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2026-07-21 20:00 4d ago
2026-07-21 15:24 4d ago
Calix zveřejnil hospodářské výsledky za 2. čtvrtletí 2026
CALX Calix
FMP Stock News 78
Original source text
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
2026-07-21 17:36 4d ago
2026-07-21 12:15 5d ago
Calix zvýšil tržby o 21 procent, marže dál tlačí vyšší náklady
CALX Calix
FMP Stock News 78
Original source text
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.
2026-07-21 17:36 4d ago
2026-07-21 12:25 5d ago
Calix zavádí AI do broadbandu a rozšiřuje Wi‑Fi 7
CALX Calix
FMP Stock News 78
Original source text
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.
2026-07-20 22:22 5d ago
2026-07-20 17:05 5d ago
Calix oznámila hospodářské výsledky za 2. čtvrtletí 2026
CALX Calix
FMP Stock News 78
Original source text
-

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.

Category: Financial

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2026-07-16 15:07 9d ago
2026-07-16 10:00 10d ago
Na Calix byla podána hromadná žaloba po propadu akcií
CALX Calix
FMP Stock News 72
Original source text
, /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.  

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980 

SOURCE Pomerantz LLP
2026-07-16 07:54 10d ago
2026-07-16 01:47 10d ago
Calix čeká růst EPS i tržeb ve 2. čtvrtletí
CALX Calix
FMP Stock News 78
Original source text
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.

Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.

Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.

Considering buying CALX stock? Here’s what analysts think:

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© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

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2026-06-25 18:16 1mo ago
2026-06-25 13:30 1mo ago
VNET Fiber nasazuje Calix One a rozšiřuje se do segmentu vícebytových domů
CALX Calix
FMP Stock News 78
Original source text
-

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.

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