Every 8-K that Calix Networks (CALX) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow CALX and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CALX filings page.
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. reported results of its annual stockholder meeting held on May 14, 2026. Stockholders elected three Class I directors—Kathleen Crusco, Carl Russo and Michael Weening—to serve until the 2029 annual meeting. They also approved increasing shares reserved under the stock purchase and matching plan by 672,300 shares.
Stockholders approved, on a non-binding advisory basis, the compensation of named executive officers and ratified KPMG LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026. They further approved, on an advisory basis, a stockholder proposal relating to a simple majority vote.
Calix, Inc. reported strong first quarter 2026 results driven by its AI-native Calix One platform. Revenue reached $280.0 million, up 3% sequentially and 27% year-over-year, within prior guidance. GAAP diluted EPS was $0.16, while non-GAAP diluted EPS was $0.40.
GAAP gross margin was 56.9% and non-GAAP gross margin 57.2%, helped by growing platform adoption, partly offset by temporary dual cloud costs during migration to Calix One. Non-GAAP operating expenses were $126.9 million, reflecting continued investment in AI capabilities and platform innovation.
Calix generated non-GAAP free cash flow of about $6.5 million and ended the quarter with $243.3 million in cash and investments after repurchasing 3.3 million shares for $170.9 million. For the second quarter of 2026, the company guides revenue to $287–$293 million and non-GAAP EPS to $0.35–$0.45, and expects full-year 2026 revenue growth of 15–20%.
Calix, Inc. increased its common stock repurchase authorization by an additional $100 million, expanding the existing stock buyback program to a total of $525 million. As of March 28, 2026, the remaining authorized balance under the program was $63.4 million.
The board-approved program allows Calix to repurchase shares from time to time through methods such as open market purchases or privately negotiated transactions, subject to SEC rules and other legal requirements. The company is not obligated to repurchase a specific amount, and the program may be suspended or discontinued at any time.
Calix, Inc. filed a current report noting it has released a press release and a detailed stockholder letter presenting its financial results for the fourth quarter ended December 31, 2025. Both documents are attached as exhibits.
The stockholder letter highlights several non-GAAP metrics, including non-GAAP gross margin, operating expenses, functional investment categories, effective income tax rate, net income, net income per diluted share and free cash flow. Calix explains these measures exclude non-cash stock-based compensation, intangible asset amortization and certain income tax effects, and are used by management to evaluate performance and set operational goals. Reconciliations to the most comparable U.S. GAAP figures are provided in tabular form in the stockholder letter.
Calix, Inc. expanded its stock repurchase program, which had $109.3 million of remaining authorization as of December 31, 2025. On January 27, 2026, the board approved up to an additional $125 million of buybacks, bringing the total program authorization to $425 million.
The company may repurchase shares from time to time through open market purchases, privately negotiated transactions or other methods, in line with SEC rules and its capital allocation strategy. Calix is not required to repurchase a specific amount of stock and may suspend or discontinue the program at its discretion.
Calix, Inc. reported that its Board of Directors has appointed John Durocher, age 58, as Chief Operating Officer, effective November 16, 2025. He has been the company’s Chief Customer Officer since March 2023 and previously held senior customer success leadership roles at Salesforce and worked at Accenture in its CRM Service Line. The company states that his compensation will remain unchanged and will continue under the existing executive compensation program, as previously described in Calix’s March 27, 2025 proxy statement. Calix also issued a press release on November 17, 2025 announcing the appointment, which is furnished as an exhibit.
Calix, Inc. furnished an 8‑K stating it has publicly disseminated a stockholder letter and issued a press release with its financial results for the third quarter ended September 27, 2025. The materials discuss non‑GAAP metrics, including non‑GAAP gross margin, operating expenses, sales and marketing investments, research and development investments, general and administrative investments, effective income tax rate, net income (profitability), net income per diluted share, and free cash flow, with reconciliations to U.S. GAAP provided.
The information is furnished under Item 2.02 and is not deemed filed under the Exchange Act. The press release is attached as Exhibit 99.1 and the stockholder letter with reconciliations as Exhibit 99.2.