putting hundreds of millions of dollars behind putting security, trust, and making it predictable,” Weening said, providers risk being left behind. He said Calix expects to have more than $200 million in resources this year to support trust, security and predictability, and he positioned 2027 as a pivotal year for expanding the company’s competitive advantage.
Network simplification and growth opportunities
Weening said Calix is pursuing a strategy of helping broadband providers reduce operating costs while increasing revenue. He highlighted the company’s E9-2 platform, which he said can consolidate access aggregation, broadband network gateway and other functions into a single system, reducing the number of network elements, power consumption and required operating teams.
He challenged providers to “kill the BNG” as a standalone box by 2027, arguing that a simplified architecture could reduce equipment purchases and create resources for subscriber acquisition, marketing and churn reduction.
Weening also highlighted opportunities in managed Wi-Fi, small business, multi-dwelling units and community connectivity. He said Calix’s SmartMDU offering is designed to extend management from network access through building-wide Wi-Fi and connected amenities. The company’s strategy, he said, is to prioritize customer requests that either drive revenue or lower costs.
In addition, Weening described Workflow Studio as a tool for providers to map business processes and identify where AI agents can automate tasks. He said businesses must first understand how their operations currently work before attempting to change them with AI.
Survey points to elevated switching risk
Chief Marketing Officer Juergen Lindner shared findings from Calix’s second annual subscriber switching study, conducted with DC and Gather. The survey included 2,600 internet decision-makers across rural, suburban and urban markets and multiple generations.
16.1% of respondents said they had changed internet providers within the prior 12 months, a 6.2% increase from the previous year.
48.9% said they were actively considering a change in service.
93% said they were happy with their current provider, a result Lindner said could create a false sense of security because satisfied customers may still leave for a better offer.
Switching in rural markets increased by roughly 10%, while switching in the Midwest nearly tripled, according to Lindner.
Between 3.5 million and 4 million subscribers changed to 5G during the prior year, he said.
Lindner said price and speed remain table stakes, but streaming bundles, smart-home capabilities, personalization, security, network availability and customer service can influence loyalty. He also pointed to Gen Z as a particularly vulnerable customer segment because it has less inherent loyalty to providers.
“Your customers are not leaving you because they are mad with you,” Lindner said. “They’re going for better at the current time.”
Behavioral economics and marketing
Behavioral economist Melina Palmer, founder of The Brainy Business, encouraged providers to frame offers around customer outcomes rather than technical terms such as symmetrical connectivity or megapixels. She said the language used to describe an offer can affect its perceived value.
Palmer advised attendees to use clear, consistent messaging across channels and to identify what longtime customers would miss if the provider disappeared. She also discussed “anchoring,” or presenting a higher-priced option first to make a target offer appear more attractive. Her recommendations included creating a higher-priced “wingman” product that supports the value of the preferred offering.
“When you change the words, you change the value,” Palmer said.
Providers share operating results
Several Calix customers described their growth strategies and experience-focused approaches. Greg Mullis, chief operating officer of Georgia-based Tri-CoGo, said the fiber provider has reached 11,000 customers, a roughly 50% take rate and a 50% gigabit-service take rate. He said Tri-CoGo’s net promoter score has risen from 90 to 92 over the past three years and that it became cash-flow positive two years ahead of plan.
Tri-CoGo recently introduced five new plans, including ProtectIQ for new accounts, higher-tier experience offerings and multi-gig Wi-Fi 7. Mullis said the company increased average revenue per user by about $0.75 over five months and achieved an approximately 11% take rate for its 4-gig product, compared with a 5% budgeted rate.
Darren Farnan, general manager of United Fiber, said the company serves more than 45,000 subscribers and has used managed Wi-Fi, outdoor Wi-Fi and SmartBiz small-business services to expand its service model. He said SmartBiz revenue grew 125% year over year, crediting internal alignment and employee ownership of the offering.
Milton Lopera, chief customer officer of Blue Stream Fiber, said the company serves 150,000 subscribers across 500 communities, primarily in Florida and Texas, with plans to expand into Alabama and Georgia. He said Blue Stream has achieved a 4.9-out-of-5 installation experience rating across its MDU communities, a 90% reference rate and a 99.5% renewal rate for contracts that typically run eight to 10 years.
Other discussions focused on AI-enabled partner workflows. Rachel Solomon, CEO of Wecom Fiber, said 80% of her company’s orders flow from checkout to technicians without human intervention. Timothy May, CEO of Direct Communications, said his company views AI as a tool to augment employees rather than replace them.
Calix executives closed the event by arguing that AI adoption requires both technology and human judgment. Chief Customer Officer Nancy Tichbon described the formula as “AI plus PI equals ROI,” with PI referring to people intelligence. Chief Operating Officer John Durocher urged attendees to use AI in ways they can trust, describing security, predictability and actionability as necessary elements for sustainable adoption.
About Calix (NYSE:CALX)Calix, Inc provides cloud, software and broadband access solutions to communications service providers. Its technology helps broadband operators deploy, manage and monetize high-speed internet and related services for residential and business customers.
The company's offerings include broadband access systems, subscriber premise equipment, cloud-based software and analytics, and managed services. Its portfolio supports fiber, fixed wireless and other broadband networks, while enabling providers to deliver services such as Wi-Fi management, network security, connected home applications and business connectivity.
Founded in 1999 and headquartered in San Jose, California, Calix serves broadband service providers primarily in North America, with customers and operations in other international markets.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Calix rozšířil SmartMDU o nové možnosti aktivace internetového připojení, Wi‑Fi připojení pro vozidla v garážích a širší kontrolu nasazení v bytových komplexech.
Award-winning SmartMDU on the Calix One platform is purpose-built to help service providers support property owners and managers in delivering better connected experiences at scale. Calix delivers new resident activation options, reliable connectivity for vehicles, and greater deployment control.
SAN JOSE, Calif.--(BUSINESS WIRE)--Today, at its annual innovation and customer success conference, Calix, Inc. (NYSE: CALX) announced new SmartMDU™ capabilities on the AI-native Calix One™ platform, giving service providers more ways to efficiently grow across multifamily markets.
"With Calix, we can serve more properties and continue growing our business without creating more work for our support team," said Scott Coonfield, president and chief executive officer at VA SkyWire.
Share Multifamily properties represent a significant growth opportunity for service providers as property managers seek to attract and retain residents. Increasingly, these residents expect secure, reliable connectivity from the moment they move in—both in their dwelling and property-wide—including historically hard-to-reach areas such as parking garages. Meeting those resident expectations means making Wi‑Fi available and easy to activate from day one, then sustaining that experience.
SmartMDU is purpose-built to simplify the delivery of move-in-ready connectivity across multifamily properties. Its ability to help service providers meet the needs of property managers and residents is reflected in industry recognition—including the 2026 Maravedis “Resident Experience Award” and Broadband Communities’ “Multifamily Technology Partner of the Year”—and service provider results, with resident satisfaction ratings as high as 95 percent.
With SmartMDU, service providers can now deliver a range of expanded capabilities for property owners and managers:
Even more seamless move-ins with new activation options to delight residents. Building on existing QR code activation, residents can now sign up via a unique SSID or activate service prior to move-in with a one-time code the property manager initiates through PropertyWorx™. These expanded options help service providers meet rising expectations in multi-dwelling units (MDUs) and raise resident satisfaction. Reliable, secure Wi-Fi connectivity for resident vehicles in parking garages. A dedicated connected vehicle network provides managed Wi-Fi in MDU parking facilities for over-the-air software updates, in-car navigation, and other connected services. Access is unique to each resident and ends when they move out, simplifying management and enhancing security. Greater visibility and control across SmartMDU deployments. With the expanded Calix GigaPro® managed switch portfolio on Calix One, service providers can simplify management for property managers and help scale consistent resident experiences across more multifamily properties. Planned property management system (PMS) integrations will further simplify resident onboarding and offboarding by enabling teams to provision and easily remove resident Wi-Fi access within existing property management workflows, helping reduce manual work and create smoother resident experiences.
