Company overview
What does CALIX, INC do?
CALIX, INC (CALX) is a U.S. SEC registrant. The Commission classifies the issuer under SIC 4899 (Communications Services, NEC).
What does CALIX, INC do?
CALIX, INC (CALX) is a U.S. SEC registrant. The Commission classifies the issuer under SIC 4899 (Communications Services, NEC).
What industry is CALIX, INC in?
Telecommunications · Communications Services, NEC
What was CALIX, INC's latest reported revenue?
$293.3M for Q2 2026, from 10-Q filed Jul 21, 2026.
What changed in the latest comparable period?
Revenue increased +21.3% ($241.9M to $293.3M; Q2 2025 vs Q2 2026).
Business model (from the public record)
Belvedere describes the business using the issuer’s SEC classification and the company description extracted from public filings. Segment mix, customer identity, and recurring-versus-transactional revenue are shown only when those facts are identified in the filing extract—not inferred.
Telecommunications · Communications Services, NEC · United States
Financial profile
- Revenue
- $293.3M 10-Q · Q2 2026 · Filed Jul 21, 2026
- Revenue growth YoY
- +21.3% Belvedere calculation · 10-Q · Q2 2026 · Filed Jul 21, 2026
- Gross margin
- +54.6% Belvedere calculation · 10-Q · Q2 2026 · Filed Jul 21, 2026
- Operating margin
- +7.4% Belvedere calculation · 10-Q · Q2 2026 · Filed Jul 21, 2026
- Net income
- $17.1M 10-Q · Q2 2026 · Filed Jul 21, 2026
- Operating cash flow
- — Not identified in latest matched XBRL period
- Capex
- — Not identified in latest matched XBRL period
- Belvedere FCF
- — Not identified in latest matched XBRL period
- FCF margin
- — Not identified in latest matched XBRL period
- Cash
- $68.9M 10-Q · Jun 27, 2026 · Filed Jul 21, 2026
- Debt
- — Not identified in latest matched XBRL period
- Net debt
- -$68.9M Belvedere calculation · 10-Q · Jun 27, 2026 · Filed Jul 21, 2026
- Shares
- 62,964,000 10-Q · Jun 27, 2026 · Filed Jul 21, 2026
Balance sheet snapshot
Cash $68.9M. Identified debt —. Net debt -$68.9M. Missing debt tags are not treated as a zero-debt capital structure.
Financial information is derived from public filings and other identified sources. Belvedere calculations may differ from company-defined non-GAAP measures. See methodology and source notes. Valuation multiples are omitted because a licensed market-data provider is not configured.
Latest filings
| Form | Filed | Period | Accession | Source |
|---|---|---|---|---|
| 10-Q | Jul 21, 2026 | Jun 27, 2026 | 0001406666-26-000034 | SEC |
| 8-K | Jul 20, 2026 | Jul 20, 2026 | 0001406666-26-000028 | SEC |
| 8-K | May 15, 2026 | May 14, 2026 | 0001406666-26-000021 | SEC |
| 10-Q | Apr 22, 2026 | Mar 28, 2026 | 0001406666-26-000019 | SEC |
| 8-K | Apr 21, 2026 | Apr 21, 2026 | 0001406666-26-000017 | SEC |
| 8-K | Apr 21, 2026 | Apr 21, 2026 | 0001406666-26-000016 | SEC |
| DEF 14A | Mar 27, 2026 | Dec 31, 2025 | 0001406666-26-000006 | SEC |
| 10-K | Feb 20, 2026 | Dec 31, 2025 | 0001406666-26-000005 | SEC |
What changed
Each line is an arithmetic comparison of sourced facts. It is not a thesis.
Research view
Belvedere has not published an initiation or update on CALIX, INC. Universe inclusion is not a rating, a forecast, or coverage in the sell-side sense.
