CALX's 50G-PON trial with Astound shows how providers can expand capacity and add high-speed services without major network overhauls.
Calix Limited (CLXLF) Q4 2026 Earnings Call Transcript
Calix (CALX) reported earnings 30 days ago. What's next for the stock?
Investors need to pay close attention to CALX stock based on the movements in the options market lately.
Calix, Inc. is reiterated as a buy, with platform adoption driving contracted revenue and a more attractive entry point post-Q2 2026. Q2 2026 revenue grew 21% y/y to $293.3M, with strong Calix One contract growth and current RPO up 21% y/y. Margin weakness is attributed to higher memory costs, but surcharges and software mix should support eventual margin recovery after Q3 2026.
Calix, Inc. (CALX) Q2 2026 Earnings Call Transcript
CALX is expanding AI-native broadband software and recurring services as providers modernize networks, but margin and execution challenges remain in focus.
CALX beat Q2 expectations with record software revenue and stronger recurring growth, but valuation, margin pressure and execution risks keep investors cautious.
CALX is growing beyond broadband hardware with AI-native software and recurring services, but investors are weighing stronger revenue against margin pressure.
Calix NYSE: CALX reported record second-quarter 2026 revenue and highlighted early traction for its AI-native Calix One platform, with management saying customer demand for AI-driven broadband tools accelerated faster than expected during the quarter.
CALX tops Q2 2026 revenue and earnings estimates as broadband demand, appliance adoption and cloud services growth lift sales and profit.
Calix (CALX) came out with quarterly earnings of $0.47 per share, beating the Zacks Consensus Estimate of $0.4 per share. This compares to earnings of $0.33 per share a year ago.