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Michael Weening

Chief Executive Officer, President & Director, Calix

Search every verified Michael Weening interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Michael Weening, President and CEO of Calix, discussed the company’s second quarter 2026 results during an earnings call on July 22, 2026. He stated that customers who signed up during the quarter ranged from early adopters to late majority, which he characterized as indicating a significant shift toward an agent workforce cloud-enabled model across Calix’s customer base. Weening also said that every business leader must have an AI strategy or face risk, and he described Calix as an “easy button” for customers seeking to deploy AI effectively, citing the company’s 15-year track record, secure approach, and predictable delivery. During the call, Weening also addressed competitive dynamics in the broadband market, suggesting that satellite internet providers like Starlink and Amazon may capture 5 to 10% of the market. He argued that service providers offering strong customer experiences—such as outdoor Wi-Fi, high speeds, and security features—would retain customers even if competitors offered cheaper services at a loss. Additionally, Weening discussed the use of open-source AI models for Calix’s workflows, noting that the gap between frontier and open-source models is small for the company’s defined use cases, which do not require complex or creative tasks.

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