All service providers deploying SmartMDU have access to Calix Success™ for expert guidance, training, and support to accelerate deployments and confidently scale across more multifamily properties.
Scott Coonfield, president and chief executive officer at VA SkyWire, said: “When MDU residents move into their new home, they want to get online right away, not schedule an installation or wait for support. SmartMDU on the Calix One platform makes that experience simpler for residents while giving our support team the visibility and tools to resolve issues quickly and efficiently. With Calix, we can serve more properties and continue growing our business without creating more work for our support team.”
Shane Eleniak, chief product officer at Calix, said: “Residents do not think about broadband in terms of networks or technology. They think about whether everything works from the moment they walk through the door. For service providers, delivering secure broadband that simply works is how they stand apart. That’s why we are continuing to evolve SmartMDU on the AI-native Calix One platform—helping providers remove friction behind the scenes, scale exceptional resident experiences, and win more multifamily business without adding operational complexity.”
Learn how SmartMDU is evolving to help service providers simplify operations, scale across more properties, and grow their multifamily business.
About Calix
Calix, Inc. (NYSE: CALX) is an AI platform company that enables service providers to transform their operations and accelerate delivery of differentiated experiences—so they can compete and win in the markets and communities they serve.
Through the AI-native Calix One platform, service providers can securely and privately activate agentic AI alongside their human teams to acquire new subscribers, grow existing subscriber revenue, and build loyalty across residential, business, municipal, and MDU markets. More than 1,200 customers of all sizes leverage the Calix One platform, which has evolved over 15 years at an investment of more than $2 billion.
Calix innovation cycles are underpinned by a strong financial balance sheet and a people‑first culture that routinely earns broad industry recognition—winning 81 culture and innovation awards since 2025 alone, as well as Fortune’s 100 Best Companies to Work For® in 2026.
This press release contains forward-looking statements that are based upon management’s current expectations and are inherently uncertain. Forward-looking statements are based upon information available to us as of the date of this release, and we assume no obligation to revise or update any such forward-looking statement to reflect any event or circumstance after the date of this release, except as required by law. Actual results and the timing of events could differ materially from current expectations based on risks and uncertainties affecting Calix’s business. The reader is cautioned not to rely on the forward-looking statements contained in this press release. Additional information on potential factors that could affect Calix’s results and other risks and uncertainties are detailed in its quarterly reports on Form 10-Q and Annual Report on Form 10-K filed with the SEC and available at www.sec.gov.
Calix and the Calix logo are trademarks or registered trademarks of Calix and/or its affiliates in the U.S. and other countries. A listing of Calix’s trademarks can be found at https://www.calix.com/legal/trademarks.html. Third-party trademarks mentioned are the property of their respective owners.
Calix (CALX) rozšířil platformu Agent Workforce o Control Center a nové pracovní postupy založené na AI; připravované Workflow Studio umožní poskytovatelům upravovat automatizaci bez programování.
New Control Center for Calix Agent Workforce gives service providers one secure, personalized workspace to put purpose-built AI to work across their business while keeping humans in control. Expanded workflows help teams accelerate growth, strengthen loyalty, and streamline operations, while upcoming Workflow Studio will let providers tailor AI workflows to their unique business needs.
SAN JOSE, Calif.--(BUSINESS WIRE)--Today, at its annual innovation and customer success conference, Calix, Inc. (NYSE: CALX) delivered advancements for Calix Agent Workforce™ on the Calix One™ platform, giving service providers greater control over how AI operates within their workflows, more ways to put it to work, and flexibility to tailor it to their unique business needs—all while keeping humans at the helm.
"For 26 years, we have innovated with service providers, not for them. And over the past 15 years, we have invested more than $2 billion evolving the platform that enables Agent Workforce to put that expertise to work," said Calix CEO Michael Weening.
Share Unlike generic AI tools that service providers must adapt to their businesses, Agent Workforce is purpose-built for how they operate. Powered by the AI-native Calix One platform, which processes a petabyte of data daily, Agent Workforce draws on decades of domain expertise to combine network intelligence, subscriber context, and real-world provider workflows with the trust and orchestration needed to put AI to work. This foundation moves service providers beyond isolated tools toward a unified AI workforce that human teams can manage from one place, leverage to act on insights, deploy across more business functions, and tailor to their unique business needs.
Calix is expanding Agent Workforce with three innovations:
Launching: Control Center brings Agent Workforce into a single personalized operating experience. Personalized by role and permissions, Control Center gives marketing, service, and operations teams one conversational workspace to understand, direct, and act on AI-driven insights and workflows across their business. Teams can surface acquisition opportunities, get subscriber context to address service needs, or investigate network issues—putting the right intelligence and actions in the hands of the right people at the right time. Launching: Expanded AI workflows extend purpose-built capabilities across more of the business. New AI-powered workflows help teams identify more growth opportunities, automate marketing campaigns, engage subscribers across more channels, investigate network health alerts, identify emerging outages, and more. These build on workflows introduced in September that help service providers uncover more upsell opportunities and resolve subscriber issues faster. By applying network and subscriber intelligence to a growing range of business challenges, Agent Workforce reduces manual effort and improves operational efficiency. Coming soon: Calix Workflow Studio will let service providers adapt AI to how they operate. Building on ready-to-use Agent Workforce capabilities, the planned no-code Workflow Studio will enable teams to tailor workflows to their business needs by connecting agents, data, tools, and existing systems. Planned support for open standards, including A2A and MCP, will give service providers greater flexibility to extend automation across their business and partner ecosystem. Calix Success™ helps service providers turn secure AI capabilities into measurable business value through expert guidance, education, and proven best practices. The Calix AI Leadership Playbook gives teams a strategic framework to move beyond generic AI experimentation and to operationalize agentic AI across their businesses. Calix Success also helps providers identify high-value opportunities, integrate Agent Workforce into everyday operations, and build organizational readiness to scale adoption.
Scott Hendrix, chief executive officer at Tombigbee Fiber and Tombigbee Electric Power Association, said: “For us, AI isn’t about replacing people. It’s about giving our teams the tools and knowledge to do more for the members we serve. With Calix Agent Workforce, we’re already seeing how our employees can learn faster, work through complex issues, and better understand what our members need. As we bring these capabilities into more of our daily operations, I see tremendous opportunity to make our team more effective, deliver better service, and grow our business without losing the personal connection that makes Tombigbee special.”
Michael Weening, president and chief executive officer at Calix, said: “AI won’t replace companies, but companies who use AI will replace those who do not. Today, that is truer than ever. For 26 years, we have innovated with service providers, not for them. And over the past 15 years, we have invested more than $2 billion evolving the platform that enables Agent Workforce to put that expertise to work. Control Center scales the expertise of their people so they can move faster, while Workflow Studio will enable them to adapt and extend purpose-built workflows to what makes their business unique. We thank every customer who continues on this journey with us. The game is on, and we are excited to help them use AI to compete and win.”
Discover how Calix Agent Workforce, powered by the AI-native Calix One platform, helps service providers drive subscriber growth, strengthen loyalty, and streamline operations.
About Calix
Calix, Inc. (NYSE: CALX) is an AI platform company that enables service providers to transform their operations and accelerate delivery of differentiated experiences—so they can compete and win in the markets and communities they serve.
Through the AI-native Calix One platform, service providers can securely and privately activate agentic AI alongside their human teams to acquire new subscribers, grow existing subscriber revenue, and build loyalty across residential, business, municipal, and MDU markets. More than 1,200 customers of all sizes leverage the Calix One platform, which has evolved over 15 years at an investment of more than $2 billion.
Calix innovation cycles are underpinned by a strong financial balance sheet and a people‑first culture that routinely earns broad industry recognition—winning 81 culture and innovation awards since 2025 alone, as well as Fortune’s 100 Best Companies to Work For® in 2026.
