Calix Says AI-Native Platform Is Ready for Production After Completing Customer Migration
Calix used its latest earnings call to signal a shift from building AI capabilities to deploying them, saying its AI-native platform is now available across its customer base.
Broadband platform provider Calix said it has completed migrating its existing customers to the third generation of its cloud platform, a milestone the company says enables deployment of its AI-native platform and Agent Workforce capabilities across broadband service providers.
President and CEO Michael Weening announced the milestone during the company's second-quarter earnings call on July 20, saying customers using Calix One can now begin using AI capabilities built into the platform.
"The impact of AI will now start contributing to our customers' success by helping them transform their operations, allowing their teams to add capacity and capability with AI, and accelerate experiences that they need to differentiate in the markets they serve," Weening said.
The announcement follows work that began more than two years ago. During Calix's first-quarter earnings call in April, executives said the migration to its Google Cloud-based platform had been completed and that the company was accelerating AI functionality within Calix One.
AI investment moves into deployment
Weening said more than 1,200 customers are now running on the AI-native platform. Chief Financial Officer Cory Sindelar said second-quarter operating expenses include additional investment to "expedite AI functionality and enhancements to the Calix One platform."
The company has positioned Agent Workforce as part of Calix One, allowing broadband providers to use AI across customer service, marketing, network operations, and other business functions.
Additional details on the platform roadmap were presented during Calix's Investor Day.
Enterprise software vendors have increasingly embedded AI into existing platforms instead of launching standalone products, including across customer service, operations, and workflow automation.
Earnings highlight software strategy
Calix reported second-quarter revenue of $293.3 million, up 21% from a year earlier, and raised its full-year outlook to approximately 20% revenue growth.
AI remained a recurring topic throughout the earnings call. Asked how Calix differentiates itself, Sindelar said the company competes through "automation and intelligence and subscriber experience" after deployment.
Weening also described Calix One as an "AI-native agentic-ready platform" designed to help broadband providers improve operations, customer engagement, and workforce productivity.
The company did not announce a new AI product or service. Instead, executives used the earnings call to tell investors that the infrastructure supporting those capabilities is now in place across its existing customer base.
Key Takeaways
- Calix's AI-native platform is now fully deployed across its customer base, enhancing operational capabilities.
- Over 1,200 customers have migrated to the updated platform, enabling advanced AI functionalities.
- Investment in AI functionality will expedite enhancements to the Calix One platform for better market differentiation.
- AI capabilities are integrated into various business functions, including customer service and network operations.
- Calix positions itself among enterprise software vendors embedding AI into existing platforms for broader applications.