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Maxlinear Inc
MaxLinear Inc. was born amidst the leafy landscape of Carlsbad, California, in 2003, defining itself as a key player in the semiconductor industry. Initially, the company carved out a niche by leveraging its prowess in developing radio frequency (RF) technologies that powered television set-top boxes and cable modems. This focus laid the groundwork for its journey through the vast terrains of connectivity and communication. As the technological landscape evolved, so did MaxLinear's ambitions, steering it toward creating groundbreaking solutions in broadband, fiber-optic communications, and infrastructure markets. Their distinct edge comes from converting analog signals into digital forms with exceptional precision, which fuels modern data-driven applications ranging from infrastructure equipment to home networking.
As the years passed, MaxLinear secured its foothold in the market by continually expanding its product portfolio to include a wide array of semiconductor solutions. This expansion echoed the industry’s relentless shift toward integrating and optimizing the conversion of data across a myriad of devices and platforms. MaxLinear’s revenue generation primarily hinges on selling these innovative semiconductor chips and integrated circuits (ICs) to a global clientele comprising original equipment manufacturers (OEMs) and network service providers. By keeping its pulse on the burgeoning needs of cloud computing and the Internet of Things (IoT), the company positions itself to capture future opportunities in wireless infrastructure and connectivity solutions, steadily transforming technological challenges into business victories.
MaxLinear Inc. was born amidst the leafy landscape of Carlsbad, California, in 2003, defining itself as a key player in the semiconductor industry. Initially, the company carved out a niche by leveraging its prowess in developing radio frequency (RF) technologies that powered television set-top boxes and cable modems. This focus laid the groundwork for its journey through the vast terrains of connectivity and communication. As the technological landscape evolved, so did MaxLinear's ambitions, steering it toward creating groundbreaking solutions in broadband, fiber-optic communications, and infrastructure markets. Their distinct edge comes from converting analog signals into digital forms with exceptional precision, which fuels modern data-driven applications ranging from infrastructure equipment to home networking.
As the years passed, MaxLinear secured its foothold in the market by continually expanding its product portfolio to include a wide array of semiconductor solutions. This expansion echoed the industry’s relentless shift toward integrating and optimizing the conversion of data across a myriad of devices and platforms. MaxLinear’s revenue generation primarily hinges on selling these innovative semiconductor chips and integrated circuits (ICs) to a global clientele comprising original equipment manufacturers (OEMs) and network service providers. By keeping its pulse on the burgeoning needs of cloud computing and the Internet of Things (IoT), the company positions itself to capture future opportunities in wireless infrastructure and connectivity solutions, steadily transforming technological challenges into business victories.
Revenue Growth: MaxLinear delivered Q3 2025 revenue of $126.5 million, up 16% sequentially and 56% year-over-year, with strong momentum across multiple segments.
Profitability: The company saw a substantial increase in non-GAAP net income and returned to profitability, with positive cash flow from operations of $10.1 million.
Q4 Guidance: Management expects Q4 2025 revenue between $130 million and $140 million, with a projected gross margin of 56% to 59%.
Infrastructure Strength: Infrastructure revenue grew 75% year-over-year in Q3 and is expected to be the biggest contributor in Q4, driven by strong demand in data center optical and wireless.
Broadband Moderation: Broadband revenue grew 80% year-over-year in Q3 but is expected to moderate going forward due to normalizing demand and delayed DOCSIS 4.0 rollouts.
2026 Outlook: Management signaled continued optimism for strong growth in 2026, particularly from infrastructure, optical, and wireless segments, while remaining conservative due to market complexity and supply constraints.