This press release contains forward-looking statements that are based upon management’s current expectations and are inherently uncertain. Forward-looking statements are based upon information available to us as of the date of this release, and we assume no obligation to revise or update any such forward-looking statement to reflect any event or circumstance after the date of this release, except as required by law. Actual results and the timing of events could differ materially from current expectations based on risks and uncertainties affecting Calix’s business. The reader is cautioned not to rely on the forward-looking statements contained in this press release. Additional information on potential factors that could affect Calix’s results and other risks and uncertainties are detailed in its quarterly reports on Form 10-Q and Annual Report on Form 10-K filed with the SEC and available at www.sec.gov.
Calix and the Calix logo are trademarks or registered trademarks of Calix and/or its affiliates in the U.S. and other countries. A listing of Calix’s trademarks can be found at https://www.calix.com/legal/trademarks.html. Third-party trademarks mentioned are the property of their respective owners.
Calix spustil Subscriber Agent, konverzačního asistenta umělé inteligence v aplikaci CommandIQ, který zákazníkům pomáhá spravovat domácí sítě a poskytovatelům snižovat počet rutinních požadavků na podporu.
Powered by the AI-native Calix One platform and decades of network intelligence, Subscriber Agent brings a conversational AI assistant to the refreshed CommandIQ app. The new app experience helps subscribers manage everyday needs—from setting up guest networks and updating parental controls to accessing billing—while reducing routine support demands on service providers.
SAN JOSE, Calif.--(BUSINESS WIRE)--Today, at its annual innovation and customer success conference, Calix, Inc. (NYSE: CALX) launched Subscriber Agent, bringing a conversational AI assistant to the refreshed CommandIQ® mobile app. Built for Calix Agent Workforce™ and the AI-native Calix One™ platform, the new app experience lets residential subscribers use natural voice and text conversations to manage their connected homes, get personalized assistance, and accomplish everyday tasks with greater ease. For service providers, this creates new opportunities to reduce routine support calls and strengthen subscriber loyalty.
"In the past, digital experiences required people to figure out what to do next. Subscriber Agent changes that. A new conversational AI experience in CommandIQ makes it easy for subscribers to address their everyday issues," said Calix CMO Juergen Lindner.
Share Already used by millions of subscribers and customizable to each service provider’s brand, CommandIQ gives providers a direct digital channel to deliver differentiated connected-home experiences. The refreshed app simplifies navigation for subscribers, while Subscriber Agent draws on decades of network intelligence and subscriber context to understand individual connected-home environments and help subscribers take action without navigating complex menus or settings.
Subscriber Agent goes far beyond the capabilities of generic AI assistants. It builds on proven SmartHome™ experiences that have helped service providers achieve Net Promoter Scores℠ (NPS®) in the 80s and 90s and year-over-year revenue growth. Extending intelligent workflows introduced last month, Subscriber Agent makes capabilities like ExperienceIQ® for managing family internet experiences, ProtectIQ® for securing home networks, and ScamWatchIQ™ for navigating online threats easier to access through natural conversations. Together with contextual alerts and billing integration, these capabilities in CommandIQ improve the connected-home experience for subscribers while keeping the service provider's brand front and center.
With Subscriber Agent in CommandIQ, subscribers can:
Better understand and optimize home networks to reduce support calls. Through natural voice or text conversations, subscribers can identify connected devices, investigate unfamiliar activity, and diagnose connectivity problems. They can also use personalized recommendations to improve Wi-Fi performance and resolve issues faster. Simplify household management to deepen engagement. Subscribers can ask the assistant to create guest networks with secure QR-code access, set expiration times, and establish recurring parental controls through natural conversations—reviewing changes before they take effect. By simplifying home network tasks, CommandIQ becomes a more useful experience subscribers return to regularly. Navigate security concerns to strengthen subscriber trust. Subscribers can better understand security alerts and get personalized guidance. They can then take informed action with SmartHome protections such as ProtectIQ and ExperienceIQ to make connected-home security easier to manage. To help service providers drive adoption of Subscriber Agent-powered AI assistance in CommandIQ and advance residential market success, Calix Success™ is releasing launch resources, customizable campaigns, and expert guidance. Through Calix University, Success events, and the Calix Community, service providers can access proven playbooks, ready-to-use campaign assets, and personalized support.
Katie Luckett, director of marketing, communications and education at Choptank Electric Cooperative, said: “I grew up as a Choptank member, so I know how important it is that the technology we offer feels useful, convenient, and worthy of the trust our community places in us. Subscriber Agent gives members a secure and more natural way to get help and manage their connected homes 24/7 simply by asking in their own words. For Choptank Fiber, that means empowering members to resolve everyday issues on their own—reducing routine support calls while keeping our team focused on those who need more assistance. Leveraging the Calix One platform gives us a trusted foundation to bring AI into our business in a way that feels practical, secure, and true to how we serve our members.”
Juergen Lindner, chief marketing officer at Calix, said: “In the past, digital experiences required people to figure out what to do next. Subscriber Agent changes that. A new conversational AI experience in CommandIQ makes it easy for subscribers to address their everyday issues around their connected homes, simply by asking for help. We are infusing decades of network experience into our AI-native Calix One platform, so we can move beyond smart answers into taking relevant action. For service providers, every subscriber interaction is an opportunity to deliver exceptional value, strengthen loyalty and brand differentiation with experiences subscribers actually crave.”
Learn more about Subscriber Agent in the refreshed CommandIQ mobile app—powered by Calix One.
About Calix
Calix, Inc. (NYSE: CALX) is an AI platform company that enables service providers to transform their operations and accelerate delivery of differentiated experiences—so they can compete and win in the markets and communities they serve.
Through the AI-native Calix One platform, service providers can securely and privately activate agentic AI alongside their human teams to acquire new subscribers, grow existing subscriber revenue, and build loyalty across residential, business, municipal, and MDU markets. More than 1,200 customers of all sizes leverage the Calix One platform, which has evolved over 15 years at an investment of more than $2 billion.
Calix innovation cycles are underpinned by a strong financial balance sheet and a people‑first culture that routinely earns broad industry recognition—winning 81 culture and innovation awards since 2025 alone, as well as Fortune’s 100 Best Companies to Work For® in 2026.
This press release contains forward-looking statements that are based upon management’s current expectations and are inherently uncertain. Forward-looking statements are based upon information available to us as of the date of this release, and we assume no obligation to revise or update any such forward-looking statement to reflect any event or circumstance after the date of this release, except as required by law. Actual results and the timing of events could differ materially from current expectations based on risks and uncertainties affecting Calix’s business. The reader is cautioned not to rely on the forward-looking statements contained in this press release. Additional information on potential factors that could affect Calix’s results and other risks and uncertainties are detailed in its quarterly reports on Form 10-Q and Annual Report on Form 10-K filed with the SEC and available at www.sec.gov.
Calix and the Calix logo are trademarks or registered trademarks of Calix and/or its affiliates in the U.S. and other countries. A listing of Calix’s trademarks can be found at https://www.calix.com/legal/trademarks.html. Third-party trademarks mentioned are the property of their respective owners.
Net Promoter®, NPS®, NPS Prism®, and the NPS-related emoticons are registered trademarks of Bain & Company, Inc., Satmetrix Systems, Inc., and Fred Reichheld. Net Promoter Score℠ and Net Promoter System℠ are service marks of Bain & Company, Inc., Satmetrix Systems, Inc., and Fred Reichheld.
Chariton Valley nasazuje Calix Agent Workforce Cloud na platformě Calix One, aby rozšířila bezpečné AI workflow. Firma už letos snížila provozní náklady téměř o půl milionu dolarů a drží NPS 88.
After using Calix One to reduce OPEX by nearly half a million dollars, Chariton Valley is investing in secure agentic workflows to transform a business built on strong subscriber relationships and a trusted local brand. Supported by a 15-year Calix partnership, they continue to deepen community ties—building ballfield fences and repainting libraries—while winning across residential, business, and community markets.
