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Samuel Feldman

**Managing Director and Senior Equity Research Analyst** at BNP Paribas Asset Management

Samuel Feldman is a **Managing Director and Senior Equity Research Analyst** at BNP Paribas Asset Management, specializing in the consumer and retail sectors. He covers companies in these areas and has demonstrated expertise through detailed inquiries on business performance, such as Android revenue growth and tariff impacts at firms like Skyworks. Feldman joined BNP Paribas in a senior analyst role, building on prior experience in equity research, though specific previous firms and start dates are not detailed in available records; his professional credentials include advanced expertise in sector analysis without noted FINRA registrations or licenses.

Samuel Feldman's questions to MAXLINEAR (MXL) leadership

Question · Q4 2025

Samuel Feldman asked about MaxLinear's biggest opportunities to gain market share in 2026. He also sought more color on the scale-up opportunities within the data center.

Answer

Kishore Seendripu (CEO) identified the primary market share opportunities in order of value and growth as optical transceivers, storage accelerators, PON market revenue increases, and wireless infrastructure growth. For scale-up opportunities, he noted it's a concentrated but significant opportunity inside the rack, encompassing PAM4 interconnects, PAM4 Ethernet retimers (to be announced at OFC), and CPU opportunities, emphasizing its very early stages.

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