Calix, Inc. (CALX) Q3 2025 Earnings Call Transcript

Nancy Fazioli
Vice President of Investor Relations

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Michael Weening
CEO, President & Director

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Cory Sindelar
Chief Financial Officer

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Scott Searle
ROTH Capital Partners, LLC, Research Division

” Roth Capital Partners

George Notter

” Wolfe Research

Christian Schwab
Craig-Hallum Capital Group LLC, Research Division

” Craig Hallum

Timothy Savageaux
Northland Capital Markets, Research Division

” Northland Capital Markets

Ryan Koontz
Needham & Company, LLC, Research Division

” Needham & Company

Operator

Greetings, everyone, and welcome to the Calix Third Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.

It is now my pleasure to introduce your host, Nancy Fazioli, Vice President of Investor Relations. Thank you, Nancy. Please go ahead.

Nancy Fazioli
Vice President of Investor Relations

Thank you, Latanya, and good morning, everyone. Thank you for joining our third quarter 2025 earnings call. Today on the call, we have President and CEO, Michael Weening; and Chief Financial Officer, Cory Sindelar.

As a reminder, yesterday after the market closed, Calix issued a news release, which was furnished on a Form 8-K, along with our stockholder letter and was also posted in the Investor Relations section of the Calix website. Today’s conference call will be available for webcast replay in the Investor Relations section of our website.

Before I turn