Earnings summaries and quarterly performance for MAXLINEAR.
Executive leadership at MAXLINEAR.
Board of directors at MAXLINEAR.
Research analysts who have asked questions during MAXLINEAR earnings calls.
David Williams
The Benchmark Company
8 questions for MXL
Also covers: ALMU, AOSL, AP +20 more
Christopher Rolland
Susquehanna Financial Group
7 questions for MXL
Also covers: ADI, AMBA, AVGO +20 more
QB
Quinn Bolton
Needham & Company, LLC
7 questions for MXL
Also covers: ALAB, ALGM, AMBA +22 more
Tim Savageaux
Northland Capital Markets
6 questions for MXL
Also covers: AAOI, ADTN, AIRG +19 more
Tore Svanberg
Stifel Financial Corp.
6 questions for MXL
Also covers: ADI, ALAB, AMBA +15 more
AB
Ananda Baruah
Loop Capital Markets LLC
5 questions for MXL
Also covers: BURU, CRUS, DDD +15 more
Karl Ackerman
BNP Paribas
5 questions for MXL
Also covers: ALAB, ANET, AVGO +16 more
RS
Richard Shannon
Craig-Hallum Capital Group LLC
4 questions for MXL
Also covers: AEVA, ALAB, AMBA +21 more
Ross Seymore
Deutsche Bank
4 questions for MXL
Also covers: ADI, ALAB, AMBA +15 more
SD
Sujeeva De Silva
Roth MKM
3 questions for MXL
Also covers: ACMR, AEVA, ALAB +16 more
SD
Suji Desilva
ROTH MKM
3 questions for MXL
Also covers: ACMR, AEVA, AKTS +18 more
Alek Valero
Loop Capital Markets
2 questions for MXL
Also covers: CEVA, CRUS, DDD +6 more
Joe Quatrochi
Wells Fargo
2 questions for MXL
Also covers: AEIS, ALGM, AMAT +13 more
Sam Feldman
BNP Paribas
2 questions for MXL
Also covers: SWKS
TS
Torey Svanberg
Stifel
2 questions for MXL
Jeremy Kwan
Stifel
1 question for MXL
Also covers: AOSL, INSG, POWI +1 more
SF
Samuel Feldman
BNP Paribas Asset Management
1 question for MXL
Recent press releases and 8-K filings for MXL.
MaxLinear Discusses Strong Infrastructure Growth and Financial Targets at Conference
MXL
Revenue Acceleration/Inflection
Guidance Update
Share Buyback
- MaxLinear's infrastructure business is a primary growth driver, having grown 30% in 2025 and projected to grow north of 60% in 2026, becoming the company's largest segment.
- The PAM4 DSP business (data center) is expected to double, with guidance for $110 million-$130 million in 2026, primarily driven by 800G products, and the company aspires to achieve 20%-25% market share in this segment.
- The Panther storage accelerator product is projected to reach approximately $40 million in 2026, up from $10-$20 million in 2025, with potential to double again in 2027.
- The company aims for target financial model of 65% gross margins and 35%+ operating margins, expecting gross margins to end 2026 above 60% and operating margins to return to 25%-30% within 12-24 months.
- MaxLinear's board authorized a $75 million share repurchase program, with $20 million already purchased in the last quarter, reflecting confidence in the business.
5 days ago
MaxLinear Discusses Growth Drivers and Financial Outlook at Cantor Fitzgerald Conference
MXL
Revenue Acceleration/Inflection
Guidance Update
Share Buyback
- MaxLinear's infrastructure business is a primary growth driver, projected to grow over 60% in 2026 after 30% growth in 2025, with the PAM4 DSP market for data centers expected to generate $110 million-$130 million in 800 gig revenues in 2026. The broadband business, which grew 70% in 2025, anticipates a softer first half in 2026 before a ramp in the second half driven by DOCSIS 4.0 upgrades, offering a 40% ASP increase, and new PON business.
