Calix, Inc. (CALX) Analyst/Investor Day Prepared Remarks Transcript

Operator

Good morning, and welcome back to ConneXions ’26. Please welcome President and CEO of Calix, Michael Weening.

Michael Weening
CEO, President & Director

Good morning. How awesome is it to walk up to that, all of your successes, the things that you’re doing every single day, congratulations. It’s absolutely incredible. And so we kick off the third day, our last day. Have a great time last night. I heard everyone loved it. Yes. Yes. Lots of great feedback, awesome.

And as I said yesterday, the theme, if we’re going to put one slide up, this is it. There is no version of the future where AI is optional. None. And so as you contemplate this, you really need to think about what are you going to do as you leave today to take big steps forward. What are you going to change? Because now is the time. We’ve set it in place so that you can launch quickly, but you have to embrace change. You have to be embraced that the past is the past, I need to go to a different place. And I need to go to a different place fast and I need to go hard because what got you here won’t get you there because this thing is going to change.

And it’s funny this morning reading the news. Again, there’s all this great stuff that’s happening. But this is what I

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