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MaxLinear (MXL) investor relations material
MaxLinear Wells Fargo's 9th Annual TMT Summit summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Wells Fargo's 9th Annual TMT Summit summary18 Nov, 2025
Business overview and strategic focus
Infrastructure investments are set to surpass broadband as the largest revenue segment by end of 2026, with a focus on data center and 5G wireless infrastructure.
Data center growth is driven by PAM4 optical transceivers, with revenues expected to double this year and exceed $100 million in 2026.
5G wireless infrastructure benefits from unique single-chip solutions for remote radio units and strong traction in transport backhaul.
Storage accelerators (Panther series) are projected to reach $50–$100 million in revenue within three years, with Panther V and VI targeting higher throughput and data center integration.
Infrastructure revenue is expected to reach $200–$300 million in 2024, with a five-year target of $400–$500 million.
Competitive positioning and product differentiation
Only three major players offer PAM4 optical transceivers, with a focus on low power and high reliability as key differentiators.
1.6 terabit solutions are being productized, with revenue contributions expected from 2026–2027.
In 5G, the company is the only merchant supplier with a full system-level single-chip solution, giving it a competitive edge.
In broadband, growth is driven by PON and content expansion in cable, with differentiation through integrated, lower-power, and cost-effective solutions.
Market trends and customer dynamics
Telco infrastructure spend is recovering after a period of inventory overhang, with steady forecasts and commitments for 2025 and beyond.
Broadband growth is moderating after a strong recovery, with future growth expected in PON and fiber, especially in North America and Europe.
The company is gaining share as a second supplier in fiber PON, with Broadcom as the main competitor.
Industrial multi-market growth is expected to align with GDP, but new demand is emerging from data center-related industrial applications.
How does MaxLinear sustain PAM4 market share gains?
Panther 5/6: What is the data center upside?
5G merchant silicon: What is the competitive edge?
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Q4 202528 Jan, 2026
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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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