Q2 2026 Earnings Conference Call

Calix, Inc (CALX)

Earnings Call FY2026 Q2 Call date: 2026-07-20 Concluded

Quarter scorecard

Revenue

$293.33M

+21.3% YoY

Diluted EPS

$0.26

Gross margin

54.6%

-1.7 pp YoY

Net income

$17.11M

Revenue Above

Reported actuals vs. the guidance issued for this quarter at earlier calls.

Appliance $242.78M

+22.5%

Software and Service $50.55M

+15.5%

Buybacks (derived)

$69.36M

Shares repurchased

1.60M

from the 8-K filed Jul 20, 2026

Metric	Period	Guided	Basis
Revenue table Initiated third quarter of 2026	third quarter of 2026	$287M – $293M	Non-GAAP
Gross margin table Initiated third quarter of 2026	third quarter of 2026	54.25% – 57.25%	Non-GAAP
Operating expenses table Initiated third quarter of 2026	third quarter of 2026	$127M – $129M	Non-GAAP
Net income per diluted common share table Initiated third quarter of 2026	third quarter of 2026	$0.35 – $0.45	Non-GAAP