$CALX

Russo Carl sold 75,000 indirectly-held shares of CALIX, INC (CALX) at $36.20 ($2.71M total) on 2026-07-27 under a Rule 10b5-1 trading plan.

Calix, Inc. reported record Q2 2026 results, attributing them to the first full quarter of its Calix One AI-native platform, which drove higher RPOs and software revenue. Management said migrating customers to a single cloud improved software and service gross margins by 810 bps sequentially. It expects 2026 revenue growth of 15% to 20% and Q3 margin records, while noting memory cost inflation and $69M share repurchases.

Calix (CALX) shares fell 17.8% in pre-open after reporting Q2 2026 results. The company guided Q3 EPS to $0.35–$0.45 versus $0.46 expected and revenue to $287M–$293M versus about $301.6M. Despite a Q2 EPS beat ($0.47 vs $0.41) and near revenue in-line, margin pressure from exhausted lower-cost component stockpiles and an ongoing securities class action also weighed.

CALIX, INC (CALX) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.2 3 ex992stockholderletter26q2.htm EX-99.2 Document Exhibit 99.2 July 20, 2026 Fellow Calix stockholders: We delivered record revenue of $293.3 million in the second quarter of 2026 representing 5% sequential growth and 21% year-over-year growth. Software and service revenu

Calix Inc. (NYSE:CALX) is set to report Q2 earnings after the close on Monday, July 20. Analysts expect EPS of 41 cents versus 33 cents a year earlier, and revenue of $289.95 million versus $241.88 million last year, per Benzinga Pro. The company previously reported upbeat Q1 results and added a $100 million buyback plan.

Calix (NYSE:CALX) said Velocity Network will invest in its Calix Agent Workforce Cloud on the AI-native Calix One platform to accelerate revenue growth and cut operating costs. Rosenblatt reiterated a Buy and $70 price target, citing adoption of Calix One and expectations of double-digit revenue growth.

The Schall Law Firm said it is pursuing a securities fraud class action against Calix, Inc. (NYSE: CALX) for alleged violations of Exchange Act Sections 10(b) and 20(a) and Rule 10b-5, according to the complaint. It targets investors who bought CALX shares from Jan. 28 to Apr. 21, 2026, with a July 27, 2026 contact deadline. The firm alleges misleading statements about Q1 margins tied to memory component purchasing and supply.

DJS Law Group said it is reminding investors of a securities class action against Calix, Inc. (NYSE: CALX) alleging violations of Exchange Act Sections 10(b) and 20(a) and Rule 10b-5, according to the complaint. The suit covers purchases from Jan. 28 to Apr. 21, 2026, with a July 27, 2026 deadline. The complaint alleges Calix made false statements about margins tied to memory module supply and open-market memory prices.

SueWallSt says Calix, Inc. (NYSE: CALX) faces a securities class action over alleged inadequacy of risk disclosures in its 10-K for the period ended Dec. 31, 2025. The firm cites Calix’s April 21, 2026 admission that record gross margins were temporarily supported by a pre-purchased memory supply that has run its course, after which shares fell about 14%. The proposed lead plaintiff deadline is July 27, 2026.

Calix (CALX) is expanding its AI-native Calix One platform with new Wi-Fi 7 and 50G-PON capabilities, aiming to deepen its cloud-managed connectivity ecosystem. Concurrently, shareholders approved a shift to simple majority voting, refining its corporate governance. These developments are viewed in the context of Calix's investment narrative, which projects significant revenue and earnings growth by 2029 through platform adoption and recurring software services.