- The company's storage accelerator (Panther) is expected to double revenues to approximately $40 million in 2026, targeting a $500 million to $1 billion market opportunity.
- MaxLinear aims for 65% gross margins and 35%+ operating margins, with gross margins expected to improve due to the infrastructure mix shift and operating margins projected to reach 25%-30% within 12-24 months. Additionally, the board authorized a $75 million share repurchase program in mid-Q4 2025, with $20 million purchased in Q4 2025, reflecting confidence in the business.
5 days ago
MaxLinear Highlights Strong Infrastructure Growth and Financial Targets at Cantor Fitzgerald Conference
MXL
Revenue Acceleration/Inflection
Guidance Update
Share Buyback
- MaxLinear's infrastructure business is a primary growth driver, with analysts projecting over 60% growth in 2026 following 30% growth in 2025, driven by PAM4 DSPs and storage accelerators.
- The 800 gig PAM4 DSP business is guided to $110 million-$130 million for 2026, with the company targeting 20%-25% market share in the upcoming 1.6T market.
- The Panther storage accelerator product is expected to double its 2025 revenue of $10-$20 million to approximately $40 million in 2026, with further doubling potential in 2027.
- MaxLinear anticipates gross margins to exceed 60% by the end of 2026 due to a favorable mix shift, and operating margins are projected to reach 25%-30% within the next 12-24 months.
- The company initiated a $75 million share repurchase program in Q4 2025, purchasing $20 million in that quarter, signaling confidence in the business.
5 days ago
MaxLinear Reports Strong Q4 2025 Results and Positive 2026 Outlook
MXL
Earnings
Guidance Update
Revenue Acceleration/Inflection
- MaxLinear reported Q4 2025 revenue of $136.4 million, an 8% sequential increase and 48% year-over-year growth from Q4 2024, contributing to 30% revenue growth for the full year 2025.
- The company provided Q1 2026 revenue guidance between $130 million and $140 million.
- Infrastructure revenue grew 76% year-over-year in Q4 2025 and is expected to become the single largest contributor to overall revenues in 2026. The Keystone PAM4 DSP family is projected to generate $100-$130 million in revenue in 2026.
- MaxLinear repurchased $20 million of common stock in Q4 2025 and ended the quarter with $101.4 million in cash, following a $75 million buyback authorization.
- The company anticipates solid overall growth in 2026, driven by new design wins, though broadband revenue is expected to decline due to the DOCSIS 4.0 transition.
Jan 29, 2026, 9:30 PM
MaxLinear Reports Strong Q4 2025 Results and Provides Q1 2026 Guidance
MXL
Earnings
Guidance Update
Share Buyback
- MaxLinear reported Q4 2025 revenue of $136.4 million, marking a 48% increase from Q4 2024 and contributing to 30% revenue growth for the full year 2025.
- The company issued Q1 2026 revenue guidance between $130 million and $140 million, anticipating growth in infrastructure but seasonal declines in broadband, connectivity, and industrial multi-market.
- The infrastructure category is projected to be the single largest contributor to overall revenues in 2026, with the Keystone PAM4 DSP family alone expected to generate $100-$130 million and Panther Hardware Storage Accelerator revenue anticipated to at least double compared to 2025.
- MaxLinear repurchased $20 million of its common stock in Q4 2025, as part of a $75 million authorized buyback, reflecting confidence in sustained growth and cash flow improvement.
Jan 29, 2026, 9:30 PM
MaxLinear Announces Q4 2025 Financial Results and Q1 2026 Guidance
MXL
Earnings
Guidance Update
Revenue Acceleration/Inflection
- MaxLinear reported Q4 2025 revenue of $136.4 million, an increase of 48.0% from Q4 2024, with full-year 2025 revenue reaching $467.6 million, up 29.7% from FY 2024.
- For Q4 2025, GAAP diluted loss per share was $(0.17) and non-GAAP diluted earnings per share was $0.19.
- The company generated $10.4 million in cash from operations in Q4 2025 and repurchased $20.0 million of common stock.
