secwatch.observer — SEC 8-K summary
======================================

Issuer:     MAXLINEAR, INC (MXL)
CIK:        0001288469
Form:       8-K
Filed at:   2026-07-23T20:05:46+00:00
Accession:  0001288469-26-000050
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

- 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%.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1288469/000128846926000050/0001288469-26-000050-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1288469/000128846926000050/mxl-20260723.htm
  HTML page:      https://secwatch.observer/filing/0001288469-26-000050

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer