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Calix Reports Fourth Quarter 2015 Financial Results


/EINPresswire.com/ -- PETALUMA, CA--(Marketwired - February 09, 2016) - Calix, Inc. (NYSE: CALX) today announced unaudited financial results for the fourth quarter ended December 31, 2015. Revenue for the fourth quarter of 2015 was $105.0 million, a decrease of 5.9% compared to $111.6 million for the fourth quarter of 2014.

"Our fourth quarter results were at the upper end of guidance as customer shipments were within expectations," said Carl Russo, Calix, Inc. President and CEO. "Looking back over the quarter and the year, Calix, Inc. introduced AXOS, our new Software Defined Access platform, as well as announced our new products that leverage next generation technology standards such as G.fast and NG-PON2. In 2015 our customers utilized our latest solutions to create a superior broadband experience for their subscribers. We are excited to see this interest strengthen as we move into 2016," added Russo.

The company's non-GAAP net loss for the fourth quarter of 2015 was $1.7 million, or $(0.03) per fully diluted share, compared to a non-GAAP net income of $6.5 million, or $0.13 per fully diluted share, for the fourth quarter of 2014. A reconciliation of GAAP and non-GAAP results is included as part of this release.

"During the quarter, we repurchased $16.1 million worth of common stock via our previously announced $40 million stock buyback authorization," said William Atkins, Calix, Inc. Executive Vice President and CFO. "Given our long-term outlook for the company, we continue to view share repurchases as an attractive investment at current levels," added Atkins.

The GAAP net loss for the fourth quarter of 2015 was $9.5 million, or $(0.19) per basic and diluted share, compared to a GAAP net loss of $3.0 million, or $(0.06) per basic and diluted share, for the fourth quarter of 2014. A reconciliation of our fourth quarter 2015 operating results from non-GAAP to GAAP is provided below:

                                                                            
                                                                            
                                Calix, Inc.                                 
             (Unaudited, in thousands, except per share data)               
                   Three Months Ended December 31, 2015                     
                                                                            
                                      Amortization                          
                                           of        Acquisition-           
                        Stock-Based    Intangible       Related             
             Non-GAAP  Compensation      Assets         Costs        GAAP   
             --------  ------------   ------------   ------------  -------- 
Revenue      $104,999  $          -   $          -   $          -  $104,999 
Cost of                                                                     
 revenue       56,213           160          2,089              -    58,462 
             --------  ------------   ------------   ------------  -------- 
Gross profit   48,786          (160)        (2,089)             -    46,537 
Gross margin     46.5%         (0.2)%         (2.0)%            -%     44.3%
Operating                                                                   
 expenses      50,644         3,052          2,552             24    56,272 
             --------  ------------   ------------   ------------  -------- 
Operating                                                                   
 loss          (1,858)       (3,212)        (4,641)           (24)   (9,735)
Interest and                                                                
 other                                                                      
 income                                                                     
 (expense),                                                                 
 net              346             -              -              -       346 
             --------  ------------   ------------   ------------  -------- 
Loss before                                                                 
 provision                                                                  
 for income                                                                 
 taxes         (1,512)       (3,212)        (4,641)           (24)   (9,389)
Provision                                                                   
 for income                                                                 
 taxes            157             -              -              -       157 
             --------  ------------   ------------   ------------  -------- 
Net loss     $ (1,669) $     (3,212)  $     (4,641)  $        (24) $ (9,546)
             ========  ============   ============   ============  ======== 
Weighted                                                                    
 average                                                                    
 diluted                                                                    
 shares used                                                                
 to compute                                                                 
 net loss                                                                   
 per common                                                                 
 share         50,578        50,578         50,578         50,578    50,578 
             ========  ============   ============   ============  ======== 
Net loss per                                                                
 diluted                                                                    
 share       $  (0.03) $      (0.06)  $      (0.09)  $          -  $  (0.19)
             ========  ============   ============   ============  ======== 
                                                                            
                                                                            

Conference Call

In conjunction with this announcement, Calix will host a conference call at 1:30 p.m. Pacific Time (4:30 p.m. Eastern Time) today to discuss its fourth quarter 2015 financial results. A live audio webcast and replay of the call will be available in the Investor Relations section of the Calix website at http://investor-relations.calix.com.

Live call access information: Dial-in number: (877) 407-4019 (U.S.) or (201) 689-8337 (outside the U.S.)

