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-looking statements include, among others, statements concerning: our expected financial performance for the fourth quarter of 2025; our p ...

Financial Performance - Q2'25 revenue reached $1088 million, a 134% increase from Q1'25 and an 183% increase from Q2'24 [5] - GAAP gross margin was 565% and non-GAAP gross margin was 591% in Q2'25 [5] - GAAP operating margin was (226)% and non-GAAP operating margin was 72% in Q2'25 [5] - GAAP diluted loss per share was $(031) and non-GAAP diluted earnings per share was $002 in Q2'25 [5] - Cash provided by operations was $105 million in Q2'25 [5] Business Highlights & Future Outlook - The company is on track to deliver $60 million to $70 million in revenue this year for the 5nm Keystone PAM4 product family [6] - Expects to begin ramp in early 2026 of its single-chip integrated fiber PON and 10-gigabit processor gateway SoC plus triband WiFi-7 single-chip platform solution with a second major Tier-1 North American carrier [6] - Q3'25 revenue guidance is between $115 million and $135 million [10] - Q3'25 gross margin is expected to be between 550% and 580% on a GAAP basis, and between 575% and 605% on a non-GAAP basis [10] - Q3'25 operating expenses are projected to be between $84 million and $90 million on a GAAP basis, and between $55 million and $61 million on a non-GAAP basis [10]