Calix Inc

Calix, Inc. CALX announced the successful completion of a trial of its 50G-PON access solution with Astound, demonstrating a scalable path for broadband providers to expand network capacity without major network overhauls. The trial showed the technology supports downstream speeds of up to 50 gigabits per second, along with flexible upstream capabilities, and lets Astound pursue growth across residential, business, wholesale and multi-tenant markets. The solution can operate alongside existing XGS-PON infrastructure while using the same AXOS-powered operational model, workflows and back-office integrations, allowing providers to add higher-capacity services while preserving existing network and operational investments. Calix said the technology can help operators scale their networks as demand grows for enterprise connectivity, dedicated access, wholesale transport, mobile x-haul and high-density multi-tenant environments.

Calix announced an expansion of Calix Agent Workforce Cloud on its AI-native Calix One platform, adding secure agentic workflows that help service providers operationalize AI across marketing, support, and operations. The new capabilities build on initial workflows introduced in May and include agentic workflows for campaign creation and upsell recommendations, troubleshooting and resolution, and network detection and remediation, with subscriber self-service workflows coming soon through the CommandIQ mobile app. Calix said the campaign and upsell workflows evolve platform capabilities that have increased monthly recurring revenue by as much as 500 percent, the troubleshooting workflows build on capabilities that have reduced inbound support calls by up to 88 percent, and the network detection workflows advance capabilities that have reduced mean time to repair by up to 75 percent. The company said Calix One, built on more than 26 years of broadband expertise and over $2 billion in platform investment, processes more than a petabyte of data daily and executes over 4.3 billion workflows annually. Brooks Goodall, chief operations officer and assistant general manager at RTC Networks, said the platform fits into how teams already work, while Calix president and chief executive officer Michael Weening said the company has invested three years evolving its platform to be AI-native and will deliver new capabilities faster and faster.

Calix, Inc. has appointed Juergen Lindner as its chief marketing officer, tapping his decades of experience leading global technology organizations, including driving ServiceNow's agentic AI innovation. Lindner will lead Calix's marketing organization as customers leverage the secure agentic capabilities of the Calix One platform to deliver predictable outcomes and accelerate growth. Calix One unifies appliances, cloud, and software through the Calix Agent Workforce workflow engine, and with strategic partners such as Google Cloud, Calix is extending its value across service providers and adjacent markets. CEO Michael Weening highlighted Lindner's firsthand experience helping one of the world's most influential software companies navigate technology transitions and adapt AI strategy into growth, which will be invaluable as Calix builds on its 15-year digital transformation journey and $2 billion investment in Calix One.

Calix, Inc. announced a grid monitoring solution on its AI-native Calix One platform, extending capabilities to utility providers. The solution combines the newly launched GigaPro GPR1011XH optical network terminal, AXOS-powered E-Series access appliances, and network operations tools on a standards-based passive optical network architecture. Building on insights from utility industry leaders Conexon and Irby Utilities, Calix is expanding trusted partnerships with more than 100 electric cooperatives, municipalities, and utility providers. The company highlighted that electric cooperatives own and maintain nearly 42 percent of U.S. electric distribution lines, and that its platform has enabled outcomes such as reducing OSS/BSS integration from 18 months to 10 weeks and turning up subscribers 83 percent faster.

Calix announced that rural broadband providers Conexon Connect, Consolidated Business Services, and Tombigbee Fiber are deploying its AI native Calix One platform and Agent Workforce Cloud. The partnerships focus on expanding broadband access, improving customer engagement, and scaling operations with agentic AI workflows across multiple U.S. states. These deployments highlight broader use of Calix's software and services in rural digital infrastructure projects. The company's mix of software and recurring services is closely connected to how customers implement its platforms in broadband build outs, particularly in rural markets.

Calix Inc reported record revenue of $293 million for the second quarter of 2026, a 5% sequential increase and 21% year-over-year growth. Software and service revenue reached a record $50 million, up 7% sequentially and 16% year-over-year, while remaining performance obligations hit a record $386 million, up 3% sequentially and 11% year-over-year. Non-GAAP software and service gross margin improved by 810 basis points sequentially, but non-GAAP appliance gross margin fell to 52.9%, a decrease of 460 basis points sequentially and 170 basis points year-over-year, partly due to higher memory costs. Non-GAAP net income was $31 million or $0.47 per diluted share, and free cash flow was approximately $12 million. The company guided for third-quarter revenue between $301 million and $307 million, with a non-GAAP gross margin midpoint of 52% and non-GAAP operating expenses of $124.5 million at the midpoint.

Calix has launched new SmartMDU capabilities on its AI-native Calix One platform, with service providers Alaska Communications Systems, Tipmont REMC, and Velocity Network expanding their use of Calix managed services across residential, small business, and multi-dwelling unit markets. The SmartMDU upgrade and broader Calix One adoption are central to the company's strategy of shifting broadband customers toward higher-value software and managed services, aiming for stickier recurring revenue. Some analysts project Calix could reach approximately $1.6 billion in revenue and $144 million in earnings by 2029, implying a fair value of $66.00 per share, a 78% upside to the current price. However, the investment narrative remains balanced by execution risks and unresolved margin and disclosure allegations tied to ongoing securities class actions.

Calix launched new capabilities for SmartMDU on its AI-native Calix One platform, targeting the growing multi-dwelling unit market where 77 percent of renters are willing to pay higher rent for high-speed internet. The enhancements introduce comprehensive user management controls and resident Wi-Fi suspension for property staff, along with QR code-based self-service activation that lets residents connect in minutes. Calix is also extending HomeOfficeIQ to SmartMDU, adding cellular network failover to keep residents connected during daily activities. Service providers including Blue Stream Fiber, Zentro, and NextLight are already using SmartMDU to improve resident satisfaction and reduce issue resolution times.

Calix has been named to Newsweek’s Greatest Workplaces in Tech 2026 with a 4.5 out of 5 star rating, up from 4 stars last year. The recognition follows the May 2026 launch of secure agentic workflows on the AI-native Calix One platform, which serves more than 1,200 customers and processes over 4.3 billion workflows annually. The company has invested more than $2 billion over 15 years in the platform, and internally reports approximately 98 percent employee adoption of Microsoft Copilot, over 400 employee-built enterprise agents, and an estimated $37 million in annual productivity gains. The Newsweek honor adds to a series of 2026 culture awards from Fortune, Glassdoor, and Comparably, including Fortune’s 100 Best Companies to Work For.