Description

Calix Hits $293 Million In Revenue — Can Growth Outrun Memory Costs?

Calix, Inc. reported results for the second quarter of 2026 reflecting ongoing demand strength fueled by its AI-enhanced platform offerings and broad-based growth across software, services, and appliance revenues. The company highlighted the first full quarter of its AI-native Calix One platform being live, which it positioned as a differentiator enabling broadband service providers to improve subscriber experiences, marketing, support, and operations through data-driven and agent-augmented workflows. This newly integrated AI capability reportedly drove record software and services revenue of $50 million, up 7% sequentially and 16% year-over-year, as well as record deferred revenue (RPOs) of $386 million, signaling strong customer uptake including those representing the late majority in the adoption lifecycle. Total revenue reached $293 million, a 5% sequential increase and 21% growth year-over-year.