Calix Inc (CALX) Q3 2026 Earnings Call Highlights: Record Revenue and Software Growth Amid ...
Published . Updated .
Key takeaways
- Calix Inc (CALX) posted record revenue of $302 million and record software and service revenue of $52 million, while flagging rising memory costs and a volatile supply environment heading into 2027.
- Exposed: IGV, MSFT, ORCL, CRM, PLTR
- Market reaction: price tracking starts with the next trading session.
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Calix Inc (CALX) posted record revenue of $302 million and record software and service revenue of $52 million, while flagging rising memory costs and a volatile supply environment heading into 2027.
Directly affected
- CALX Calix-6.2% 30d
Named in this report.
Indirectly affected
- IGV iShares Expanded Tech-Software ETF+7.2% 7d
iShares Expanded Tech-Software ETF: it holds software companies. Linked by “software” (software) in this story.
- MSFT Microsoft+4.0% 30d
Microsoft (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story.
- ORCL Oracle-9.5% 30d
Oracle (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story.
- CRM Salesforce-6.5% 30d
Salesforce (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story.
- PLTR Palantir Technologies-8.6% 30d
Palantir Technologies (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| CALX | +14.75% | +10.81% | base | after close | after close | after close | after close |
| IGV | +8.99% | +1.60% | base | after close | after close | after close | after close |
| MSFT | +2.19% | +0.22% | base | after close | after close | after close | after close |
| ORCL | +14.32% | +3.54% | base | after close | after close | after close | after close |
| CRM | +9.10% | +3.13% | base | after close | after close | after close | after close |
| PLTR | +12.28% | +5.00% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Calix Inc (CALX) Q3 2026 Earnings Call Highlights: Record Revenue and Software Growth Amid ... Yahoo Finance
Source: Yahoo Finance
Price since this story was published: Ishares Tr (IGV)
| Company | When | Move | Status |
|---|---|---|---|
| CALX | three days earlier | +10.81% | final price |
| CALX | five days earlier | +14.75% | final price |
| Salesforce (CRM) | three days earlier | +3.13% | final price |
| Salesforce (CRM) | five days earlier | +9.10% | final price |
| Ishares Tr (IGV) | three days earlier | +1.60% | final price |
| Ishares Tr (IGV) | five days earlier | +8.99% | final price |
| Microsoft (MSFT) | three days earlier | +0.22% | final price |
| Microsoft (MSFT) | five days earlier | +2.19% | final price |
| Oracle (ORCL) | three days earlier | +3.54% | final price |
| Oracle (ORCL) | five days earlier | +14.32% | final price |
| Palantir Technologies (PLTR) | three days earlier | +5.00% | final price |
| Palantir Technologies (PLTR) | five days earlier | +12.28% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Pete Sessions sold Microsoft (MSFT) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 33 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Lisa McClain bought Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 35 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael Rulli sold Microsoft (MSFT), worth $1,001 - $15,000 on 28 Sep 2026. That is 37 days before publication. Filed 2 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 35 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a dependent child), worth $1,001 - $15,000 on 30 Sep 2026. That is 35 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Salesforce (CRM), worth $1,001 - $15,000 on 24 Sep 2026. That is 41 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Salesforce (CRM), worth $15,001 - $50,000 on 17 Aug 2026. That is 79 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Tony Wied bought Salesforce (CRM) (jointly held), worth $15,001 - $50,000 on 14 Aug 2026. That is 82 days before publication. Filed 2 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $1,001 - $15,000 on 24 Aug 2026. That is 72 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $50,001 - $100,000 on 17 Aug 2026. That is 79 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $1,001 - $15,000 on 10 Aug 2026. That is 86 days before publication. Filed 8 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Ishares Tr (IGV)
Companies carried with this story
- IGV Ishares Tr
In “Calix Inc (CALX) Q3 2026 Earnings Call Highlights: Record Revenue and Software Growth Amid ...,” Ishares Tr (IGV) is linked, with no stored direction, medium confidence. Reason on file: iShares Expanded Tech-Software ETF: it holds software companies. Linked by “software” (software) in this story
- MSFT Microsoft
For “Calix Inc (CALX) Q3 2026 Earnings Call Highlights: Record Revenue and Software Growth Amid ...,” Microsoft (MSFT) is linked, with no stored direction, medium confidence. Reason on file: Microsoft (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story
- ORCL Oracle
In “Calix Inc (CALX) Q3 2026 Earnings Call Highlights: Record Revenue and Software Growth Amid ...,” Oracle (ORCL) is linked, with no stored direction, medium confidence. Reason on file: Oracle (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story
- CRM Salesforce
For “Calix Inc (CALX) Q3 2026 Earnings Call Highlights: Record Revenue and Software Growth Amid ...,” Salesforce (CRM) is linked, with no stored direction, medium confidence. Reason on file: Salesforce (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story
- PLTR Palantir Technologies
Palantir Technologies (PLTR) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Calix Inc (CALX) Q3 2026 Earnings Call Highlights: Record Revenue and Software Growth Amid ....” Reason on file: Palantir Technologies (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story
Ishares Tr (IGV)
The 4 Nov 2026 story “Calix Inc (CALX) Q3 2026 Earnings Call Highlights: Record Revenue and Software Growth Amid ...” names Ishares Tr (IGV) because of this story.
For Ishares Tr (IGV), the reason on file says iShares Expanded Tech-Software ETF: it holds software companies. Linked by “software” (software) in this story
A second company, Microsoft (MSFT), is listed for a different reason: Microsoft (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story
Price levels for Ishares Tr (IGV)
IGV traded between 108.83 and 112.61 across 4 sessions. The latest close on file is 112.59. MSFT traded between 505.00 and 551.08 across 20 sessions. The latest close on file is 520.81. ORCL traded between 118.43 and 148.43 across 20 sessions. The latest close on file is 126.22.
What the saved facts support for Ishares Tr (IGV)
40 out of 100
“Calix Inc (CALX) Q3 2026 Earnings Call Highlights: Record Revenue and Software Growth Amid ...” scores 40 out of 100. The score uses 1 sources, and 5 linked companies.