SAN JOSE, Calif.--(BUSINESS WIRE)--Calix, Inc. (NYSE: CALX) today announced that Chariton Valley Telephone has adopted Calix Agent Workforce Cloud™ on the AI-native Calix One™ platform. The Missouri-based cooperative will use secure agentic workflows to scale a proven business model built on operational efficiency, responsive high-touch subscriber service, and community trust. With Calix, Chariton Valley has achieved an 88 Net Promoter Score℠ (NPS®) while reducing operating costs by nearly half a million dollars year-to-date.
"By combining secure agentic workflows with the relationships and local trust we’ve built over generations, we can continue creating experiences that competitors simply cannot replicate," said Ryan Johnson, president and CEO at Chariton Valley.
Share Chariton Valley has also accelerated subscriber activation by 80 percent, shortened mean time to repair by more than three hours in two years, and resolved nearly 65 percent of service tickets remotely. These gains help the cooperative maintain high service quality as their subscriber base grows, expand their fiber network, and acquire subscribers across residential, business, and community markets.
That operational strength helps Chariton Valley differentiate through experiences as new fiber providers and satellite alternatives bring more competition to rural markets. Their teams extend secure SmartHome™ experiences across subscribers’ properties, connect local businesses with SmartBiz™, and support community events with SmartTown® public Wi-Fi. Through the Co-ops in Action program Chariton Valley also partners with the local electric cooperative to improve the communities they serve, from building ballfield fences to repainting libraries. With Agent Workforce Cloud, Chariton Valley can now automate routine work, act on insights faster, and give employees more time to serve subscribers and strengthen community relationships.
Ryan Johnson, president and chief executive officer at Chariton Valley, said: “Everything we do comes back to delivering what we call the Ideal Customer Experience. Sales and support may have the first touch with a subscriber, but our technicians and installers often have the last touch. They leave the lasting impression. As competition grows, those moments matter more than ever. Agent Workforce gives our teams access to the intelligence, insights, and automation they need to act faster, solve problems sooner, and spend more time with the people we serve. By combining secure agentic workflows with the relationships and local trust we’ve built over generations, we can continue creating experiences that competitors simply cannot replicate.”
Chariton Valley is already using cloud-based capabilities of Calix One to generate weekly reports that help identify potential service issues and connect network insights with subscriber accounts. Agent Workforce Cloud can advance that approach by surfacing relevant information in real time, determining when action is required, and automating processes across the business. Each new AI-powered workflow will give technicians more time for installations and same-day repairs, while enabling other teams to focus on subscriber and community engagements that distinguish their cooperative.
John Durocher, chief operations officer at Calix, said: “What stands out about Chariton Valley is their ability to turn operational insight into action. Ryan and his team have built a culture rooted in measurement, accountability, and continuous improvement, using data to identify issues sooner, respond faster, and create better experiences for subscribers. With secure agentic workflows on Calix One, Chariton Valley can extend that discipline across the business, helping employees better prioritize work and focus more of their time on the subscribers and communities they serve. That’s how innovative service providers scale efficiently while preserving the local relationships that set them apart.”
Calix customers can access the Calix AI Leadership Playbook, explore the award-winning “AI Academy” in Calix University, and watch Calix Customer Success webinars.
About Calix
Calix, Inc. (NYSE: CALX) is an AI platform company that enables service providers to transform their operations and accelerate delivery of differentiated experiences—so they can compete and win in the markets and communities they serve.
Through the AI-native Calix One platform, service providers can securely and privately activate agentic AI alongside their human teams to acquire new subscribers, grow existing subscriber revenue, and build loyalty across residential, business, municipal, and MDU markets. More than 1,200 customers of all sizes leverage the Calix One platform, which has evolved over 15 years at an investment of more than $2 billion.
Calix innovation cycles are underpinned by a strong financial balance sheet and a people‑first culture that routinely earns broad industry recognition—winning 81 culture and innovation awards since 2025 alone, as well as Fortune’s 100 Best Companies to Work For® in 2026.
This press release contains forward-looking statements that are based upon management’s current expectations and are inherently uncertain. Forward-looking statements are based upon information available to us as of the date of this release, and we assume no obligation to revise or update any such forward-looking statement to reflect any event or circumstance after the date of this release, except as required by law. Actual results and the timing of events could differ materially from current expectations based on risks and uncertainties affecting Calix’s business. The reader is cautioned not to rely on the forward-looking statements contained in this press release. Additional information on potential factors that could affect Calix’s results and other risks and uncertainties are detailed in its quarterly reports on Form 10-Q and Annual Report on Form 10-K filed with the SEC and available at www.sec.gov.
Calix and the Calix logo are trademarks or registered trademarks of Calix and/or its affiliates in the U.S. and other countries. A listing of Calix’s trademarks can be found at https://www.calix.com/legal/trademarks.html. Third-party trademarks mentioned are the property of their respective owners.
Net Promoter®, NPS®, NPS Prism®, and the NPS-related emoticons are registered trademarks of Bain & Company, Inc., Satmetrix Systems, Inc., and Fred Reichheld. Net Promoter Score℠ and Net Promoter System℠ are service marks of Bain & Company, Inc., Satmetrix Systems, Inc., and Fred Reichheld.
Calix rozšířil Agent Workforce Cloud o nová AI workflow pro marketing, podporu a provoz, která mají pomoci zvyšovat ARPU, zrychlit řešení výpadků a zlepšit efektivitu. Platforma už podle firmy snížila příchozí hovory až o 88 % a MTTR až o 75 %.
Calix, Inc. (NYSE: CALX) today announced an expansion of Calix Agent Workforce Cloud™ on the AI-native Calix One™ platform, adding secure agentic workflows that help service providers operationalize AI across marketing, support, and operations. Building on the initial workflows introduced in May, the new agentic capabilities help teams collaborate seamlessly across functional boundaries—with humans in the loop—to create targeted campaigns and upsell offers, accelerate troubleshooting and issue resolution, and detect and remediate network disruptions. Together, these workflows accelerate how service providers acquire subscribers, strengthen loyalty, and operate more efficiently.
The latest expansion to Agent Workforce Cloud introduces powerful capabilities for service providers:
Agentic workflows for campaign creation and upsell recommendations helpmarketing and support teams identify ready-to-buy subscribers, build targeted campaigns, and deliver personalized offers that drive subscriber growth. These workflows evolve platform capabilities that have increased monthly recurring revenue by as much as 500 percent.Agentic workflows for troubleshooting and resolution allow support teams to combine subscriber and network intelligence to guide troubleshooting and accelerate issue resolution during service disruptions. These workflows build on platform capabilities that have reduced inbound support calls by up to 88 percent.Agentic workflows for network detection and remediation enable operations teams to identify emerging issues sooner and accelerate remediation by unifying subscriber context and network health. These workflows advance platform capabilities that have reduced mean time to repair (MTTR) by up to 75 percent.Agentic workflows that enable subscriber self-service—coming soon—will help service providers extend intelligent, on-demand assistance directly to subscribers via the CommandIQ® mobile app. Subscribers will be able to identify issues, review recommended actions, approve changes, and resolve problems in real time through a guided experience. These workflows will grow the subscriber experiences that have helped service providers achieve industry-leading Net Promoter Scores℠ (NPS®) in the 70s, 80s, and 90s.Brooks Goodall, chief operations officer and assistant general manager at RTC Networks, said: “What makes Agent Workforce Cloud different is that it fits into the way our teams already work. Instead of asking employees to learn entirely new processes, AI is embedded into the workflows they use every day, helping teams move faster, make better decisions, and see value sooner. Our teams can spend less time on manual tasks and more time focused on what matters most: delivering secure, differentiated experiences to the communities we serve. With Calix One, AI is no longer a new tool we are experimenting with. We are actively working to make this an integral part of how we serve our subscribers and grow our business.”
As service providers move from AI pilots to operationalized AI, Agent Workforce Cloud helps them embed secure agentic workflows across marketing, service, and operations to deliver measurable business outcomes at predictable cost. Built on more than 26 years of broadband expertise and over $2 billion in platform investment, Calix One processes more than a petabyte of data daily and executes over 4.3 billion workflows annually, helping providers increase average revenue per user (ARPU), reduce churn and operating costs, and achieve industry-leading NPS.
