Calix Forecasts Fourth-Quarter Revenue of $311M-$317M
The networking equipment maker outlined its revenue, earnings and expense expectations for the quarter ending Dec. 31, 2026.
Updated on Nov. 4, 2026 in Economic Indicators
Calix forecast fourth-quarter revenue of $311 million to $317 million and non-GAAP net income of $0.41 to $0.49 per diluted share. The company reported third-quarter revenue of $301.7 million, up 14% from a year earlier.
Why it matters
The forecast offers a read on the company's near-term financial trajectory as it manages rising costs and expansion. Investors and customers can track whether margins and operating expenses move as projected.
Calix forecast fourth-quarter non-GAAP gross margin of 52.25% to 54.75%, citing higher memory component costs, against third-quarter non-GAAP operating expenses of $124 million, or 41% of revenue. Calix has not committed to a date for bringing operating expenses to 40% of revenue or below.
The players
Calix
Calix is a networking equipment and software company whose Calix One platform is used by more than 1,200 customers.
Cory Sindelar
Cory Sindelar is the chief financial officer of Calix, who discussed the company's outlook on its earnings call.
The details
Calix expects fourth-quarter non-GAAP operating expenses of $129.5 million to $131.5 million, reflecting costs for its annual ConneXions customer conference and five additional days in the quarter, partly offset by expected productivity gains. The company also expects gross margin to be pressured by continued increases in memory component costs, which it plans to partly offset through surcharges.
Timeline
Nov. 3, 2026: Calix holds its earnings call with CFO Cory Sindelar.
Dec. 31, 2026: The fourth-quarter forecast period ends.
Economic Indicators Context
Calix's gross-margin forecast reflects the memory-component cost pressure that has been squeezing hardware makers across the electronics supply chain. Its plan to offset part of those costs through customer surcharges shows how that pressure is being shifted onto buyers.
Customers of Calix One and other Calix products may see higher costs as surcharges are used to offset memory component increases. The company's operating-expense plans, including conference and productivity costs, shape how its pricing and margins are managed over the quarter.
The takeaway
Watching how Calix balances rising memory costs against its operating-expense targets will show whether its margin and revenue forecasts hold. Companies facing similar component pressures often answer with price surcharges, which can affect what buyers pay.
What happens next
Calix's CFO is scheduled to discuss the company's outlook on its Nov. 3, 2026 earnings call, and the fourth-quarter forecast period ends Dec. 31, 2026.
Further reading
For more on the business indicators behind companies like this, see Economic Indicators in the United States.