The conference call and webcast will include forward-looking information.

About Calix

Calix, Inc. (NYSE: CALX) is a global leader in access innovation. Its Unified Access portfolio of broadband communications access systems and software enables communications service providers worldwide to transform their copper- and fiber-based networks and become the broadband provider of choice to their subscribers. For more information, visit the Calix website at www.calix.com

Use of Non-GAAP Financial Information

The Company uses certain non-GAAP financial measures in this press release to supplement its consolidated financial statements, which are presented in accordance with GAAP. These non-GAAP measures include non-GAAP net income (loss) and non-GAAP basic and diluted income (loss) per share. These non-GAAP measures are provided to enhance the reader's understanding of the Company's operating performance as they primarily exclude certain non-cash charges for stock-based compensation and amortization of acquisition-related intangible assets, and non-recurring acquisition-related costs, which the Company believes are not indicative of its core operating results. Acquisition-related costs include legal fees and associated expenses incurred under a pre-existing contract between Occam and its retained advisor in connection with the Occam acquisition. Management believes that the non-GAAP measures used in this press release provide investors with important perspectives into the Company's ongoing business performance and management uses these non-GAAP measures to evaluate financial results and to establish operational goals. The presentation of these non-GAAP measures is not meant to be a substitute for results presented in accordance with GAAP, but rather should be evaluated in conjunction with those GAAP results. A reconciliation of the non-GAAP results to the most directly comparable GAAP results is provided in this press release. The non-GAAP financial measures used by the company may be calculated differently from, and therefore may not be comparable to, similarly titled measures used by other companies.

Forward-Looking Statements

Statements made in this press release and the earnings call referencing the press release that are not statements of historical fact are forward-looking statements. Forward-looking statements are subject to the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements relate to, but are not limited to, the execution of a stock repurchase program. Forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from expectations, including but not limited to the risks described in our 2014 Form 10-K and our quarterly reports on Form 10-Q, each as filed with the SEC and available at www.sec.gov, particularly in the sections titled "Risk Factors." Forward-looking statements speak only as of the date the statements are made and are based on information available to us at the time those statements are made and/or management's good faith belief as of that time with respect to future events. We assume no obligation to update forward-looking statements to reflect actual performance or results, changes in assumptions or changes in other factors affecting forward-looking information, except to the extent required by applicable securities laws. Accordingly, investors should not place undue reliance on any forward-looking statements.

                                                                            
                                                                            
                                Calix, Inc.                                 
              Condensed Consolidated Statements of Operations               
             (Unaudited, in thousands, except per share data)               
                                                                            
                         Three Months Ended         Twelve Months Ended     
                     --------------------------  -------------------------- 
                     December 31,  December 31,  December 31,  December 31, 
                         2015          2014          2015          2014     
                     ------------  ------------  ------------  ------------ 
Revenue              $    104,999  $    111,633  $    407,463  $    401,227 
Cost of revenue:                                                            
  Products and                                                              
   services (1)            56,373        58,104       208,681       215,085 
  Amortization of                                                           
   intangible assets        2,089         2,088         8,353         8,353 
                     ------------  ------------  ------------  ------------ 
    Total cost of                                                           
     revenue               58,462        60,192       217,034       223,438 
                     ------------  ------------  ------------  ------------ 
Gross profit               46,537        51,441       190,429       177,789 
Operating expenses:                                                         
  Research and                                                              
   development (1)         22,829        21,207        89,714        80,311 
  Sales and                                                                 
   marketing (1)           21,165        21,721        78,563        76,283 
  General and                                                               
   administrative                                                           
   (1)                      9,726         8,814        38,454        31,371 
  Amortization of                                                           
   intangible assets        2,552         2,552        10,208        10,208 
                     ------------  ------------  ------------  ------------ 
    Total operating                                                         
     expenses              56,272        54,294       216,939       198,173 
                     ------------  ------------  ------------  ------------ 
Loss from operations       (9,735)       (2,853)      (26,510)      (20,384)
Interest and other                                                          
 income (expense),                                                          
 net:                                                                       
  Interest income             271           643         1,285           729 
  Interest expense           (223)         (632)       (1,144)         (806)
  Other income                                                              
   (expense), net             298           107           571           228 
                     ------------  ------------  ------------  ------------ 
    Total interest                                                          
     and other                                                              
     income                                                                 
     (expense), net           346           118           712           151 
                     ------------  ------------  ------------  ------------ 
Loss before                                                                 
 provision for                                                              
 income taxes              (9,389)       (2,735)      (25,798)      (20,233)
Provision for income                                                        
 taxes                        157           253           535           581 
                     ------------  ------------  ------------  ------------ 
Net loss             $     (9,546) $     (2,988) $    (26,333) $    (20,814)
                     ============  ============  ============  ============ 
Net loss per common                                                         
 share:                                                                     
    Basic and                                                               
     diluted         $      (0.19) $      (0.06) $      (0.51) $      (0.41)
                     ============  ============  ============  ============ 
Weighted average                                                            
 number of shares                                                           
 used to compute net                                                        
 loss per common                                                            
 share:                                                                     
    Basic and                                                               
     diluted               50,578        51,300        51,489        50,808 
                     ============  ============  ============  ============ 
                                                                            