Michael Weening, president and chief executive officer at Calix, said: “Anyone can build an agent, but achieving a sustainable ROI is a different story. At Calix, we have invested three years evolving our platform to be AI-native, deeply rooted in an understanding of our customers’ operations and identifying the workflows that enable them to deliver measurable business outcomes and sustainable ROI. Calix Agent Workforce Cloud turns that knowledge into trusted and secure agentic workflows that service providers can deploy at predictable cost, without the uncertainty of token-based pricing. These latest workflows are just the beginning. Now, we will deliver new capabilities faster and faster, helping our customers continuously transform their operations and compete to win in the AI era.”
Learn how service providers are operationalizing secure agentic workflows and transforming business outcomes with Calix Agent Workforce Cloud at ConneXions 2026.
About Calix
Calix, Inc. (NYSE: CALX) is an AI platform company that enables service providers to transform their operations and accelerate delivery of differentiated experiences—so they can compete and win in the markets and communities they serve.
Through the AI-native Calix One platform, service providers can securely and privately activate agentic-AI alongside their human teams to acquire new subscribers, grow existing subscriber revenue, and build loyalty across residential, business, municipal, and MDU markets. More than 1,200 customers of all sizes leverage the Calix One platform, which has evolved over 15 years at an investment of more than $2 billion.
Calix innovation cycles are underpinned by a strong financial balance sheet and a people‑first culture that routinely earns broad industry recognition—winning 81 culture and innovation awards since 2025 alone, as well as Fortune’s 100 Best Companies to Work For® in 2026.
This press release contains forward-looking statements that are based upon management’s current expectations and are inherently uncertain. Forward-looking statements are based upon information available to us as of the date of this release, and we assume no obligation to revise or update any such forward-looking statement to reflect any event or circumstance after the date of this release, except as required by law. Actual results and the timing of events could differ materially from current expectations based on risks and uncertainties affecting Calix’s business. The reader is cautioned not to rely on the forward-looking statements contained in this press release. Additional information on potential factors that could affect Calix’s results and other risks and uncertainties are detailed in its quarterly reports on Form 10-Q and Annual Report on Form 10-K filed with the SEC and available at www.sec.gov.
Calix and the Calix logo are trademarks or registered trademarks of Calix and/or its affiliates in the U.S. and other countries. A listing of Calix’s trademarks can be found at https://www.calix.com/legal/trademarks.html. Third-party trademarks mentioned are the property of their respective owners.
Net Promoter®, NPS®, NPS Prism®, and the NPS-related emoticons are registered trademarks of Bain & Company, Inc., Satmetrix Systems, Inc., and Fred Reichheld. Net Promoter Score℠ and Net Promoter System℠ are service marks of Bain & Company, Inc., Satmetrix Systems, Inc., and Fred Reichheld.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260917276297/en/
Tantalus Systems spolupracuje s Calix na společném uvádění řešení s optickým připojením pro elektrická družstva a městské utility. Firmy už otestovaly interoperabilitu a jsou připraveny k nasazení v terénu.
Combination of Calix Optical Network Terminal and Tantalus' TRUSense Gateway™
meets increasing demand for fiber-based, data-centric AMI deployments
Burnaby, British Columbia--(Newsfile Corp. - August 27, 2026) - Tantalus Systems (TSX: GRID) (OTCQX: TGMPF) ("Tantalus" or the "Company"), a technology company dedicated to helping utilities modernize their distribution grids by harnessing the power of data, announced today that it is working with Calix, Inc. (NYSE: CALX) ("Calix") to jointly bring fiber-enabled applications to electric cooperative and municipal utilities. Calix, an AI platform company, enables service providers to transform their operations and accelerate delivery of differentiated experiences, so they can compete and win in the markets and communities they serve. As part of Calix's Partner Program, Tantalus expects to expand its sales channel and addressable market, especially within the electric cooperative segment, a core growth market for the Company.
This initiative represents a significant growth opportunity for both Tantalus and Calix, as more than 200 electric cooperatives across North America are currently in the process of deploying fiber networks. Tantalus' TRUSense Fiber Gateway and TRUConnect™ AMI platform, which are both part of the Tantalus Grid Modernization Platform™ (TGMP™), will be paired with Calix Optical Network Terminal (ONT) technology and the AI-native Calix One™ platform, enabling utilities with fiber investments to deploy next-generation AMI, enhanced broadband and accelerated grid optimization, as well as the integration of distributed energy resources (DERs) and behind-the-meter devices.
"Calix is a leader in enabling utilities to deploy fiber across their distribution grids," said Peter Londa, President and Chief Executive Officer of Tantalus. "Together, we're empowering utilities to turn those fiber investments into a foundation for faster, more cost-effective grid modernization that benefits the communities they serve."
In addition, Tantalus has tested the TRUSense Fiber Gateway in conjunction with Calix ONTs to confirm interoperability between the two companies' technologies, and the companies are ready for field deployment of their solutions. In fact, BrightRidge, a public power and broadband utility based in Johnson City, Tennessee, is one of the first joint Tantalus and Calix customers.
"BrightRidge has worked with Tantalus and Calix in our migration to an IP-based infrastructure. The Calix I-Temp Rated XGIA SFP+ ONT and the Tantalus TRUSense Fiber Gateway work together to ensure the robustness and reliability of our world-class network," said Adam Miller, BrightRidge AMI Manager. "We're doing this to take advantage of the advanced applications available today as well as in preparation for what's coming next."
An increasing number of utilities are leveraging fiber networks to drive more visibility, reliability and resilience across their distribution grids, and the collaboration between Tantalus and Calix is designed to benefit communities across North America.
"Grid modernization requires a fundamental evolution in how utility providers connect critical infrastructure," said Shane Eleniak, Chief Product Officer of Calix. "Those providers need real-time visibility across their networks and the ability to respond quickly to changing conditions in the field. That requires resilient, fiber-based communications. Through our partnership with Tantalus, we are helping utility providers maximize the value of their fiber investments with the AI-native Calix One platform, enabling greater operational intelligence and helping them better serve their communities."
About Tantalus Systems Holding Inc. (TSX: GRID) (OTCQX: TGMPF)
Tantalus is a technology company dedicated to helping utilities modernize their distribution grids by harnessing the power of data across all their devices and systems deployed throughout the entire distribution grid. The Company offers a grid modernization platform across multiple levels: intelligent connected devices, communications networks, data management, enterprise applications and analytics. Our solutions provide utilities with the flexibility they need to get the most value from existing infrastructure investments while leveraging advanced capabilities to plan for future requirements. All our technology is grounded in a data-centric approach that is designed to help utilities find the most cost-effective path to grid modernization with the least risk. Ultimately, we deliver Unified Intelligence to utilities of all kinds, so they can leverage data and insights across their entire grid, no matter what devices, systems or vendors they choose to work with. Learn more at http://www.tantalus.com/
Forward-Looking Statement:
This news release includes information, statements, beliefs and opinions which are forward-looking, and which reflect current estimates, expectations and projections about future events, including, but not limited to, the impact that joining Calix's partner program will have on the growth of Tantalus' sales channel and addressable market, the extent to which the joint solutions offered by Tantalus and Calix will support and enhance the grid modernization efforts of utilities, the demand by utilities for the combination of the solutions offered by Tantalus and Calix, the needs of utilities for grid modernization, and other statements that contain words such as "believe," "expect," "project," "should," "seek," "anticipate," "will," "intend," "positioned," "risk," "plan," "may," "estimate" or, in each case, their negative and words of similar meaning. By its nature, forward-looking information involves a number of risks, uncertainties and assumptions that could cause actual results or events to differ materially from those expressed or implied by the forward-looking information. These risks, uncertainties and assumptions could adversely affect the outcome of the plans and events described herein. Readers should not place undue reliance on forward-looking information, which is based on the information available as of the date of this news release and Tantalus disclaims any intention or obligation to update or revise any forward-looking information contained in this new release, whether as a result of new information, future events or otherwise, unless required by applicable law. The forward-looking information included in this news release is expressly qualified in its entirety by this cautionary statement.
