Calix, Inc. (CALX) Analyst/Investor Day Transcript
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SA Transcripts159.44K FollowersFollow5ShareSaveCommentsFollow us on Google for the latest stock newsFollow Seeking Alpha on Google for the latest stock newsQ1: 2026-04-21 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallTranscriptEPS of $0.40 beats by $0.03 | Revenue of $279.98M (27.13% Y/Y) beats by $2.48M Calix, Inc. (CALX) Analyst/Investor Day April 22, 2026 10:00 AM EDT Company Participants Michael Weening - CEO, President & DirectorShane Eleniak - Chief Product OfficerJohn Durocher - Chief Operations OfficerGavin KeiransBrad MolineCory Sindelar - Chief Financial Officer Conference Call Participants Scott HendrixBradley Moline - Allo Communications, LLCBrian StadingGavin Keirans - Blue Stream Communications, LLCMichael Genovese - Rosenblatt Securities Inc., Research Division Conversation Michael WeeningCEO, President & Director Good morning. Thanks, everyone, for coming. We really appreciate you joining us here on Investor Day 2026 at this incredible time in our company and also in the industry. So that was a video that we showed at Connexions back in October when we were actually on this path to where do we go from a company and how do we actually transform our customers' business. And that's what we're going to talk about today because now it's real and it was accomplished on -- in the end of March. So for today, what we're going to walk through is a number things. First, we're going to walk through our mission in the future. Where is Calix going to go and what's the opportunity ahead? Then we're going to go through that opportunity and identify what do we see here as the advantage for our company? What's the platform innovation that we can deliver to the industry? And then John he's going to come up and he's going to talk about how do we accelerate customer success. Because as we said to our investors day in, day out, our success is predicated on the success of our customers. When they add a subscriber, we win. When they reduce churn, we win. And it's all about how do we invest to help them do that at a faster pace. Then we're going