Calix (CALX) Q2 FY26 earnings call

Calix delivered a strong Q2 FY26, driven by the first full quarter of its AI-native platform, Calix One, which led to record RPOs and software revenue. The company is focused on leveraging AI for both customer value and internal operating efficiency, navigating memory cost headwinds with a gross-profit-neutral surcharge program. Management expressed confidence in continued demand and software growth acceleration, with a clear path to higher software margins.