MaxLinear: 3 Key Takeaways for Long-Term Investors
On its third-quarter 2026 earnings call, held on Oct. 22, 2026, MaxLinear (NASDAQ:MXL) raised its 2026 optical data center revenue forecast to a range between $250 million and $270 million. Artificial intelligence (AI) infrastructure demand is shifting the business away from legacy broadband markets toward high-speed optical chips. Three takeaways from management explain how this product shift impacts long-term strategy.
Infrastructure sales increased 210% year over year, becoming larger than all other business units combined. Management increased its full-year optical data center outlook as customer orders extended well past 2027.
MaxLinear is transitioning customers from 800-gigabit chips to 1.6-terabit speed architectures. Combining digital signal processor (DSP) chips with newly attached transimpedance amplifier (TIA) chips doubles average selling prices per module.
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