Michael Weening
CEO, President & Director

Good morning. Thanks, everyone, for coming. We really appreciate you joining us here on Investor Day 2026 at this incredible time in our company and also in the industry.

So that was a video that we showed at Connexions back in October when we were actually on this path to where do we go from a company and how do we actually transform our customers' business. And that's what we're going to talk about today because now it's real and it was accomplished on -- in the end of March. So for today, what we're going to walk through is a number things. First, we're going to walk through our mission in the future. Where is Calix going to go and what's the opportunity ahead? Then we're going to go through that opportunity and identify what do we see here as the advantage for our company? What's the platform innovation that we can deliver to the industry? And then John he's going to come up and he's going to talk about how do we accelerate customer success. Because as we said to our investors day in, day out, our success is predicated on the success of our customers. When they add a subscriber, we win. When they reduce churn, we win. And it's all about how do we invest to help them do that at a faster pace.

Then we're going