MaxLinear Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
11analysts covering
FY Revenue (est.)
$738Mnext fiscal year
FY EPS (est.)
$1.75next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 21 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Infrastructure Segment Revenue Quarterly168.9MTarget: To become the largest revenue category in 2026, driven by optical data center interconnects and wireless infrastructure
Optical Data Center Revenue Outlook Annually220MTarget: $210 million to $230 million for full-year 2026
Non-GAAP Operating Margin Quarterly22.3%Target: Long-term target of 25%
Watch Items
- Hyperscale customer qualification of Rushmore optical DSPsTrigger: Delays in customer qualification or design-win conversionsAction: Re-evaluate infrastructure segment growth projections and adjust 2027 revenue models
- Broadband and connectivity market recoveryTrigger: Prolonged inventory digestion or pricing pressure from larger competitors like BroadcomAction: Assess impact on gross margins and adjust product mix focus toward high-margin infrastructure
Research as of 28 Jul 2026