MXL is MaxLinear's registered trademark. Other trademarks appearing herein are the property of their respective owners. 28 Annual Needham Growth Conference in New York on Jan. 13th. MaxLinear's presentation is scheduled for 8:45 a.m. ET. A webcast of the session will be available at https://investors.maxlinear.com. thth Susquehanna 15 Annual Technology Conference in New York on Feb. 26 thth Loop Capital Markets 7 Annual Investor Conference (virtual) on March 9 th Stifel 2026 Technology One-on-One Conference ...

Core Viewpoint - MaxLinear has announced an earnings conference call scheduled for January 29, 2026, at 1:30 PM PST/4:30 PM EST [1] Company Summary - The earnings conference call will provide insights into MaxLinear's financial performance and strategic direction [1] - The timing of the call indicates the company's commitment to transparency and communication with investors [1] Industry Context - Earnings calls are a critical component for companies in the technology sector, as they allow for the discussion of financial results and future outlook [1] - The scheduled call reflects the ongoing importance of investor relations in maintaining market confidence [1]

This transaction by Weybosset Research & Management LLC, a Rhode Island-based financial advisory firm, could signal a shift in institutional support for MaxLinear. Here's what investors need to know.MaxLinear, Inc. is a semiconductor company specializing in advanced communications systems-on-chip for broadband, wireless, and industrial sectors. The company leverages expertise in RF and mixed-signal integration to deliver highly integrated solutions for high-speed connectivity applications. Its diversified c ...

Core Insights - The article discusses the challenges of managing excess inventory in the semiconductor industry, highlighting the financial burden of storage and capital costs associated with unsold materials [1] - It promotes a service called "Chip Superman," which has served 21,000 users and offers rapid inventory clearance solutions [8] Group 1: Inventory Management - Excess inventory of 100,000 units incurs monthly storage and capital costs of at least 5,000, leading to a potential loss of 30,000 after six months [1] - The article emphasizes the difficulty in promoting and selling excess materials, suggesting that companies can seek assistance from Chip Superman for better pricing and faster transactions [1][9] Group 2: Inventory Offerings - A detailed list of available surplus materials is provided, including various brands and models, with quantities ranging from 2,000 to 744,000 units [4][5][6] - The total inventory value is reported to exceed 100 million, with 5 million chips in stock across 1,000+ models and 100 brands [7] Group 3: Service Features - Chip Superman operates a 1,600 square meter smart warehouse and has an independent laboratory in Shenzhen for quality control [7] - The service claims to complete transactions in as little as half a day, facilitating quick sales of excess inventory [8]

Core Viewpoint - MaxLinear has announced new employee inducement equity award grants to attract and retain talent in a competitive market [1] Group 1 - The new equity awards are part of MaxLinear's strategy to incentivize employees and align their interests with the company's long-term performance [1] - This initiative reflects the company's commitment to fostering a motivated workforce amid industry challenges [1] - The equity awards are expected to enhance employee retention and engagement, which are critical for sustaining growth [1]

