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EX-99.1

2 ex991pressrelease26q1.htm

EX-99.1

Document

Exhibit 99.1

Calix Releases First Quarter 2026 Financial Results; To Host Investor Day 2026 at the NYSE, Outlining Next Phase of Long-Term Growth Strategy Powered by Calix One

SAN JOSE, CA – April 21, 2026 – Calix, Inc. (NYSE: CALX) today announced unaudited financial results for its first quarter of 2026. Results have been posted as a letter to stockholders in the investor relations section of its website. Please visit the Calix investor relations website to view the letter to stockholders.

A conference call to discuss these results with President and CEO Michael Weening and CFO Cory Sindelar will be held today, April 21, 2026, at 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time.

Interested parties may listen to a live webcast of the conference call by visiting the Events section of the Calix Investor Relations website. The live conference call will be available by dialing (877) 407-4019, or international (201) 689-8337, with conference ID# 13759279. The conference call and webcast will include forward-looking information. A replay of the conference call will be accessible via webcast after its conclusion and will be archived on the Calix Investor Relations website.

Investor Day 2026

Calix will host its 2026 Investor Day on Wednesday, April 22, 2026, at the New York Stock Exchange. The event will begin at 10:00 a.m. Eastern Time, with doors opening at 9:15 a.m. Eastern Time for registered attendees. A live webcast will be available on the Calix investor relations website.

At the event, the Company expects to discuss its long‑term strategic direction and operating framework.

Agenda topics are expected to include:

•The Calix One platform and product roadmap

•How Calix supports service provider customers in delivering differentiated subscriber experiences

•The Company’s operating priorities and financial framework

•Capital allocation philosophy and approach to long‑term value creation

Presentation materials will be made available on the Calix investor relations website in conjunction with the event and will be archived following the webcast.

About Calix

Calix, Inc. (NYSE: CALX) is an AI platform company that enables service providers to transform their operations and accelerate delivery of differentiated experiences—so they can compete and win in the markets and communities they serve.

Through the AI-native Calix One platform, service providers can securely and privately activate agentic-AI alongside their human teams to acquire new subscribers, grow existing subscriber revenue, and build loyalty across residential, business, municipal, and MDU markets. More than 1,200 customers of all sizes leverage the Calix One platform, which has evolved over 15 years at an investment of more than $2 billion.

Calix Press Release

Page #PageNum#

Calix innovation cycles are underpinned by a strong financial balance sheet and a people first culture that routinely earns broad industry recognition—winning 81 culture and innovation awards since 2025 alone, as well as Fortune’s 100 Best Companies to Work For® in 2026.

Forward-Looking Statements

This press release contains forward-looking statements that reflect management’s current expectations regarding Calix’s business, financial results, strategic initiatives, and events including the Company’s anticipated discussions at Investor Day 2026. These statements are inherently uncertain and involve risks and uncertainties that could cause actual results or the timing of events to differ materially from what is expressed or implied. Forward-looking statements are based on information available at the time of this release, and Calix undertakes no obligation to revise or update any such statement except as required by law. Readers are cautioned not to place undue reliance on these statements. For a discussion of potential risks and uncertainties that could impact Calix’s actual results, please refer to the Company’s most recent quarterly reports on Form 10-Q and annual reports on Form 10-K filed with the SEC, which are available at www.sec.gov.

Category: Financial

Investor Inquiries:

Nancy Fazioli

VP, Investor Relations

InvestorRelations@calix.com

(669) 308-3901

calx-202601280001406666FALSE00014066662022-07-152022-07-15

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 28, 2026

CALIX, INC.

(Exact name of Registrant as specified in its charter)

Delaware 001-3467468-0438710 (State or other jurisdiction of incorporation) (Commission File No.)(I.R.S. Employer Identification No.)

3155 Olsen Drive, Suite 450, San Jose, California 95117 (Address of principal executive offices)(Zip Code)

(408) 514-3000

(Registrant’s telephone number, including area code)

Not Applicable (Former name or former address if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of Each Class Trading SymbolName of Each Exchange on Which Registered Common Stock, par value $0.025 per share CALXNew York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging Growth Company☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act).  o 2

Item 2.02     Results of Operations and Financial Condition.

On January 28, 2026, Calix, Inc. (the “Company”) issued a press release announcing it has publicly disseminated a stockholder letter with its financial results for the fourth quarter ended December 31, 2025. The press release is attached hereto as Exhibit 99.1. The stockholder letter, a copy of which is attached hereto as Exhibit 99.2 and incorporated herein by reference, includes reference to the non-GAAP measures of non-GAAP gross margin, non-GAAP operating expenses, non-GAAP sales and marketing investments, non-GAAP research and development investments, non-GAAP general and administrative investments, non-GAAP effective income tax rate, non-GAAP net income or profitability, non-GAAP net income per diluted common share and non-GAAP free cash flow. These non-GAAP measures are provided to enhance the reader’s understanding of the Company’s operating performance as they exclude non-cash stock-based compensation and intangible asset amortization and the impact from changes in income taxes, which the Company believes are not indicative of its core operating results. Management believes that the non-GAAP measures used in this stockholder letter provide investors with important perspectives into the Company’s ongoing business performance and management uses these non-GAAP measures to evaluate financial results and to establish operational goals. The presentation of these non-GAAP measures is not meant to be a substitute for results presented in accordance with U.S. GAAP, but rather should be evaluated in conjunction with those GAAP results. A reconciliation of the non-GAAP results to the most directly comparable U.S. GAAP results is contained in tabular form in Exhibit 99.2. The non-GAAP financial measures used by the Company may be calculated differently from, and therefore may not be comparable to, similarly titled measures used by other companies.

Such information shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), and is not incorporated by reference into any filing of the Company, whether made before or after the date hereof, regardless of any general incorporation language in such filing.

Item 9.01     Financial Statements and Exhibits.

(d) Exhibits

Exhibit No.  Description 99.1Press Release, dated January 28, 2026 announcing fourth quarter 2025 financial results.

99.2  Stockholder Letter dated January 28, 2026 announcing financial results of the Company.

3

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date:January 28, 2026  CALIX, INC.

By: /s/ Cory Sindelar Cory Sindelar Chief Financial Officer

4

EXHIBIT INDEX

Exhibit No.  Description 99.1Press Release, dated January 28, 2026 announcing fourth quarter 2