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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; non-GAAP gross margin reached a record 57.7%, the seventh straight quarter of margin improvement.
Free cash flow was $27 million for Q3, marking the tenth consecutive quarter of eight-figure free cash flow.
Ended Q3 with record cash investments of $340 million, up $41 million sequentially; cash, cash equivalents, and marketable securities totaled $339.6 million as of September 27, 2025.
Added 20 new customers and saw broad-based demand, 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.
Diluted EPS for Q3 2025: $0.22; nine-month diluted EPS: $0.15.
RPOs reached $355 million, up 2% sequentially and 20% year-over-year; current RPOs were $141 million, up 5% sequentially and 28% year-over-year.
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.
Management expects continued investment in sales, marketing, and R&D, with expenses rising in absolute dollars but declining as a percentage of revenue.
Agentic AI platform differentiation?
How does platform grow service provider value?
What is the market strategy for this platform?
Direct monetization of Agentic AI features?
Tier 1/international revenue impact timeline?
When is BEAD peak spending expected?
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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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