Calix Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
35.6%projected annual EPS growth
Analyst Coverage
6analysts covering
FY Revenue (est.)
$1.2Bnext fiscal year
FY EPS (est.)
$1.72next fiscal year
Monitoring Framework
Key Performance Indicators
Remaining Performance Obligations (RPO) Quarterly376.3MTarget: Continued sequential and year-over-year growth to support long-term contracted revenue backlog
Non-GAAP Gross Margin Quarterly5,720.0%Target: 54.25% to 57.25% for Q2 2026, with a full-year 2026 decline of 50 to 150 basis points due to memory component costs
Quarterly Revenue Quarterly280MTarget: $287 million to $293 million for Q2 2026
Watch Items
- Memory Component Costs and SurchargesTrigger: Dwindling advanced supply of lower-cost memory components and implementation of memory surcharges in May 2026Action: Monitor the 200 basis-point headwind to gross margin for the remainder of 2026 and track the effectiveness of the surcharge in recovering costs.
- BEAD Program Funding FlowTrigger: Receipt of first BEAD orders with tens of millions of dollars forecast in the second half of 2026Action: Track state-level preliminary awards, build execution timelines, and customer purchasing dynamics as funding ramps up into 2027 and peaks in 2028.
- Securities Class Action LitigationTrigger: July 27, 2026 lead plaintiff deadline for the filed securities fraud class action lawsuitAction: Assess legal developments, potential financial liabilities, and any impact on investor sentiment or corporate reputation.
Research as of 19 Jun 2026