Revenue Growth Forecast

Remaining performance obligations increased 11 % year‑over‑year to $386.4 million, driven by 14 new service‑provider customers and broader adoption of recurring offerings. For Q3 2026, Calix projected revenue of $301–$307 million—approximately 4 % sequential growth—and adjusted EPS of $0.37–$0.45, aligning with earlier guidance of 15 %–20 % revenue growth for 2026 and 15 % growth targets for 2027 and 2028, underpinned by software re‑acceleration and BEAD activity.