AI‑Driven Platform Expansion

Strategically, the company is embedding AI‑native capabilities across its Calix One platform, including Agent Workforce Cloud, intelligent automation, and cloud‑based applications, to automate marketing, customer support, and network operations. More than 1,200 customers deployed the platform; Agent Workforce Cloud sign‑ups tripled, and the migration to a single cloud improved margins. A memory surcharge program has been launched to recover incremental component costs without eroding long‑term gross profit, although rising memory component costs, pricing dynamics, and ongoing AI investment remain a margin pressure. Broadband portfolio expands with Wi‑Fi 7 and 50 G‑PON support to increase capacity without rebuilding fiber.