Welcome to our dedicated page for CALIX SEC filings (Ticker: CALX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on CALIX's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into CALIX's regulatory disclosures and financial reporting.
Calix, Inc. reported record second quarter 2026 results, with revenue of $293.3 million, up 5% from the prior quarter and 21% from a year earlier. Appliance revenue reached $242.8 million and software and service revenue a record $50.5 million, both growing double digits year over year. Remaining performance obligations were a record $386.4 million, reinforcing visibility into future software and services revenue.
GAAP gross margin was 54.6% and non-GAAP gross margin 54.8%, down sequentially and year over year as sharply higher memory component costs more than offset customer surcharges. GAAP net income was $17.1 million, while non-GAAP net income was $30.6 million, or $0.47 per diluted share. Calix generated $11.9 million of free cash flow and ended the quarter with $194.3 million in cash and investments after repurchasing $69.4 million of stock (1.6 million shares), leaving $94.1 million under its authorization.
For the third quarter of 2026, Calix guides revenue to $301 million–$307 million and non-GAAP gross margin to 50.5%–53.5%, reflecting continued memory cost pressure, with non-GAAP operating expenses of $123.5 million–$125.5 million and non-GAAP diluted EPS of $0.37–$0.45.
CALIX, INC director and ten percent owner Carl Russo received a grant of stock options covering 15,999 shares of common stock. The options have an exercise price of $36.0500 per share and expire on June 29, 2036. According to the award terms, 25% of the underlying shares vest and become exercisable on each anniversary of the grant date beginning June 29, 2026.
CALIX, INC director Christopher J. Bowick received a grant of 4,967 restricted stock units (RSUs). The award was made on May 14, 2026 under the company’s non-employee director equity compensation policy and carries no cash exercise price.
The RSUs will vest in full one day prior to Calix’s next annual stockholder meeting, at which point each unit will convert into one share of common stock. After this grant, Bowick beneficially owns 71,583 shares of Calix common stock, including the 4,967 unvested RSUs from this award.
BERRY MICHAEL J reported acquisition or exercise transactions in this Form 4 filing.
CALIX, INC director Michael J. Berry received an equity award of 4,967 restricted stock units (RSUs). The RSUs were granted at no cash cost and are scheduled to vest in full one day before Calix’s next annual stockholder meeting, subject to continued service under the non-employee director equity compensation policy.
After this grant, Berry beneficially owns 9,656 shares of Calix common stock, including the 4,967 unvested RSUs, giving investors a clear view of his current direct equity stake in the company.
CALIX, INC director Rajatish Mukherjee received a grant of 4,967 restricted stock units of common stock. The award was made as part of the company’s non-employee director equity compensation policy and carries a grant price of $0.00 per share.
The RSUs will vest in full one day before Calix’s next annual stockholder meeting, at which point each unit will convert into one share of common stock. After this grant, Mukherjee beneficially owns 9,656 shares of Calix common stock, including the 4,967 unvested RSUs.
Oosterman Wade reported acquisition or exercise transactions in this Form 4 filing.
Calix, Inc. director Wade Oosterman received a grant of 4,967 restricted stock units as part of the company’s non-employee director equity compensation policy. The RSUs vest in full one day prior to Calix’s next annual stockholder meeting, with each unit delivering one share of common stock upon vesting.
Following this award, Oosterman is reported as beneficially owning 12,156 shares of Calix common stock, which includes the 4,967 unvested RSUs. This is a compensation-related equity grant rather than an open-market purchase or sale.
Calix, Inc. director Kevin Robert Peters reported a grant of 4,967 restricted stock units (RSUs) of common stock on May 14, 2026. The RSUs were awarded under the non-employee director equity compensation policy and will vest in full one day before the company’s next annual stockholder meeting.
After this grant, Peters beneficially owns 9,656 shares of Calix common stock, including 4,967 unvested RSUs. The filing also reflects earlier bona fide gifts totaling 252,056 shares on February 1, 2022, including shares held by an irrevocable trust for which he disclaims beneficial ownership.
CRUSCO KATHLEEN M reported acquisition or exercise transactions in this Form 4 filing.
Calix, Inc. director Kathleen M. Crusco received an equity award of 4,967 restricted stock units (RSUs). The RSUs were granted at no cash cost to her under the company’s non-employee director equity compensation policy and will vest in full one day before Calix’s next annual stockholder meeting.
Each RSU represents a right to receive one share of Calix common stock upon vesting. After this grant, Crusco beneficially owns 64,361 shares of Calix common stock, which includes the 4,967 unvested RSUs from this award.
Russo Carl reported acquisition or exercise transactions in this Form 4 filing.
CALIX, INC director Carl Russo reported an equity grant of 4,967 restricted stock units (RSUs), each convertible into one share of common stock. The RSUs were awarded under the company’s non-employee director equity compensation policy and will vest in full one day before the next annual stockholder meeting.
After this award, Russo’s direct holdings total 3,958,037 shares, which include the 4,967 unvested RSUs. The filing also lists 1,644,188 shares held by Equanimous Investments and 13,782 shares held by The Crescentico Trust, entities associated with Russo where he has roles but disclaims beneficial ownership beyond his pecuniary interest.