Calix, Inc. filings document the regulatory record of an operating technology company that sells cloud, platform, and managed-service offerings for communications service providers. Its 8-K reports cover quarterly financial results distributed through stockholder letters, including non-GAAP measures such as gross margin, operating expenses, net income, diluted earnings per share, and free cash flow.
Other Calix filings address common-stock repurchase authorizations, board and officer matters, and annual meeting governance. Proxy materials disclose director elections, advisory executive compensation votes, equity and stock purchase plan matters, board oversight, and related stockholder voting items.
Calix (CALX) submitted a Rule 144 notice reflecting a proposed sale of 25,000 shares of Common Stock. The filing lists an associated dollar figure of $1,080,321.44 and identifies Crescentico Trust as having sold 25,000 shares on 02/03/2026 for $1,180,432.28. The securities are tied to stock options dated 01/30/2023.
Calix, Inc. reported strong growth for the quarter ended March 28, 2026, with total revenue of $279.984 million, up 27% from $220.242 million a year earlier. Appliance revenue rose 30% to $232.843 million, while software and service revenue grew 16% to $47.141 million.
Gross profit increased to $159.296 million and overall gross margin improved to 56.9%, driven mainly by higher appliance volume, partly offset by lower software and service margins during a cloud platform transition. The company generated net income of $11.210 million, reversing a prior-year net loss of $4.787 million, with diluted EPS of $0.16.
Calix ended the quarter with $243.3 million in cash, cash equivalents and marketable securities after repurchasing 3.3 million shares for $170.9 million. Remaining performance obligations were $376.3 million, with 42% expected to be recognized as revenue over the next 12 months.
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. director and ten percent owner Carl Russo reported a bona fide gift of 40,000 shares of Common Stock on April 8, 2026. The gift carried no stated price per share and was coded as a non-derivative G transaction. After the gift, he holds 3,953,070 shares directly. He also has indirect holdings of 13,782 shares through Equanimous Investments and 1,669,188 shares through The Crescentico Trust, where he may share voting and investment power but disclaims beneficial ownership except for his pecuniary interest.
CALIX, INC director and 10% owner Carl Russo received a grant of 11,753 stock options to buy Calix common stock. The options have an exercise price of $49.40 per share and were granted at no cost on March 30, 2026.
The award vests in 25% increments on each anniversary of the March 30, 2026 grant date and will expire on March 30, 2036 if not exercised. Following this grant, Russo holds 11,753 stock options directly, according to the filing.
Calix, Inc. is holding its 2026 Annual Meeting of Stockholders virtually on May 14, 2026 at 10:45 a.m. Pacific Daylight Time. Stockholders of record as of March 17, 2026, when 64,609,498 shares of common stock were outstanding, may vote online or by proxy.
Stockholders will vote on electing three Class I directors, a 672,300 share increase in the matching component of the Stock Purchase and Matching Plan, an advisory say‑on‑pay resolution, ratification of KPMG LLP as auditor for 2026, and an advisory stockholder proposal on adopting simple majority voting.
The Board recommends voting for all director nominees, for the share reserve increase, for the say‑on‑pay proposal, for auditor ratification, and against the simple majority voting stockholder proposal. Calix emphasizes internet delivery of proxy materials and strong board‑level oversight through its audit, compensation, governance, AI and cybersecurity, and strategic committees.
Calix Inc Schedule 13G/A: The Vanguard Group amended its beneficial-ownership filing to state it holds 0 shares of Calix common stock, representing 0% of the class. The amendment explains an internal realignment effective January 12, 2026, under SEC Release No. 34-39538 that caused certain Vanguard subsidiaries/divisions to report separately.
Calix, Inc. director and 10% owner Carl Russo exercised stock options for 10,000 shares on February 25, 2026. The option exercise converted a stock option into an equal number of Calix common shares at a stated price of $12.63 per share.
After the transactions, Russo directly held 399,3070 shares of common stock and 560,000 stock options. He also reported indirect ownership of 13,782 and 1,669,188 common shares through entities referenced in the footnotes, including Equanimous Investments and The Crescentico Trust, where beneficial ownership is disclaimed except for any pecuniary interest.