The financials
Calix, Inc. by the numbers
Calix, Inc. (CALX) reported revenue of $280M in Q1 2026 (quarter ended Mar 28, 2026), up 27% from the same quarter a year earlier. That came with a gross margin of 57% and net income of $11M (4.0% of revenue). For the full year FY2025, revenue was $1.00B (+20% year on year) and net income $18M. Its largest region in Jun 2026 was United States at $278M, 95% of the disclosed total, well ahead of Americas Ex U.S. at 2.8%.
| Income statement | Q1 2026 | Q1 2025 | Change |
|---|---|---|---|
| Revenue | $280M | $220M | +27% |
| Gross profit | $159M | $123M | +30% |
| Operating income | $13M | −$6.1M | to a profit |
| Net income | $11M | −$4.8M | to a profit |
| Diluted EPS | $0.16 | −$0.07 | to a profit |
| Geographic | Revenue | Share |
|---|---|---|
| United States | $278M | 95% |
| Americas Ex U.S. | $8.2M | 2.8% |
| Europe | $4.9M | 1.7% |
| Rest Of World | $2.5M | 0.8% |
Business Segments
Revenue split by geographic segment, from SEC XBRL filings.
Latest period: Jun 2026Total $293.3M (+4.8%)
Rest Of World grew +76% year on yearEurope -68% year on year
Segment Latestquarter on quarteryear on year
- United States$277.7M$277.7MQoQ +4.7%year on year +27%+4.7%+27%
- Americas Ex U.S.$8.2M$8.2MQoQ +31%year on year +40%+31%+40%
- Europe$4.9M$4.9MQoQ -26%year on year -68%-26%-68%
- Rest Of World$2.5M$2.5MQoQ +45%year on year +76%+45%+76%
Software - Infrastructure
Ranks #60 of 64 by Smart Score