MaxLinear (MXL) Q4 2025 Earnings Call Transcript
View original at finance.yahoo.comMaxLinear (MXL) Q4 2025 Earnings Call Transcript Image source: The Motley Fool. DATE Thursday, January 29, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Dr…
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MaxLinear is gaining share in PON vs competition and regaining previously lost share in cable
80% confidenceCustomer engagement for Rushmore is accelerating faster than expected
80% confidenceCPO is in early innings and the future will be more varietal than just pure CPOs
80% confidenceInfrastructure will become the largest revenue contributor in 2026
80% confidenceConnectivity expected to grow in 2026 driven by Wi-Fi 7 and 2.5GbE Ethernet
80% confidenceKeystone PAM4 DSP expected to generate $100M-$130M revenue in 2026 with 4M-6M transceiver unit volume
80% confidenceOpEx expected to grow 4%-5%, typically targeting half of revenue growth rate
80% confidenceGross margin target is to exit the year starting with 6% vs current 5%
80% confidenceLead times for optical products are 28 weeks
80% confidenceMaxLinear is among the top 3 deployers of PAM4 DSP globally
80% confidence80%+ of business is not exposed to supply chain tightness
80% confidenceInfrastructure will grow faster in 2026 than in 2025
80% confidenceBroadband revenue expected to be down year-over-year in 2026 due to seasonally soft H1 and DOCSIS 4.0 transition
80% confidenceThe pluggable market as a whole is still growing very fast
80% confidencePanther storage accelerator revenue expected to at least double in 2026 vs 2025, with potential to double again in 2027
80% confidenceLRO has some traction but will be a fraction of the market
80% confidenceMaxLinear strengthened its relative position in certain geographies for 800G and is #3 in the US
80% confidenceLPO is very niche and will be a very small fraction of the market, limited to controlled environments and less relevant for 1.6 terabits
80% confidenceMaxLinear does not compete on price; wins are based on performance and pricing is the last decision factor
80% confidenceCompany expects to outgrow the industry in 2026
80% confidence
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