MaxLinear reported robust Q3 2025 results with revenue of $126.5 million, reflecting a 56% year-over-year increase and a significant rise in non-GAAP net income, driven by strong performance across its infrastructure and broadband segments.
- Revenue growth of 16% sequentially and 56% year-over-year, highlighting momentum in infrastructure markets.
- Infrastructure revenue surged 75% year-over-year, with expectations of continued growth from new design wins.
- High-speed optical interconnects projected to generate $60 million to $70 million in revenue in 2025, with strong demand anticipated in 2026.
- Successful design wins for the Panther family of storage accelerators noted, improving efficiency for network appliance and cloud service providers.
- Broadband solutions saw 80% year-over-year growth, driven by increased CapEx spending and new product launches in fiber PON and Wi-Fi 7 technologies.
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