Research Radar
| Kind | Change | Explanation | Source | Date |
|---|---|---|---|---|
| Revenue | +21.3% | Revenue increased +21.3% ($241.9M to $293.3M; Q2 2025 vs Q2 2026). | 10-Q · RevenueFromContractWithCustomerExcludingAssessedTax | Jul 21, 2026 |
| Revenue acceleration | -5.9 pp | Quarterly revenue YoY growth moved from +27.1% to +21.3% (-5.9 percentage points). | 10-Q · BelvedereRevenueGrowthYoY | Jul 21, 2026 |
| Margin change | $0.546 | Reported gross margin was +54.6% in the latest comparable period. | 10-Q · BelvedereGrossMargin | Jul 21, 2026 |
| Cash | $68.9M | Cash and cash equivalents were $68.9M as of the latest reported balance-sheet date. | 10-Q · CashAndCashEquivalentsAtCarryingValue | Jul 21, 2026 |
| Share count | $63.0M | Shares outstanding were 62,964,000 as of the latest reported date. | 10-Q · CommonStockSharesOutstanding | Jul 21, 2026 |
Rankings
- Fastest-Growing Companies in the Belvedere Universe · rank 22 · +21.3%
Industry context
CALIX, INC is mapped to Telecommunications (Communications Services, NEC) from SIC metadata on the SEC submission. Mapping is a classification convenience, not a claim that every peer is economically comparable.
Belvedere Research Profile
This measures researchable information characteristics. It is not investment advice, a credit rating, or a buy/sell/hold recommendation.
Presence of core income-statement, cash-flow and balance-sheet concepts in SEC XBRL.
Comparable-period revenue history and operating-result availability.
Availability of margin, cash-flow and per-share concepts used in screening.
SEC periodic reports, current reports, proxy statement and website identified in submissions.
Distinct filing years in the current archive window plus comparable prior-period revenue.
Risks
Belvedere does not manufacture generic risk language. Material risks are those the issuer discloses in its periodic reports, particularly Item 1A of the latest Form 10-K.
Open latest Form 10-K on SEC.govSources
- Source
- U.S. Securities and Exchange Commission
- Form
- 10-Q
- Period
- Q2 2026
- Filed
- Jul 21, 2026
- Accession
- 0001406666-26-000034
- Concept
- RevenueFromContractWithCustomerExcludingAssessedTax
- Source
- U.S. Securities and Exchange Commission
- Form
- 10-Q
- Period
- Q2 2026
- Filed
- Jul 21, 2026
- Accession
- 0001406666-26-000034
- Concept
- BelvedereRevenueGrowthYoY
(RevenueFromContractWithCustomerExcludingAssessedTax 2026-06-27 / RevenueFromContractWithCustomerExcludingAssessedTax 2025-06-28) - 1
View filing- Source
- U.S. Securities and Exchange Commission
- Form
- 10-Q
- Period
- Jun 27, 2026
- Filed
- Jul 21, 2026
- Accession
- 0001406666-26-000034
- Concept
- CashAndCashEquivalentsAtCarryingValue
Disclosure
Belvedere Research publishes informational analysis. Nothing on this site is investment advice, an offer, or a solicitation to buy or sell any security.
This page is a company intelligence / data profile. It is not a research report unless a dated note is attached above. Rankings appearing here are independent of any issuer compensation.
Frequently asked questions
- What does CALIX, INC do?
- CALIX, INC (CALX) is a U.S. SEC registrant. The Commission classifies the issuer under SIC 4899 (Communications Services, NEC).
- What industry is CALIX, INC in?
- CALIX, INC is classified in Telecommunications (Communications Services, NEC).
- When did CALIX, INC last file a periodic report?
- CALIX, INC last filed a 10-Q on Jul 21, 2026 (accession 0001406666-26-000034).
- What was CALIX, INC's latest revenue?
- $293.3M for Q2 2026, sourced from 10-Q filed Jul 21, 2026.
- Does Belvedere cover CALIX, INC?
- CALIX, INC is in the Belvedere universe. Presence in the universe is not the same as active initiation coverage.