Short answer
CALIX, INC (CALX) filed its Q1 2026 10-Q quarterly report on Apr 22, 2026 for the quarter ended Mar 28, 2026. Quarterly revenue was $280M (up 27.1% year over year) with net income of $11M.
Q1 2026 key financials · XBRL
- Revenue
- $280M
- +27.1% YoY
- Net income
- $11M
- +334.2% YoY
- Operating margin
- 4.5%
- Gross margin
- 56.9%
- EPS (diluted)
- $0.16
- +328.6% YoY
Source: XBRL data from the CALIX, INC (CALX) Q1 2026 10-Q on SEC EDGAR. USD.
CALIX, INC Q1 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $280.0M, up 27% YoY from $220.2M
- Appliance revenue $232.8M, up 30%; software and service revenue $47.1M, up 16%
- Gross margin 56.9% vs 55.7%; software and service margin 54.3% vs 63.5%
- Operating cash flow $14.6M vs $17.2M; cash and securities $243.3M
- Stock repurchases $170.9M; memory shortages and trade policies emerging cost headwinds
Risk Factors
- New AI regulatory exposure triggered by EU AI Act requirements applying August 2, 2026, with fines up to €15 million or 3% of global revenue
- AI product liability expansion under revised EU Product Liability Directive, requiring member-state implementation by December 2026
- Memory component shortages from AI infrastructure demand, extending lead times and increasing product costs
- New U.S. tariffs and retaliatory trade measures threatening supply costs, customer demand, and gross margins
- Customer adoption risk from early-stage platform, cloud, managed-service, and agentic AI offerings with uncertain demand
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
Other CALIX, INC quarterly reports
Ask about this quarter
Compare quarters, check guidance or see what insiders and funds did around the report.