--------------------                                                        
(1) Includes stock-                                                         
 based compensation                                                         
 as follows:                                                                
  Cost of revenue    $        160  $        206  $        709  $      1,120 
  Research and                                                              
   development              1,138         1,363         4,797         5,056 
  Sales and                                                                 
   marketing                  943         1,455         4,712         5,601 
  General and                                                               
   administrative             971           874         3,587         4,240 
                     ------------  ------------  ------------  ------------ 
                     $      3,212  $      3,898  $     13,805  $     16,017 
                     ============  ============  ============  ============ 
                                                                            
                                                                            
                                                                            
                                Calix, Inc.                                 
                Reconciliation of GAAP to Non-GAAP Results                  
             (Unaudited, in thousands, except per share data)               
                                                                            
                          Three Months Ended         Twelve Months Ended    
                      --------------------------  ------------------------- 
                      December 31,  December 31,  December 31, December 31, 
                          2015          2014          2015         2014     
                      ------------  ------------  ------------ ------------ 
GAAP net loss         $     (9,546) $     (2,988) $    (26,333)$    (20,814)
Adjustments to                                                              
 reconcile GAAP net                                                         
 loss tonon-GAAP net                                                        
 income (loss):                                                             
  Stock-based                                                               
   compensation              3,212         3,898        13,805       16,017 
  Amortization of                                                           
   intangible assets         4,641         4,640        18,561       18,561 
  Acquisition-related                                                       
   costs                        24           978           372          978 
                      ------------  ------------  ------------ ------------ 
Non-GAAP net income                                                         
 (loss)               $     (1,669) $      6,528  $      6,405 $     14,742 
                      ============  ============  ============ ============ 
Non-GAAP net income                                                         
 (loss) per common                                                          
 share:                                                                     
  Basic               $      (0.03) $       0.13  $       0.12 $       0.29 
                      ============  ============  ============ ============ 
  Diluted             $      (0.03) $       0.13  $       0.12 $       0.29 
                      ============  ============  ============ ============ 
Weighted average                                                            
 shares used to                                                             
 compute non-GAAP net                                                       
 income (loss) per                                                          
 common share:                                                              
    Basic                   50,578        51,300        51,489       50,808 
                      ============  ============  ============ ============ 
    Diluted (1)             50,578        52,047        52,038       51,450 
                      ============  ============  ============ ============ 
                                                                            
(1) Includes the dilutive effect of outstanding stock options, restricted   
    stock units and ESPP.                                                   
                                                                            
                                                                            
                                                                            
                                Calix, Inc.                                 
                   Condensed Consolidated Balance Sheets                    
                         (Unaudited, in thousands)                          
                                                                            
