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Calix (NYSE:CALX) reported record second-quarter 2026 revenue and highlighted early traction for its AI-native Calix One platform, with management saying customer demand for AI-driven broadband tools accelerated faster than expected during the quarter
President and Chief Executive Officer Michael Weening described the quarter as “the beginning of Calix, the AI leader,” citing the first full quarter in which the company’s AI-native Calix One platform was live. Weening said the platform is designed to help broadband service provider customers improve operations, marketing, support and subscriber experiences, while helping them combat broadband commoditization through differentiated services. – 3 Late January Earnings Plays With Pop Potential Chief Financial Officer Cory Sindelar said Calix delivered record revenue of $293 million, up 5% sequentially and 21% year over year, exceeding the company’s guidance range. Software and service revenue reached a record $50 million, up 7% sequentially and 16% from a year earlier.
Software Growth Returns as Calix One Gains Traction Management said customer interest in Calix One “exploded” in the second quarter, contributing to record remaining performance obligations, or RPOs, and record software and services revenue. Weening said Calix tripled the number of customers signing up for Calix Agent Workforce Cloud during the quarter. Weening emphasized that adoption was not limited to early adopters.