we were in the process of converting 1200 customers from the previous platform to the new platform and it was highly disruptive.

Jul 28, 2026 / receipt

our customers really know that they have to do AI and this provides them with a very clear approach to actually transform their business.

Jul 28, 2026 / receipt

customers really know that they have to do AI and this provides them with a very clear approach to actually transform their business.

Jul 28, 2026 / receipt

As we saw in Netflix earnings last week, which they blew out and forecasted a great future, when end consumers are uncertain, they cut out disposable income items such as taking a flight or eating at a restaurant and stay home and watch a movie.

Apr 22, 2025 / receipt, needs a key / Michael Weaning, CEO | earnings call 2025-04-22 | transcript 4a4b043e-3a94-4bad-bdc8-450d3eabee85 | chars 4245-4490 | segment 4

So for example, you can see how in the initial stage of smart biz is actually just about a small business, a baker, a small, um a um uh you know a travel agency whatever the corner store right where they get wireless backup from us they get all these different component parts and it's fully managed so it's really high margin with no truck rules for the service writer where do the service fighters want us to go well they actually now that they understand what's possible they see things like for example yeah um eliminating sd wins sd win is purchased by It's very expensive, and most customers, 90% of the time, they don't need all the functions. They only need one thing, which is a VPN. So is that where we're going to go? Potentially, those are the types of conversations. So I can't say how many it goes to. It actually really comes down to what makes most logical sense for our customers, and can they sell it? Because here's the other part. We cannot just create a whole bunch of different solutions and not have them sell it like crazy. And so this is the big focus for us. And that's why we have a customer success army that's unmatched in this industry because they're right beside the customer teaching them new business models.

Jul 20, 2023 / receipt, needs a key / Michael, other | earnings call 2023-07-20 | transcript 35e90168-c2b6-47e0-a94e-16730e260ad9 | chars 48811-50053 | segment 49

I think that we're going to be, well, from a travel point of view, it'll probably be 40% to 60% of the travel that we used to do.

Apr 28, 2021 / receipt, needs a key / Michael, CEO | earnings call 2021-04-28 | transcript f782a0b3-737e-48c8-8cb8-99c4a280ff44 | chars 37003-37132 | segment 37

Even with customer travel virtually eliminated, we still added 18 new customers in the second quarter.

Jul 22, 2020 / receipt, needs a key / Carl Russo, CEO | earnings call 2020-07-22 | transcript 11c50c14-e965-4449-9c70-1097b220e917 | chars 3819-3921 | segment 4

Director, MSP Success | {"ats": "workday", "city": null, "state": null, "job_id": "/job/Remote---USA/Director--MSP-Success_R-11913", "remote": true, "category": "other", "function": "other", "location

company_statement / Sep 16, 2026 / receipt

Channel Enablement Manager | {"ats": "workday", "city": null, "state": null, "job_id": "/job/Remote---USA/Channel-Enablement-Manager_R-11917", "remote": true, "category": "other", "function": "sales",

company_statement / Sep 15, 2026 / receipt

This milestone, and our ongoing ability to invest, positions Calix to scale across new customer segments, geographies and use cases while maintaining the financial discipline that has long distinguish

ir_statement / Sep 15, 2026 / receipt

We added 14 new platform customers, who began their transformation by leveraging our appliances, software, cloud platform and managed services to differentiate their brands within the communities they

ir_statement / Sep 15, 2026 / receipt

We also guided to continued sequential growth in the second quarter, underscoring sustained platform demand we continue to see from our customers.

ir_statement / Sep 15, 2026 / receipt

expand into MDUs, new geographies and private deployments

ir_statement / Sep 15, 2026 / receipt

accelerate in the second half of 2026 as we begin to deliver agentic workflows and demonstrate the value of Calix One and its ability to transform broadband businesses.

ir_statement / Sep 15, 2026 / receipt

Non-GAAP sales and marketing investments were 20% of revenue, which was in-line with our Target Financial Model range of 18% to 20%.

ir_statement / Sep 15, 2026 / receipt

Sequentially, GAAP operating expenses decreased by $1.4 million primarily due to stock-based compensation

ir_statement / Sep 15, 2026 / receipt

improvement in software and service gross margin after completing customer migrations to the third-generation cloud platform and winding down the second-generation cloud platform.

ir_statement / Sep 15, 2026 / receipt

Our non-GAAP gross margin guidance for the second quarter of 2026 of 55.8% (at the midpoint) is down 140 basis points from the previous quarter.

ir_statement / Sep 15, 2026 / receipt

We expect our annual revenue to grow between 15% and 20% this year.

ir_statement / Sep 15, 2026 / receipt