                                                 December 31,  December 31, 
                                                     2015          2014     
                                                 ------------  ------------ 
ASSETS                                                                      
Current assets:                                                             
  Cash and cash equivalents                      $     23,626  $     48,829 
  Marketable securities                                49,964        62,850 
  Restricted cash                                           -           295 
  Accounts receivable, net                             47,155        30,744 
  Inventory                                            47,667        46,753 
  Deferred cost of revenue                              4,918         5,080 
  Prepaid expenses and other current assets             9,470        12,936 
                                                 ------------  ------------ 
    Total current assets                              182,800       207,487 
  Property and equipment, net                          17,149        20,144 
  Goodwill                                            116,175       116,175 
  Intangible assets, net                                6,618        25,179 
  Other assets                                          1,144         1,236 
                                                 ------------  ------------ 
    Total assets                                 $    323,886  $    370,221 
                                                 ============  ============ 
LIABILITIES AND STOCKHOLDERS' EQUITY                                        
Current liabilities:                                                        
  Accounts payable                               $     19,603  $     23,629 
  Accrued liabilities                                  35,512        39,443 
  Deferred revenue                                     12,124        12,722 
                                                 ------------  ------------ 
    Total current liabilities                          67,239        75,794 
  Long-term portion of deferred revenue                19,569        19,393 
  Other long-term liabilities                           1,293         2,443 
                                                 ------------  ------------ 
    Total liabilities                                  88,101        97,630 
                                                 ------------  ------------ 
  Stockholders' equity:                                                     
  Common stock                                          1,326         1,291 
  Additional paid-in capital                          818,754       801,810 
  Accumulated other comprehensive income (loss)          (195)           80 
  Accumulated deficit                                (556,923)     (530,590)
  Treasury stock                                      (27,177)            - 
                                                 ------------  ------------ 
    Total stockholders' equity                        235,785       272,591 
                                                 ------------  ------------ 
    Total liabilities and stockholders' equity   $    323,886  $    370,221 
                                                 ============  ============ 
                                                                            
                                                                            
                                                                            
                                Calix, Inc.                                 
              Condensed Consolidated Statements of Cash Flows               
                         (Unaudited, in thousands)                          
                                                                            
                                                    Twelve Months Ended     
                                                 -------------------------- 
                                                 December 31,  December 31, 
                                                     2015          2014     
                                                 ------------  ------------ 
Operating activities:                                                       
  Net loss                                       $    (26,333) $    (20,814)
  Adjustments to reconcile net loss to net cash                             
   provided by (used in) operating activities:                              
    Depreciation and amortization                      10,262         9,263 
    Loss on retirement of property and equipment           24            50 
    Amortization of intangible assets                  18,561        18,561 
    Amortization of premiums relating to                                    
     available-for-sale securities                        907           574 
    Gain on sale of available-for-sale                                      
     securities                                             -            (1)
    Stock-based compensation                           13,805        16,017 
    Changes in operating assets and liabilities:                            
      Restricted cash                                     295             - 
      Accounts receivable, net                        (16,411)       12,776 
      Inventory                                          (915)        4,319 
      Deferred cost of revenue                            162        15,996 
      Prepaid expenses and other assets                 2,889        (5,908)
      Accounts payable                                 (4,021)          467 
      Accrued liabilities                              (3,781)        7,440 
      Deferred revenue                                   (422)      (21,178)
      Other long-term liabilities                        (363)          513 
                                                 ------------  ------------ 
        Net cash provided by (used in) operating                            
         activities                                    (5,341)       38,075 
                                                 ------------  ------------ 
Investing activities:                                                       
  Purchases of property and equipment                  (7,278)      (11,961)
  Purchases of marketable securities                  (60,002)      (67,698)
  Sales of marketable securities                            -           615 
  Maturities of marketable securities                  71,945         3,600 
                                                 ------------  ------------ 
        Net cash provided by (used in) investing                            
         activities                                     4,665       (75,444)
                                                 ------------  ------------ 
Financing activities:                                                       
  Proceeds from exercise of stock options                 638         1,668 
  Proceeds from employee stock purchase plan            4,888         4,627 
  Payments for repurchases of common stock            (27,177)            - 
  Taxes paid for awards vested under equity                                 
   incentive plans                                     (2,352)       (2,720)
  Payments for debt issuance costs                       (138)            - 
                                                 ------------  ------------ 
        Net cash provided by (used in) financing                            
         activities                                   (24,141)        3,575 
                                                 ------------  ------------ 
Effect of exchange rate changes on cash and cash                            
 equivalents                                             (386)         (124)
                                                 ------------  ------------ 
Net decrease in cash and cash equivalents             (25,203)      (33,918)
Cash and cash equivalents at beginning of period       48,829        82,747 
                                                 ------------  ------------ 
Cash and cash equivalents at end of period       $     23,626  $     48,829 
                                                 ============  ============ 

Investor Inquiries:

Thomas J. Dinges, CFA
408-474-0080
Tom.Dinges@calix.com


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