What is Calix's deferred revenue?

Calix (CALX) reported deferred revenue of $30.8M in Q1 2026.

How has Calix's deferred revenue changed year-over-year?

Calix's deferred revenue increased by 4.5% year-over-year, from $29.48M to $30.8M.

What is the long-term trend for Calix's deferred revenue?

Over 5 years (2020 to 2025), Calix's deferred revenue has grown at a 9.6% compound annual growth rate (CAGR), from $19.19M to $30.39M.

What does deferred revenue mean?

Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.

Calix CALX Deferred Revenue

Deferred Revenue at other companies

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$20.89B+1.4%

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$2.3B+15.8%

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$312.52M+12.9%

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$257.37M+3.5%

CelesticaCLS

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Other financials

Income statement

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Revenue$280.0M+27.1%

Gross profit$159.3M+29.8%

Operating income$12.7M+309%

Net income$11.2M+334%

EPS (diluted)$0.16+329%

Balance sheet

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Cash & equivalents$54.6M+29.1%

Total debt$14.7M+109%

Total equity$738.0M-3.8%

Total assets$951.4M+3.7%

Cash flow

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Operating cash flow$14.6M-15.0%

CapEx$8.1M+88.4%

Free cash flow$6.5M-49.5%

Valuation

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Market cap$2.32B+34.0%

Enterprise value$2.28B+34.3%

P/E68.5×—

P/S2.2×+0.1×

Profitability

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Gross margin57.1%+2.1pp

Operating margin3.8%+2.3pp

Net margin3.2%+2.0pp

FCF margin10.3%+4.0pp

Returns & leverage

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Return on equity4.5%+3.0pp

Debt / equity0×0.0×

Current ratio3.3×-1.3×

Where this comes from

Reported directly by Calix in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiabilityCurrent.

The official record: Calix’s 10-Q, filed April 22, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Calix's deferred revenue?: Calix (CALX) reported deferred revenue of $30.8M in Q1 2026.
How has Calix's deferred revenue changed year-over-year?: Calix's deferred revenue increased by 4.5% year-over-year, from $29.48M to $30.8M.
What is the long-term trend for Calix's deferred revenue?: Over 5 years (2020 to 2025), Calix's deferred revenue has grown at a 9.6% compound annual growth rate (CAGR), from $19.19M to $30.39M.
What does deferred revenue mean?: Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.