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MaxLinear (MXL) investor relations material
MaxLinear Oppenheimer 28th Annual Technology, Internet & Communications Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Oppenheimer 28th Annual Technology, Internet & Communications Conference summary12 Aug, 2025
Business performance and market trends
Recent quarters showed strong growth, with improved bookings and backlog, signaling a recovery across end markets and increased customer demand.
Lead times have normalized, and customers are returning to regular ordering cycles, moving past excess inventory issues.
2024 is seen as a transition year, with growth expected to continue into 2025 and 2026, especially as new product ramps and design wins gain traction.
Infrastructure revenues grew over 30% year-over-year, driven by data center, wireless, and storage segments.
Carrier CapEx is improving but remains lumpy; growth is expected to be better next year, with regional variations and unique opportunities in backhaul.
Product innovation and competitive positioning
PAM4 DSP revenue is on track to double year-over-year, with strong momentum as data centers transition to higher speeds (400G to 800G, and 1.6T on the horizon).
Panther storage accelerator, developed in partnership with AMD, is expected to grow from $1M this year to over $40M next year, targeting enterprise and data center customers.
Differentiation is achieved through lower power, technical innovation, and moving next-gen solutions to Samsung for ecosystem diversity.
The company leverages unique mixed-signal and analog capabilities, focusing on technical leadership and close customer engagement.
R&D reuse and proprietary SerDes technology enable expansion into new markets and support for evolving standards like CPO and LPO.
Strategic market focus and expansion
Optical transceivers remain the core focus, representing 80% of the DSP market, but diversification into AOCs, ACCs, and other architectures is underway.
The company is positioned to support both optical and electrical sides, leveraging IP blocks to address a broadening market.
Engagement with hyperscalers, module providers, and system-level partners is deepening to optimize solutions and drive demand.
CPO adoption is seen as several years away, but ongoing customer collaboration and IP flexibility ensure continued relevance.
Wireless infrastructure strategy centers on increasing content per system (modem, transceiver, DFE), mitigating CapEx cyclicality.
Assess MaxLinear's strategy for wireless infrastructure.
Discuss the roadmap for CPO and its challenges.
What is driving growth in the PON market?
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Q3 202523 Oct, 2025
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Frequently asked questions
MaxLinear Inc is a semiconductor company that designs and sells integrated circuits for broadband communications, data center, and industrial applications. Its product portfolio includes radio frequency, analog, digital, and mixed-signal integrated circuits used in wired and wireless infrastructure. The company serves global equipment manufacturers and service providers. The company is headquartered in Carlsbad, California, and its shares are listed on the NASDAQ.
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