MaxLinear (MXL) Q1 2026 Earnings Transcript

MaxLinear reported a strong Q1 2026, with revenue up 43% year-over-year, primarily driven by its optical data center business. The company raised its full-year optical data center revenue expectations to $150 million-$170 million, citing significant momentum from hyperscaler ramps and increased visibility. MaxLinear anticipates continued sequential growth across all four of its business segments in Q2, transforming into an infrastructure-focused company positioned for sustained growth.

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