Maxlinear

Q2 FY2026 EarningsQ2 FY26 net revenue reached $168.8M, up 55% YoY and 23% QoQ, driven by a 145% YoY surge in infrastructure revenue following the ramp of optical AI data center products. Non-GAAP gross margin improved to 59.5% with non-GAAP operating margin expanding significantly to 22.3% from 7.2% YoY. Non-GAAP diluted EPS was $0.35, while Q3 FY26 revenue guidance is set at $210M - $220M.