Website: www.tantalus.com
LinkedIn: LinkedIn/company/tantalus
X (Formerly Twitter): @TantalusCorp
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/311665
Source: Tantalus Systems Holding Inc.
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Calix rozšiřuje platformu One o řešení pro monitoring sítě, které má energetickým družstvům a utility providerům pomoci bezpečně sledovat kritickou infrastrukturu přes optickou síť. Součástí je nový GigaPro GPR1011XH ONT a šifrování AES.
Advancing and facilitating trusted partnerships with 100+ electric cooperatives and utility providers, Calix introduces secure grid monitoring capabilities—supported by the newly launched GigaPro ONT—to improve the reliability and resiliency of communications infrastructure while protecting critical assets
SAN JOSE, Calif.--(BUSINESS WIRE)--Calix, Inc. (NYSE: CALX) today announced a grid monitoring solution on the AI-native Calix One™ platform. Extending platform capabilities to utility providers, the solution combines the newly launched GigaPro® GPR1011XH optical network terminal (ONT), AXOS®-powered E-Series access appliances, and network operations tools on a standards-based passive optical network (PON) architecture. Building on insights from utility industry leaders Conexon and Irby Utilities, Calix is expanding trusted partnerships with more than 100 electric cooperatives, municipalities, and utility providers through grid monitoring capabilities that enable secure, cost-effective management of critical grid assets over resilient, intelligent communications infrastructure.
“By leveraging the Calix One platform, now enhanced with its grid monitoring solution, providers can leverage fiber infrastructure to modernize critical communications,” said Patrick Reams, vice president of technology and communications at Irby Utilities.
Share As utilities invest billions to modernize the electric grid, mission-critical grid operations increasingly depend on highly resilient, reliable communications networks as much as power infrastructure. Electric cooperatives, which own and maintain nearly 42 percent of U.S. electric distribution lines, are at the center of this transformation. Drawing on decades of experience helping electric cooperatives operate and scale their broadband networks, Calix has enabled exceptional business outcomes, including reducing OSS/BSS integration from 18 months to just 10 weeks, turning up subscribers 83 percent faster, reducing mean time to repair 75 percent, and lowering operating costs up to 50 percent.
Providers can now expand their Calix partnerships and better serve their utility markets with a solution that delivers:
A purpose-built ONT appliance for utility environments. The compact, hardened GigaPro GPR1011XH fits into existing field cabinets for indoor and outdoor deployments, enabling utility providers to deploy reliable, low-latency fiber communications deeper into their network while avoiding costly upgrades. Secure, modernized utility communications networks. The GigaPro ONT is DC-powered and attaches to XGS-PON to deliver 10GE LAN connectivity, helping utility providers replace fragmented legacy architectures with a scalable, secure fiber-based solution that provides integrated Advanced Encryption Standard (AES) data encryption. Centralized operations across distributed infrastructure. The Calix One platform will deliver agentic capabilities for utilities to increase visibility of grid assets and communications networks, helping them proactively monitor, manage, and troubleshoot critical infrastructure. Greater value from existing fiber investments. Ecosystem integrations with partners like Conexon and Irby Utilities extend grid monitoring capabilities over existing fiber infrastructure—reducing deployment complexity and accelerating modernization initiatives. Flexible deployment options for utility providers. Calix E-series access appliances—powered by AXOS—extend secure, reliable, fiber-based connectivity to substations, remote sites, and other critical infrastructure locations, supporting a scalable foundation for grid modernization. Carl Meyerhoefer, senior vice president of business development at Conexon, said: “We built our fiber network to provide every electric cooperative partner with a fiber foundation for smart grid connectivity—enabling both grid monitoring and broader modernization initiatives. Many early adopters are already putting these capabilities to work. With the new GigaPro ONT appliance, Calix is delivering a purpose-built solution that will help our member cooperatives accelerate deployment and expand the value of smart grid and electric membership cooperative services across their networks.”
Patrick Reams, vice president of technology and communications at Irby Utilities, said: “Working with utility providers across the country, we see firsthand how rapidly communications requirements are changing as grid modernization initiatives accelerate. Electric cooperatives and utility providers are looking for secure, resilient networks that can support future innovations—including real-time HD video surveillance. By leveraging the Calix One platform, now enhanced with its grid monitoring solution, providers can leverage fiber infrastructure to modernize critical communications, improve operational visibility, simplify operations, and establish a long-term foundation for grid transformation.”
Shane Eleniak, chief product officer at Calix, said: “The future of the grid depends on the same element that transformed rural communities: trusted communications infrastructure. Drawing on our longstanding partnerships with fiber providers, many of which stretch back decades, we are excited to extend the Calix One platform to connect grid monitoring appliances to utility network operations centers. As communications and energy converge, providers now have a single, intelligent, and secure platform that helps them operate critical infrastructure, automate work with AI, and deliver differentiated experiences that strengthen the communities they serve.”
Learn how Calix is enabling utility providers to modernize grid communications with secure, scalable fiber infrastructure.
About Calix
Calix, Inc. (NYSE: CALX) is an AI platform company that enables service providers to transform their operations and accelerate delivery of differentiated experiences—so they can compete and win in the markets and communities they serve.
Through the AI-native Calix One platform, service providers can securely and privately activate agentic AI alongside their human teams to acquire new subscribers, grow existing subscriber revenue, and build loyalty across residential, business, municipal, and MDU markets. More than 1,200 customers of all sizes leverage the Calix One platform, which has evolved over 15 years at an investment of more than $2 billion.
Calix innovation cycles are underpinned by a strong financial balance sheet and a people‑first culture that routinely earns broad industry recognition—winning 81 culture and innovation awards since 2025 alone, as well as Fortune’s 100 Best Companies to Work For® in 2026.
This press release contains forward-looking statements that are based upon management’s current expectations and are inherently uncertain. Forward-looking statements are based upon information available to us as of the date of this release, and we assume no obligation to revise or update any such forward-looking statement to reflect any event or circumstance after the date of this release, except as required by law. Actual results and the timing of events could differ materially from current expectations based on risks and uncertainties affecting Calix’s business. The reader is cautioned not to rely on the forward-looking statements contained in this press release. Additional information on potential factors that could affect Calix’s results and other risks and uncertainties are detailed in its quarterly reports on Form 10-Q and Annual Report on Form 10-K filed with the SEC and available at www.sec.gov.
Calix and the Calix logo are trademarks or registered trademarks of Calix and/or its affiliates in the U.S. and other countries. A listing of Calix’s trademarks can be found at https://www.calix.com/legal/trademarks.html. Third-party trademarks mentioned are the property of their respective owners.
Calix, Inc. (CALX) Q2 2026 Earnings Call July 21, 2026 8:30 AM EDT
Company Participants
Nancy Fazioli - Vice President of Investor Relations
Michael Weening - CEO, President & Director
Cory Sindelar - Chief Financial Officer
Conference Call Participants
Joseph Cardoso - JPMorgan Chase & Co, Research Division
Scott Searle - ROTH Capital Partners, LLC, Research Division
Christian Schwab - Craig-Hallum Capital Group LLC, Research Division
George Notter - Wolfe Research, LLC
Timothy Savageaux - Northland Capital Markets, Research Division
Michael Genovese - Rosenblatt Securities Inc., Research Division
Ryan Koontz - Needham & Company, LLC, Research Division
Presentation
Operator
Greetings, everyone, and welcome to the Calix Second Quarter 2026 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Nancy Fazioli, Vice President, Investor Relations. Nancy, please go ahead.
Nancy Fazioli
Vice President of Investor Relations
Thank you, Daryl, and good morning, everyone. Thank you for joining our second quarter 2026 earnings call. Today on the call, we have President and CEO, Michael Weening; and Chief Financial Officer, Cory Sindelar. As a reminder, today, after the market closed, Calix issued a news release, which was furnished on a Form 8-K, along with our stockholder letter and was also posted in the Investor Relations section of the Calix website. Today's conference call will be available for webcast replay in the Investor Relations section of our website.
