MXL
MaxLinear, Inc.17.14
-0.06-0.35%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
1.50BP/E (TTM)
-Basic EPS (TTM)
-2.09Dividend Yield
0%Recent Filings
8-K
8-K
MaxLinear Q3 revenue jumps 56%
MaxLinear reported Q3 2025 net revenue of $126.5 million, surging 16% sequentially and 56% year-over-year, driven by investments in data center optical interconnects and wireless infrastructure. Non-GAAP operating income hit 12% of revenue, up from 7% last quarter, while GAAP losses narrowed to 33% amid restructuring charges. Revenue beat guidance mid-point. Q4 outlook projects $130-140 million, signaling sustained growth amid semiconductor volatility.
10-Q
Q3 FY2025 results
MaxLinear's Q3 revenue surged 56% year-over-year to $126.5 million, fueled by broadband and infrastructure demand, while nine-month sales climbed 23% to $331.2 million; gross margins expanded to 57% from 54% thanks to lower amortization. Operating losses narrowed sharply to $41.3 million from $66.7 million in the quarter, with nine-month losses at $112.0 million versus $182.2 million last year, driven by restructuring efficiencies and reduced R&D spend. Diluted EPS improved to -$0.52 from -$0.90, reconciling to 87.2 million shares with anti-dilution from 4.5 million options. Cash flow turned positive at $9.2 million for nine months, ending with $111.9 million in cash against $123.5 million debt due June 2028 at ~7% rate; free cash flow not disclosed in the 10-Q. No M&A or impairments noted. Ongoing litigation over the terminated Silicon Motion merger poses a key risk, potentially draining resources.
10-Q
Q2 FY2025 results
MaxLinear's Q2 FY2025 revenue climbed 18% y/y to $108.8M, fueled by broadband and connectivity surges, while infrastructure edged up 9% y/y; gross margin expanded to 57% from 55% y/y on lower amortization. Operating loss narrowed to $24.6M from $40.8M y/y, aided by 17% R&D cuts and $13.5M YTD restructuring for workforce and facility trims. Diluted EPS improved to -$0.31 from -$0.47 y/y, reconciling to 86.6M shares with anti-dilution from 7.8M options. Cash dipped to $108.6M amid $0.9M operating outflow, but $125M term debt matures 2028 at ~7% with $100M undrawn revolver. Ongoing Silicon Motion arbitration poses litigation risk.
8-K
MaxLinear Q2 revenue jumps 18%
MaxLinear reported Q2 2025 net revenue of $108.8 million, surging 13% sequentially and 18% year-over-year, fueled by traction in data center interconnects and Wi-Fi. Non-GAAP operating income hit 7% of revenue, flipping to profitability with $0.02 diluted EPS, while operating cash flow turned positive at $10.5 million. Q3 guidance eyes $115-135 million revenue. Restructuring lingers.
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