MaxLinear Q2 revenue $168.8M (+55% YoY); guides Q3 $210-220M, driven by optical AI data center growth

MAXLINEAR, INC

Q2 net revenue $168.8M, up 55% YoY and 23% sequentially.
Infrastructure revenue up 145% YoY on optical AI data center product adoption (Keystone PAM4 DSP for 800G).
GAAP diluted EPS $0.02 (vs -$0.31 YoY); non-GAAP diluted EPS $0.35 (vs $0.02 YoY).
Q3 revenue guidance $210-220M, well above Q2 actual, with non-GAAP gross margin 58.5-61.5%.
GAAP operating margin improved to -2.5% from -22.6% YoY; non-GAAP operating margin 22.3%.

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