MaxLinear (MXL) Q1 FY26 earnings call

MaxLinear delivered a strong Q1 FY26, marking the beginning of a multiyear growth phase primarily driven by its optical data center business. The company is seeing accelerating adoption of its newest products, particularly the Keystone PAM4 DSP platform, and expects a significant step-up in data center revenue. While managing working capital needs for increased demand, MaxLinear is transforming into an infrastructure-focused company with new product ramps and customer engagements across its portfolio.