MaxLinear: Fiscal 3Q26 Financial Results

Summary:

Q3 net revenue of $218.1 million, up 29% sequentially and up 72% YoY
Infrastructure business up 210% YoY reflecting accelerated adoption of optical AI data center products

MaxLinear, Inc., a provider of radio frequency (RF), analog, digital and mixed-signal integrated circuits, announced financial results for the third quarter ended September 30, 2026.Third Quarter Financial Summary

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Management Commentary
“Our Q3 results underscore the significant growth inflection underway across MaxLinear’s overall business. We delivered 72% year-over-year revenue growth, including 210% growth YoY in AI datacenter-centric infrastructure revenue,” said Kishore Seendripu, chairman and CEO, MaxLinear. “Strong momentum in our optical AI data center business reflects the volume ramp of our Keystone PAM4 DSP platform, as well as the strength of our expanding infrastructure portfolio and customer activity centered around our Rushmore and Annapurna product families of 1.6T-capable optical and electrical products. These solutions enable a broad range of emerging AI data center architectures. With the convergence of multiple growth drivers fueling our data center-focused business, new product introductions expanding our footprint and content, our relentless focus on innovation, operational excellence, and disciplined execution, we believe MaxLinear is well-positioned to deliver sustained growth, expanding profitability, and long-term value for our shareholders.”

Credit Agreement
MaxLinear announced that it has amended its existing credit agreement with Wells Fargo and other lenders to increase the amounts available under the revolving credit facility by $70 million to $200 million. Additional details regarding the amended credit agreement are described in the company’s quarterly report on Form 10-Q for the quarter ended September 30, 2026, filed with the SEC.