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Calix (CALX) investor relations material
Calix Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Released unaudited financial results for Q2 2026, with details available in a stockholder letter.
Conference call scheduled with CEO and CFO to discuss results and outlook.
Focus on AI-native platform enabling service providers to grow and retain subscribers across multiple markets.
Significant events and developments
Over 1,200 customers now leverage the Calix One platform, reflecting broad adoption.
Investment in platform development exceeds $2 billion over 15 years.
Earned 81 culture and innovation awards since 2025, including Fortune's 100 Best Companies to Work For in 2026.
Market and industry conditions
Emphasis on enabling service providers to compete and win in diverse markets through differentiated experiences.
AI-driven transformation highlighted as a key industry trend.
- Q2 2024 revenue fell 24% year-over-year, but gross margin hit a record 55.1%.CALX
Q2 20248 Jul 2026 - Q1 2025 saw strong margins, a net loss, and expanded buybacks amid tariff and supply chain risks.CALX
Q1 20258 Jul 2026 - Strong Q4 revenue and margin, robust RPO growth, and unaudited results with outlook call set.CALX
Q4 20248 Jul 2026 - Subscriber experience-focused solutions and recurring revenue growth drive strong financial outlook.CALX
Morgan Stanley Technology, Media & Telecom Conference8 Jul 2026 - AI-driven platform migration boosts margins, accelerates growth, and opens new markets.CALX
Rosenblatt 6th Annual Age of AI Technology Summit9 Jun 2026 - AI-native platform migration and MDU focus drive growth, with margin headwinds managed.CALX
J.P. Morgan 54th Annual Global Technology, Media and Communications Conference19 May 2026 - All proposals, including director elections and governance changes, were approved.CALX
AGM 202614 May 2026 - AI-native platform launch and alliances drive double-digit growth, margin gains, and efficiency.CALX
Investor Day 202623 Apr 2026 - Record Q1 2026 revenue, raised guidance, and strong platform adoption signal robust growth.CALX
Q1 202622 Apr 2026
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