Financial Data and Key Metrics Changes - The company's Q4 2022 revenue was $290.6 million, up 2% sequentially and 17% year-on-year, marking a record revenue milestone of over $1 billion for the fiscal year 2022 [113][132] - Non-GAAP gross margin for Q4 was 59.6%, while GAAP gross margin was approximately 56.2%, with a decline attributed to a mix shift in end market revenues [118][113] - Cash flow from operating activities in Q4 was $69.4 million, with total operating cash flow for the year exceeding $389 million, more than double compared to 2021 [17][113] Business Line Data and Key Metrics Changes - Broadband revenue in Q4 was $99 million, down 17% sequentially and 23% year-on-year, reflecting a normalization of demand and excess channel inventory [132][129] - Connectivity revenue reached $105 million in Q4, up 27% sequentially and 99% year-on-year, driven by strong demand for Wi-Fi 6 and 6E solutions [40][128] - Infrastructure revenue was $32 million, down 11% versus the prior quarter but flat year-on-year, impacted by substrate supply constraints [40][132] Market Data and Key Metrics Changes - The fiber access revenue increased more than four times from 2021, with strong design win momentum entering 2023 [115][129] - The company is experiencing strong demand for wireless infrastructure products, with expectations for growth despite previous supply chain challenges [130][39] - The market for PON (Passive Optical Network) is identified as a particular area of strength globally, with government incentives for fiber upgrades beginning to roll out [115][39] Company Strategy and Development Direction - The company is focused on maintaining a conservative stance in planning its annual operating plan and investments, emphasizing disciplined management [7] - There is optimism regarding the growth potential in Wi-Fi infrastructure and fiber broadband access, with expectations for significant growth in the coming years [5][12] - The company is excited about the pending acquisition of Silicon Motion, which is expected to enhance growth opportunities and product offerings [41][117] Management's Comments on Operating Environment and Future Outlook - Management acknowledges a challenging operating environment with low visibility but remains optimistic about a recovery in the second half of 2023 [4][5] - The company expects to navigate through inventory corrections, with hopes for improvements in Q3 and Q4 [6][5] - Management emphasizes the importance of operational efficiencies and disciplined spending in the current market conditions [90][72] Other Important Information - The company has made a $50 million prepayment against its long-term debt, which currently stands at approximately $120 million [133] - The company is actively working to optimize its debt structure to lower expected costs of capital related to the acquisition [41][72] - The company is engaged in ongoing qualifications for its optical products, with expectations for meaningful revenue growth in data centers over the next two years [15][39] Q&A Session Summary Question: What is the outlook for the broadband business? - Management indicated that the broadband business is expected to see a decline of 30% to 40% from its peak, with hopes for stabilization in 2024 [94][132] Question: Can you provide an update on backlog trends? - Management noted that while backlog remains strong, there have been instances of customers requesting shipment push-outs or cancellations [19][20] Question: What is the status of the SAMR approval process for the acquisition? - Management remains optimistic about closing the acquisition by mid-2023, although they did not provide specific details on the dialogue with SAMR [41][45] Question: How is the company managing operating expenses in the current environment? - Management plans to reduce operating expenses throughout the year, acknowledging the uncertain revenue environment [90][89] Question: What are the expectations for Wi-Fi 7 and design win share? - Management expressed confidence in capturing a significant share of the Wi-Fi 7 market, with design wins expected to ramp up later in the year [141][13]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Fiscal Year Ended December 31, 2022 OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission file number: 001-34666 MaxLinear, Inc. (Exact name of Registrant as specified in its charter) Delaware 14-1896129 (State or other jurisdiction of incorporation o ...

MaxLinear, Inc. (NASDAQ:MXL) Q3 2022 Earnings Conference Call October 25, 2022 4:30 PM ET Company Participants Leslie Green - Investor Relations Kishore Seendripu - Chief Executive Officer Steve Litchfield - Chief Financial Officer & Chief Corporate Strategy Officer Conference Call Participants Quinn Bolton - Needham & Co. Tore Svanberg - Stifel Gary Mobley - Wells Fargo Securities Alessandra Vecchi - William Blair David Williams - Benchmark Christopher Rolland - Susquehanna Financial Group Ananda Baruah - ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended September 30, 2022 OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission file number: 001-34666 MaxLinear Inc. (Exact name of Registrant as specified in its charter) Delaware 14-1896129 (State or other jurisdiction of incorpo ...

MaxLinear, Inc. (NASDAQ:MXL) Q2 2022 Earnings Conference Call July 27, 2022 4:30 PM ET Company Participants Leslie Green - IR Kishore Seendripu - CEO Steve Litchfield - CFO and Chief Corporate Strategy Officer Conference Call Participants Tore Svanberg - Stifel Quinn Bolton - Needham & Company Gary Mobley - Wells Fargo David Williams - the Benchmark Company Suji DeSilva - ROTH Capital Ananda Baruah - Loop Capital Chris Rolland - SFG Richard Shannon - Craig-Hallum Operator Greetings, and welcome to the MaxLi ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended June 30, 2022 OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission file number: 001-34666 MaxLinear Inc. (Exact name of Registrant as specified in its charter) Delaware 14-1896129 (State or other jurisdiction of incorporatio ...

MaxLinear to Acquire Silicon Motion Building Transformative Scale May 5, 2022 Cautionary Note Concerning Forward-Looking Statements 2 This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Unless otherwise indicated, all forward looking statements are based on estimates, projections, and assumptions of MaxLinear as of the date of this presentation. These forward-loo ...

MaxLinear, Inc. (NASDAQ:MXL) Q1 2022 Earnings Conference Call April 27, 2022 4:30 PM ET Corporate Participants Nicholas Aberle - Vice President-Finance and Investor Relations Kishore Seendripu - Chief Executive Officer Steve Litchfield - Chief Financial Officer and Chief Corporate Strategy Officer Conference Call Participants Jeremy Loiacono - Stifel Alex Leszcz - William Blair David Williams - The Benchmark Company Suji DeSilva - ROTH Capital Gary Mobley - Wells Fargo Securities Sam Peterman - Craig-Hallum ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended March 31, 2022 OR (760) 692-0711 (Registrant's telephone number, including area code) N/A ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission file number: 001-34666 MaxLinear Inc. (Exact name of Registrant as specified in its ...

MaxLinear, Inc. (NASDAQ:MXL) Q4 2021 Earnings Conference Call February 2, 2022 4:30 PM ET Company Participants Nicholas Aberle ??? Vice President-Finance and Investor Relations Kishore Seendripu ??? Chief Executive Officer Steve Litchfield ??? Chief Financial Officer and Chief Corporate Strategy Officer Conference Call Participants Tore Svanberg ??? Stifel Quinn Bolton ??? Needham & Company David Williams ??? The Benchmark Company Ananda Baruah ??? Loop Capital Christopher Rolland ??? Susquehanna Richard Sh ...