MaxLinear FY Conference Summary Company Overview - **Company**: MaxLinear (NasdaqGS:MXL) - **Focus**: Transitioning from a broadband company to a significant player in the infrastructure segment, aiming to have infrastructure as the largest revenue category by the end of 2026 [4][8] Key Business Segments Infrastructure Business - **Components**: Data center and 5G wireless infrastructure [5] - **Revenue Growth**: Expected to reach between $200 million and $300 million by the end of the year, with PAM4 transceiver revenues projected to exceed $100 million in 2026 [6][5] - **Competitive Advantage**: Focus on low power and high reliability in PAM4 optical transceivers, with a roadmap for higher speed solutions (1.6 terabit) [12][13][24] 5G Wireless Infrastructure - **Unique Offering**: Only merchant supplier with a single chip solution for the entire remote radio unit [37] - **Market Dynamics**: Increased adoption of merchant silicon by tier one telcos due to cost considerations [40] Storage Accelerators - **Market Potential**: Expected to generate $50 million to $100 million in revenue within three years, with current traction from Panther 3 and upcoming Panther 5 and 6 models [58][72][94] Broadband Connectivity - **Growth Expectations**: Anticipated moderation in growth after a 70% increase, with expectations of low teens growth rates moving forward [96][100] - **Key Drivers**: Transition from DOCSIS 3.1 to DOCSIS 4.0 and expansion in fiber PON offerings [108][110] Financial Outlook - **Revenue Growth**: Infrastructure expected to grow by nearly 40% in 2026, while overall business growth projected at around 20% [66] - **Gross Margin**: Anticipated to improve due to a favorable mix as infrastructure business grows faster than overall corporate margins [189] Market Dynamics and Competitive Landscape - **Data Center Competition**: Limited to a few players (Broadcom, Marvell, MaxLinear) with high barriers to entry [12][13] - **Broadband Market**: Competitive landscape characterized by a few dominant players, with MaxLinear positioned as a new entrant in fiber PON [130][140] Challenges and Risks - **Supply Chain**: Lead times have increased due to shortages in substrates, but wafer allocation is not seen as a bottleneck [33][35] - **Geopolitical Issues**: Impacting industrial multi-market revenues, with a potential growth rate aligned with GDP [179][181] Strategic Focus - **Investment in R&D**: Continued focus on infrastructure and product development to drive growth [166] - **Capital Allocation**: Plans to explore acquisitions and stock buybacks as cash flow generation improves [196] Conclusion - **Growth Strategy**: MaxLinear is positioned for significant growth in infrastructure and data center solutions, with a strong focus on innovation and market differentiation through advanced technology offerings [4][58][66]

Group 1 - MaxLinear, Inc. (MXL) experienced a supercycle in its semiconductor products until 2022, followed by a prolonged period of client inventory digestion [1] - The stock performance of MaxLinear has been affected by the transition from the supercycle to the inventory digestion phase [1] Group 2 - The semiconductor industry is characterized by high barriers to entry and oligopolistic market structures, which are favorable for investment [1] - The analyst emphasizes a growth at a reasonable price investment approach, focusing on mid- to long-term horizons within the semiconductor sector [1]

Core Insights - MaxLinear, Inc. (NASDAQ: MXL) is facing challenges in delivering maximum performance due to reported losses, continued dilution, and unresolved litigation with Silicon Motion, despite some sequential sales growth and new developments [1]. Group 1: Company Performance - The company has reported losses and ongoing dilution, which complicates the investment case [1]. - There is some sequential sales growth, indicating potential for improvement, but it is overshadowed by the challenges mentioned [1]. Group 2: Legal and Market Context - The unresolved litigation with Silicon Motion is a significant factor affecting investor confidence and the company's performance [1].

Core Insights - MaxLinear, Inc. (NASDAQ: MXL) is currently facing challenges in delivering maximum performance due to reported losses, ongoing dilution, and unresolved litigation with Silicon Motion, despite some sequential sales growth and new developments [1] Group 1: Company Performance - The company has reported losses and continues to experience dilution, which complicates the investment case [1] - There is some sequential sales growth, indicating potential for improvement, but it is not sufficient to offset the challenges faced [1] Group 2: Legal and Market Context - The unresolved litigation with Silicon Motion remains a significant factor impacting investor confidence and the company's performance [1]

Core Insights - MaxLinear (MXL) reported quarterly earnings of $0.14 per share, exceeding the Zacks Consensus Estimate of $0.12 per share, and a significant improvement from a loss of $0.36 per share a year ago, representing an earnings surprise of +16.67% [1] - The company achieved revenues of $126.46 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.14% and showing a year-over-year increase from $81.1 million [2] - MaxLinear has outperformed consensus revenue estimates four times over the last four quarters [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.16 on revenues of $129.69 million, and for the current fiscal year, it is $0.25 on revenues of $459.44 million [7] - The earnings outlook will be influenced by management's commentary during the earnings call, which is crucial for assessing the sustainability of the stock's price movement [3][4] Industry Context - The Semiconductor - Analog and Mixed industry, to which MaxLinear belongs, is currently ranked in the top 15% of over 250 Zacks industries, indicating a favorable industry outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] Stock Performance - MaxLinear shares have declined approximately 15.2% since the beginning of the year, contrasting with the S&P 500's gain of 13.9% [3] - The estimate revisions trend for MaxLinear was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market in the near future [6]