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Calix, Inc. (CALX) Presents at J.P. Morgan 54th Annual Gl...
2026-05-20 · via All Articles on Seeking Alpha

Calix, Inc. (CALX) J.P. Morgan 54th Annual Global Technology, Media and Communications Conference May 19, 2026 4:15 PM EDT

Company Participants

Cory Sindelar - Chief Financial Officer

Presentation

Unknown Analyst

Good afternoon, everyone. For the next section, we have Calix CFO, Cory Sindelar. Cory, thank you for being here. Appreciate the time spending with us.

Question-and-Answer Session

Unknown Analyst

So maybe just starting off, the migration to Calix 3.0 was clearly a massive undertaking, and congratulations on getting it done. Now that we're on the other side of this and customers are seeing what the AI native platform can do, how are those early conversations going about Calix One adoption?

Cory Sindelar
Chief Financial Officer

Yes. So about 1.5 years ago, we made a determination that we needed to re-architect the platform. And so that culminated in the first quarter where we migrated off of AWS onto Google platform. And the benefit of us moving to Google platform was not only to improve the scalability of the platform in terms of cost, but it gives us the ability to enter into some new markets. Part of which was to help us to do a private cloud to go into large customers to go international, but it also enabled us to bring AI functionality into the platform and bring automated workflows to the service provider marketplace. And so that's what just happened.

So in March, we finished the migration from AWS to GCP. And as you know, we release our software every 91 days on the second Tuesday of the second month, which happened to be last week. So we've done our first major release with the new cloud platform, and we are now at that point, engaging with the early customers, those that had already bought the 3 clouds from Calix. And I kind of joke around