Before I turn the call over to Michael for his opening remarks, I want to remind everyone that on this call, we will refer to forward-looking statements, including all statements the company will make about its future financial and operating performance, growth strategy and market outlook, and that actual results may differ materially from those contemplated by these forward-looking statements. Factors that could cause actual results and trends to differ materially are set forth in
Calix ve 2. čtvrtletí zvýšil tržby o 21 % na 293,3 mil. USD a rekordní tržby ze softwaru a služeb dosáhly 50,5 mil. USD. Firma ale dál čelí tlaku na marže kvůli vyšším nákladům a investicím do AI.
Key Takeaways Calix is expanding its AI-native platform to grow recurring software and managed-services revenues.CALX posted Q2 revenues of $293.3M, up 21% year over year, with record software and services revenues.Calix sees growth from AI, Wi-Fi 7, 50G-PON and cross-selling, while margins face ongoing pressure. Calix, Inc. (CALX - Free Report) has steadily evolved from a broadband equipment supplier into a platform company built around AI-native software, cloud applications and managed services. That transition is reshaping its revenue mix as communications providers seek integrated solutions that improve subscriber acquisition, retention and network operations.
Investors are now balancing accelerating revenue growth against profitability headwinds. While software adoption and recurring revenue continue to strengthen, margin pressure and execution risks remain central to the investment story.
How Calix Is Expanding Its PlatformCalix has broadened its portfolio beyond intelligent broadband appliances by combining cloud software, Customer Success services, SmartLife managed offerings and AI-native capabilities within the Calix One platform. Agentic AI is designed to automate marketing, customer support and operational workflows for broadband providers.
That integrated approach encourages customers to adopt multiple software and managed-service offerings alongside hardware deployments, creating deeper relationships and increasing recurring revenue opportunities. Ciena Corporation (CIEN - Free Report) is also expanding software capabilities around network infrastructure, highlighting the sector's shift toward platform-based networking solutions.
CALX Revenue Growth Gains MomentumSecond-quarter revenue reached $293.3 million, increasing 21% year over year and 5% sequentially. Appliance revenue climbed to $242.8 million, while software and services generated a record $50.5 million as customer adoption expanded.
Image Source: Zacks Investment Research
Calix added 14 new service-provider customers during the quarter and increased remaining performance obligations to a record $386.4 million, providing greater visibility into future recurring revenue. These trends point to healthy demand across both hardware and software businesses.
Calix Faces Margin and Execution RisksGross margin remains under pressure from higher memory component costs, pricing dynamics and continued investment in AI development. Longer enterprise deployment cycles also make revenue timing less predictable and can delay operating leverage.
Management also expects BEAD-funded broadband projects to contribute more gradually than originally anticipated. Slower software attachment rates or extended customer deployment timelines could further postpone profitability improvements. ADTRAN Holdings, Inc. (ADTN - Free Report) operates in many of the same broadband markets, underscoring the competitive environment for next-generation network infrastructure.
CALX Catalysts Investors Should WatchFuture growth drivers include broader adoption of the AI-native Calix One platform, expanding deployments of Wi-Fi 7 and standards-based 50G-PON technology, and continued growth in recurring cloud software and managed services.
Cross-selling additional software to existing appliance customers and management's expectation for continued revenue expansion could gradually improve the quality and predictability of revenue if execution remains on track.
How CALX Rating Signals Fit the StoryCALX currently carries a Zacks Rank #5 (Strong Sell), reflecting cautious expectations for near-term earnings performance despite improving business fundamentals.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Growth Score of A and VGM Score of B recognize attractive business expansion characteristics, while the Value Score of D indicates less favorable valuation attributes. Together, these metrics illustrate the balance between meaningful long-term opportunities and the execution and profitability challenges that investors continue to monitor.
Calix zavádí AI do své broadbandové platformy, aby automatizoval marketing, podporu i provoz sítí. Zároveň rozšiřuje nabídku Wi‑Fi 7 a 50G-PON pro další generaci optických sítí.
Key Takeaways Calix is embedding AI across its platform to automate broadband marketing, support and operations.CALX is expanding Wi-Fi 7 and 50G-PON offerings to support next-generation fiber networks.Calix is growing recurring software revenue, though margins face cost and execution pressures. Broadband providers are increasingly moving beyond traditional networking hardware toward integrated platforms that combine artificial intelligence, cloud software and managed services. This shift is reshaping how communications providers deploy, operate and monetize fiber networks.
Calix, Inc. (CALX - Free Report) is positioning itself at the center of that transition by expanding AI-native capabilities while building a larger base of recurring software revenue, even as execution challenges remain.
Calix Pushes AI Into Broadband OperationsCalix has embedded AI-native capabilities throughout its Calix One platform, including Agent Workforce Cloud, intelligent automation and cloud-based applications. These tools help service providers automate marketing campaigns, customer support workflows and network operations while improving subscriber experiences.
Integrated appliances, cloud software and managed services are designed to help broadband providers acquire customers, reduce churn and increase average revenue per subscriber through AI-driven insights.
CALX Expands Next Generation NetworksBeyond software, Calix continues expanding its broadband infrastructure portfolio with Wi-Fi 7 products and standards-based 50G-PON support. These technologies enable providers to increase network capacity without rebuilding existing fiber infrastructure.
The strategy aligns with broader industry modernization efforts. Ciena Corporation (CIEN - Free Report) is also benefiting from demand for higher-capacity optical networking, highlighting the industry's continued investment in next-generation fiber deployments.
Calix Builds More Recurring RevenueCloud software, SmartLife managed services and customer success offerings are becoming a larger part of the business mix. Record remaining performance obligations and continued software growth support greater revenue visibility over time.
Cross-selling additional software and managed services to existing appliance customers provides another avenue for recurring revenue expansion. ADTRAN Holdings, Inc. (ADTN - Free Report) likewise serves broadband providers, although Calix places greater emphasis on integrated software and managed-service adoption.
CALX Trends Meet Real Execution ChallengesDespite favorable technology trends, execution remains important. Longer enterprise deployment cycles, slower software attachment rates and delayed realization of federally supported broadband projects can postpone revenue and margin improvements.
Higher memory costs, pricing dynamics and continued AI investment also pressure gross margins, limiting near-term operating leverage despite improving revenue growth.
How CALX Rating Signals Reflect Industry TrendsCALX currently carries a Zacks Rank #5 (Strong Sell), reflecting cautious expectations for near-term earnings performance.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
At the same time, the Growth Score of A and VGM Score of B recognize favorable business expansion characteristics supported by AI adoption, fiber modernization and recurring software opportunities. The Value Score of D suggests valuation remains less attractive, illustrating the balance between promising long-term industry trends and near-term execution risks.
SAN JOSE, Calif.--(BUSINESS WIRE)--Calix, Inc. (NYSE: CALX) today announced unaudited financial results for its second quarter of 2026, which have been posted as a letter to stockholders to the investor relations section of its website. Please visit the Calix Investor Relations website at https://investor-relations.calix.com to view the letter to stockholders.
A conference call to discuss these results with President and CEO Michael Weening and CFO Cory Sindelar will be held tomorrow, July 21, 2026, at 5:30 a.m. Pacific Time / 8:30 a.m. Eastern Time.
Interested parties may listen to a live webcast of the conference call by visiting the Events section of the Calix Investor Relations website. The live conference call will be available by dialing (877) 407-4019, or international (201) 689-8337, with conference ID#13761349. Participants may also click this link for instant telephone access to the event. The link will become active approximately 15 minutes prior to the start of the conference call. The conference call and webcast will include forward-looking information.
A webcast replay of the conference call will be available following its completion and will be archived on the Calix Investor Relations website.
About Calix
Calix, Inc. (NYSE: CALX) is an AI platform company that enables service providers to transform their operations and accelerate delivery of differentiated experiences—so they can compete and win in the markets and communities they serve.
