Calix Posts $301.7M Revenue, Beats Estimates
The San Jose networking firm reported third-quarter results above analyst expectations and issued a forward revenue outlook.
Updated on Nov. 2, 2026 in Public Companies
Calix Inc. reported third-quarter earnings of $10.2 million, or 16 cents per share, and revenue of $301.7 million. Adjusted earnings, which exclude stock option expense, came to 44 cents per share.
Why it matters
The results exceeded consensus estimates of 42 cents per share and $304.1 million in revenue from three analysts surveyed by Zacks Investment Research. The guidance points to continued revenue growth into the fiscal fourth quarter.
Calix reported third-quarter earnings of $10.2 million and revenue of $301.7 million, against analyst estimates of 42 cents per share and $304.1 million. The stub does not provide prior-year comparisons, so the trajectory of growth cannot be confirmed from these figures alone.
The players
Calix Inc.
Calix is a San Jose-based provider of cloud, software and systems for communications service providers, including broadband network operators.
The details
Calix, headquartered in San Jose, California, provides cloud, software platforms, systems and services for communications service providers. The company guided per-share earnings of 17 to 25 cents for the quarter ending in December and fiscal fourth-quarter revenue of $311 million to $317 million.
Timeline
Third quarter of 2026: Calix reports earnings and revenue results.
December 2026: Current quarter closes, with per-share earnings guided between 17 and 25 cents.
Fiscal fourth quarter 2026: Revenue guidance of $311 million to $317 million applies.
Market Landscape
Calix's results beat the three-analyst consensus compiled by Zacks Investment Research on both per-share earnings and revenue. The gap between reported and expected figures suggests the company outperformed the expectations set for the quarter.
Calix's revenue guidance of $311 million to $317 million for its fiscal fourth quarter signals continued business activity for the networking provider. Customers and partners of communications service providers may see the company's systems and services reflected in ongoing network investment.
The takeaway
Calix's quarterly beat against analyst estimates, paired with raised revenue guidance, offers a concrete signal on the health of its communications-provider customer base. Readers tracking the company can use the December quarter guidance as a benchmark for the next report.
What happens next
Calix is scheduled to report results for the quarter ending in December 2026, with per-share earnings guided between 17 and 25 cents.
Further reading
For more on corporate results in the region, see Public Companies coverage for San Jose.
