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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Calix
Calix (CALX) investor relations material
Calix Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
Achieved record Q3 2025 revenue of $265.4 million, marking the fifth consecutive quarter of sequential growth and a 32% year-over-year increase, with broad-based growth across all customer segments.
Net income for Q3 2025 was $15.7 million, reversing a net loss of $4.0 million in Q3 2024; nine-month net income was $10.7 million versus a loss of $11.8 million a year ago.
Non-GAAP gross margin reached a record 57.7%, the seventh straight quarter of margin improvement, up from 54.8% in Q3 2024.
Free cash flow was $27 million for Q3, marking the tenth consecutive quarter of eight-figure free cash flow.
Added 20 new customers, with no single customer accounting for more than 10% of revenue.
Financial highlights
Q3 2025 revenue: $265.4 million (up 32% year-over-year); nine-month revenue: $727.6 million (up 16%).
Q3 2025 net income: $15.7 million; nine-month net income: $10.7 million.
Gross margin improved to 57.7% (non-GAAP), up 90 basis points sequentially and from 54.8% in Q3 2024.
Cash, cash equivalents, and marketable securities totaled $340 million at quarter end.
Diluted EPS for Q3 2025: $0.22; nine-month diluted EPS: $0.15.
Outlook and guidance
Q4 2025 revenue guidance is $267–$273 million, a 2% sequential increase at the midpoint.
Fiscal 2025 revenue expected to grow 20% over 2024.
Non-GAAP gross margin for Q4 expected to slightly increase; full-year margin improvement will exceed the high end of the 100–200 basis point target.
OpEx will rise sequentially due to investments in AI and Connections, but will return to target model by end of 2026.
Existing cash and marketable securities are expected to be sufficient to meet anticipated needs for at least the next twelve months.
Direct monetization of Agentic AI features?
Tier 1/international revenue impact timeline?
When is BEAD peak spending expected?
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Next Calix earnings date
Q4 202529 Jan, 2026
Calix
Next Calix earnings date
Q4 202529 Jan, 2026
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Frequently asked questions
Calix Inc provides cloud and software platforms, systems, and services for broadband service providers. The company enables communications companies to deliver fiber-based broadband, smart home services, and managed Wi-Fi to residential and business customers. Its solutions support network operations, subscriber experience, and revenue growth. The company is headquartered in San Jose, California, and its shares are listed on the NYSE.
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