Through the AI-native Calix One platform, service providers can securely and privately activate agentic AI alongside their human teams to acquire new subscribers, grow existing subscriber revenue, and build loyalty across residential, business, municipal, and MDU markets. More than 1,200 customers of all sizes leverage the Calix One platform, which has evolved over 15 years at an investment of more than $2 billion.
Calix innovation cycles are underpinned by a strong financial balance sheet and a people‑first culture that routinely earns broad industry recognition—winning 81 culture and innovation awards since 2025 alone, as well as Fortune’s 100 Best Companies to Work For® in 2026.
Na Calix byla podána hromadná žaloba kvůli údajnému podvodu s cennými papíry po oznámení výsledků za 1. čtvrtletí 2026 a výhledu marží. Akcie po zprávě 22. dubna 2026 klesly o 13,98 % na 42,65 USD.
, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Calix, Inc. ("Calix" or the "Company") (NYSE: CALX). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Calix and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until July 27, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Calix securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On April 21, 2026, after the market closed, Calix reported results for the first quarter of 2026 earnings, including that "[n]on-GAAP gross margin was 57.2%, a decrease of 80 basis points sequentially." Further, the Company reported gross margin guidance for the second quarter of 2026 is "55.8% (at the midpoint) is down 140 basis points from the previous quarter. This decline is primarily due the increase in memory component costs." In an accompanying earnings call on the same day, Calix's Chief Financial Officer, Cory Sindelar, said that "advanced purchasing had allowed us to avoid higher memory component costs during the first quarter. However, that advanced supply has run its course, and we now face market prices." Sindelar further revealed that, "reflecting the effects of higher memory component costs," "[f]or the year, we expect our non-GAAP gross margin to decline between 50 and 150 basis points."
On this news, Calix's stock price fell $6.93 per share, or 13.98%, to close at $42.65 per share on April 22, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Calix má po uzavření trhu v pondělí zveřejnit výsledky za 2. čtvrtletí; analytici čekají EPS 41 centů oproti 33 centům loni a tržby 289,95 milionu USD.
Calix, Inc. (NYSE:CALX) will release its second quarter earnings report after the closing bell on Monday, July 20.
Analysts expect the San Jose, California-based company to report quarterly earnings of 41 cents per share, up from 33 cents per share in the year-ago period. The consensus estimate for Calix’s quarterly revenue is $289.95 million. It reported $241.88 million last year, according to Benzinga Pro.
On April 21, Calix posted upbeat first-quarter earnings and announced an additional $100 million buyback plan.
Calix shares rose 1.1% to close at $39.47 on Wednesday.
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VNET Fiber investuje do Calix Agent Workforce Cloud na platformě Calix One, aby zrychlil růst tržeb a snížil provozní náklady. Zároveň rozšiřuje své služby do segmentu vícebytových domů.
Building on a 15-year partnership with Calix—yielding 660 percent residential subscriber growth with 10 percent ARPU lift year-over-year and 133 percent small business growth in 2026—Velocity Network is now capturing the MDU market while investing in secure agentic AI with the Calix One platform to compete and win against legacy competitors
SAN JOSE, Calif.--(BUSINESS WIRE)--Calix, Inc. (NYSE: CALX) announced today that Velocity Network (VNET Fiber) is investing in Calix Agent Workforce™ Cloud on the AI-native Calix One™ platform to accelerate revenue growth while lowering operational expense (OPEX). Building on their legacy of winning residential and business markets through the strength of differentiated subscriber experiences, the provider is now also deploying SmartMDU™ to further advance their growth.
"We have gone all-in with Calix because Calix One scales with us and gives us a clear path to lead with secure agentic AI," said Brad Wiertel, chief operating officer at VNET Fiber.
Share This strategy builds on 15 years of leveraging the Calix platform and SmartLife™ to win strong subscriber loyalty, earning a Net Promoter Score℠ (NPS®) of 87. With SmartHome™, VNET Fiber achieved 660 percent residential subscriber growth in just over two years and a nearly 10 percent average revenue per user (ARPU) jump year-over-year through personalized, value-based offers built on a secure residential managed service. By deploying SmartBiz™, VNET Fiber has already achieved 133 percent of their annual SMB subscriber goal for the year, outperforming targets year over year since 2024 while giving small businesses a fully managed way to secure and operate their networks at scale.
VNET Fiber is now advancing to the next phase of their success: expanding to serve MDUs while adopting secure agentic capabilities with the Calix One platform. With SmartMDU, VNET Fiber is extending a proven growth strategy into a high-opportunity market, enabling residents to benefit from the same experience-led approach that has driven their single-family residential and business subscriber growth. At the same time, Agent Workforce Cloud will help the VNET Fiber team proactively identify expansion opportunities and service issues while lowering OPEX. Supported by agentic workflows, VNET Fiber teams can stay focused on delivering exceptional experiences.
Brad Wiertel, chief operating officer at VNET Fiber, said: “We are competing with legacy providers and winning because we move faster, stay local, and deliver more value through managed services. We have gone all-in with Calix because Calix One scales with us and gives us a clear path to lead with secure agentic AI. We are using it now to continue our aggressive growth goals, remove friction, and operate more proactively—all while delivering the local experiences that our subscribers love.”
Michael Weening, president and chief executive officer at Calix, said: “Agentic is creating a once-in-a-generation opportunity for service providers. The winners will use AI securely to transform operations, accelerate experiences, and create a competitive advantage that scales. Building on their success across residential, business, and now MDU, VNET Fiber continues the visionary leadership that has kept them competitive and defined their success for the last 15 years. Their decision to embrace agentic capabilities early reinforces what we are seeing across the industry: Experience-led strategies amplified by agentic workflows are becoming the winning playbook. We are proud of what we have built together and excited to support the next phase of VNET Fiber’s success.”
Calix customers can access the Calix AI Leadership Playbook, explore the award-winning “AI Academy” in Calix University, or register for upcoming Calix Customer Success webinars.
Learn how Calix One helps service providers transform their operations and accelerate experiences to compete and win in any market.
About Calix
Calix, Inc. (NYSE: CALX) is an AI platform company that enables service providers to transform their operations and accelerate delivery of differentiated experiences—so they can compete and win in the markets and communities they serve.
Through the AI-native Calix One platform, service providers can securely and privately activate agentic AI alongside their human teams to acquire new subscribers, grow existing subscriber revenue, and build loyalty across residential, business, municipal, and MDU markets. More than 1,200 customers of all sizes leverage the Calix One platform, which has evolved over 15 years at an investment of more than $2 billion.
Calix innovation cycles are underpinned by a strong financial balance sheet and a people‑first culture that routinely earns broad industry recognition—winning 81 culture and innovation awards since 2025 alone, as well as Fortune’s 100 Best Companies to Work For® in 2026.
This press release contains forward-looking statements that are based upon management’s current expectations and are inherently uncertain. Forward-looking statements are based upon information available to us as of the date of this release, and we assume no obligation to revise or update any such forward-looking statement to reflect any event or circumstance after the date of this release, except as required by law. Actual results and the timing of events could differ materially from current expectations based on risks and uncertainties affecting Calix’s business. The reader is cautioned not to rely on the forward-looking statements contained in this press release. Additional information on potential factors that could affect Calix’s results and other risks and uncertainties are detailed in its quarterly reports on Form 10-Q and Annual Report on Form 10-K filed with the SEC and available at www.sec.gov.
Calix and the Calix logo are trademarks or registered trademarks of Calix and/or its affiliates in the U.S. and other countries. A listing of Calix’s trademarks can be found at https://www.calix.com/legal/trademarks.html. Third-party trademarks mentioned are the property of their respective owners.
Net Promoter®, NPS®, NPS Prism®, and the NPS-related emoticons are registered trademarks of Bain & Company, Inc., Satmetrix Systems, Inc., and Fred Reichheld. Net Promoter Score℠ and Net Promoter System℠ are service marks of Bain & Company, Inc., Satmetrix Systems, Inc., and Fred Reichheld.