- Infrastructure revenue grew 79% in Q4 2025 and 30% in FY 2025, driven by strong growth in optical and wireless infrastructure.
- MaxLinear provided Q1 2026 revenue guidance between $130 million and $140 million.
Jan 29, 2026, 9:30 PM
MaxLinear Reports Strong Q4 2025 Results and Provides Q1 2026 Guidance
MXL
Earnings
Guidance Update
Share Buyback
- MaxLinear reported Q4 2025 revenue of $136.4 million, an 8% increase sequentially and a 48% increase year-over-year. For the full year 2025, the company achieved 30% revenue growth.
- The company provided Q1 2026 revenue guidance between $130 million and $140 million.
- Infrastructure revenue grew 76% year-over-year in Q4 2025 and is projected to become the single largest contributor to overall revenues in 2026. The Keystone PAM4 DSP family is expected to generate $100-$130 million in revenue in 2026, and storage accelerator revenue is anticipated to at least double in 2026 versus 2025.
- MaxLinear repurchased $20 million of its common stock in Q4 2025, following the board's authorization of a $75 million share buyback.
Jan 29, 2026, 9:30 PM
MaxLinear, Inc. Announces Fourth Quarter and Fiscal Year 2025 Financial Results
MXL
Earnings
Revenue Acceleration/Inflection
Share Buyback
- MaxLinear, Inc. reported Q4 2025 net revenue of $136.4 million, an 8% sequential increase and 48% year-over-year increase, and fiscal year 2025 net revenue of $467.6 million, up 30% over fiscal year 2024.
- For Q4 2025, the company reported a GAAP diluted loss per share of $0.17 and non-GAAP diluted earnings per share of $0.19. For the full fiscal year 2025, the GAAP diluted loss per share was $1.58 and non-GAAP diluted earnings per share was $0.31.
- MaxLinear provided Q1 2026 net revenue guidance of approximately $130 million to $140 million.
- During Q4 2025, the company repurchased $20 million of its common stock.
Jan 29, 2026, 9:05 PM
MaxLinear Announces Strong Q4 and Fiscal Year 2025 Financial Results
MXL
Earnings
Guidance Update
Share Buyback
- MaxLinear reported Q4 2025 net revenue of $136.4 million, an increase of 48% year over year, and fiscal year 2025 net revenue of $467.6 million, up 30% over fiscal year 2024.
- For Q4 2025, non-GAAP diluted earnings per share was $0.19, compared to a loss per share of $0.09 in the year-ago quarter, and fiscal year 2025 non-GAAP diluted earnings per share was $0.31, up from a loss of $0.90 in fiscal 2024.
- The company provided first quarter 2026 net revenue guidance of $130 million to $140 million.
- MaxLinear repurchased $20 million of its common stock during the fourth quarter of 2025.
- Net cash flow provided by operating activities for fiscal year 2025 was $19.6 million, a significant improvement from net cash flow used in operations of $45.3 million in fiscal 2024.
Jan 29, 2026, 9:05 PM
MaxLinear discusses growth drivers, financial outlook, and strategic initiatives at Needham Growth Conference
MXL
Guidance Update
Revenue Acceleration/Inflection
Share Buyback
- MaxLinear's data center DSP business is projected to reach $60-70 million in calendar 2025 and over $100 million in 2026, driven by products like the new Keystone for 800G.
- The broadband business is expected to recover in 2026, with DOCSIS 4.0 shipments increasing in 2026 and 2027 (offering 40%+ higher ASPs than DOCSIS 3.1) and a significant PON gateway win ramping in late Q1/Q2 2026.
- The company anticipates gross margins to improve, aiming to end 2026 starting with a six instead of a five, and plans to grow operating expenses at about half the rate of top-line revenue to achieve operating leverage.
- MaxLinear announced a $75 million share buyback in November (presumably 2025) and expects a resolution to the Silicon Motion arbitration mid-year 2026.
Jan 13, 2026, 1:45 PM
Quarterly earnings call transcripts for MAXLINEAR.
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