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BlackRock, Inc. filed an amended Schedule 13G reporting beneficial ownership of Calix, Inc. common stock. BlackRock reports beneficial ownership of 10,323,597 shares, representing 16.2% of the class. It has sole voting power over 10,195,652 shares and sole dispositive power over 10,323,597 shares, with no shared voting or dispositive power.
The filing notes that this ownership reflects securities held by certain BlackRock business units. It also states that iShares Core S&P Small-Cap ETF has an interest in Calix common stock exceeding five percent of the total outstanding common stock.
Calix, Inc. director and more-than-10% owner Carl Russo reported the sale of 75,000 shares of Common Stock on July 27, 2026, at a weighted average price of $36.1974 per share, in multiple trades between $35.795 and $36.74.
The shares were sold indirectly by The Crescentico Trust, for which Russo serves as trustee, under a Rule 10b5-1 trading plan adopted on April 23, 2026. Russo continues to hold 3,958,037 shares directly.
Crescentico Trust has filed to sell up to 75,000 shares of Calix, Inc. common stock through Wells Fargo Clearing Services. The planned sale has an aggregate market value of $2,710,993.01 and is scheduled for July 27, 2026 on the NYSE.
The trust indicates that the shares were acquired from the issuer as stock options on January 30, 2023. It also reports selling 25,000 shares on April 27, 2026 for $1,080,321.44. Calix had 62,963,989 shares outstanding, providing a baseline figure, not the amount being sold.
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.