Seeking Alpha·Oct 21, 2026
Calix, Inc. (CALX) Analyst/Investor Day Prepared Remarks TranscriptCalix, Inc. (CALX) Analyst/Investor Day Prepared Remarks Transcript
Calix's quarterly revenue expanded from $198.1M in 2024Q2 to $301.7M in 2026Q3, suggesting a meaningful demand recovery, and gross margin has held in the 53% to 58% range.
Price trend, volume and key moving averages
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 2, 2026 | $0.44+5.1% vs $0.42 | $302M-0.8% vs $304M |
Q3 2026 Jul 20, 2026 | $0.47+16.1% vs $0.40 | $293M+1.2% vs $290M |
Q2 2026 Apr 21, 2026 | $0.40+5.3% vs $0.38 | $280M+0.9% vs $277M |
Q1 2026 Jan 28, 2026 | $0.39+2.6% vs $0.38 | $272M+0.8% vs $270M |
Calix, Inc. (CALX) Analyst/Investor Day Prepared Remarks Transcript
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.
SAN JOSE, Calif.--(BUSINESS WIRE)---- $CALX #calix--Calix expands SmartMDU with new activation, vehicle connectivity, and deployment controls to help service providers win more multifamily business.
SAN JOSE, Calif.--(BUSINESS WIRE)---- $CALX #calix--Calix launches GigaPro managed switches to drive service provider growth across business, multifamily, and residential markets with Calix One.
Benchmark CALX against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Calix, Inc. (CALX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $30.60 | $1.93B | 117.69 | 20.26% | 1.79% | 2.18% | — | |
| $243.39 | $34.45B | 286.34 | 18.79% | 10.87% | 22.82% | — | |
| $28.47 | $7.02B | 189.80 | 8.39% | -2% | -3.16% | — | |
| $93.85 | $369.9B | 28.18 | 11.77% | 20.95% | 27.39% | 1.75% | |
| $170.80 | $215.07B | 62.11 | 28.6% | 39.97% | 33.29% | — | |
| $17.82 | $3.95B | -10.01 | -7.87% | 1.16% | — | — |
Calix, Inc. (CALX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Calix, Inc. (CALX) SEC filings — annual & quarterly reports (10-K, 10-Q)
Nov 2, 2026·SEC
Oct 8, 2026·SEC
Jul 20, 2026·SEC
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Calix, Inc. (CALX) stock FAQ — growth, dividends, profitability & financials explained
Calix, Inc. (CALX) reported $1.15B in revenue over the trailing twelve months. Revenue was $1.00B in fiscal year 2025. That is 416% more than the $193.8M of fiscal year 2007.
Calix, Inc. (CALX) grew revenue by 20.3% in fiscal year 2025, compared with the prior fiscal year.
Yes. Calix, Inc. (CALX) earned $45.8M in net income over the trailing twelve months (a 4.0% net margin).
Calix, Inc. (CALX) had a return on equity (ROE) of 2.2% in fiscal year 2025. That is below the market's typical 10-15%.
Calix, Inc. (CALX) generated $62.2M in free cash flow over the trailing twelve months.
