MaxLinear's second quarter revenue grew 55% YoY, beating estimates on strong infrastructure demand.

MaxLinear reported second quarter 2026 revenue of $168.8 million and non-GAAP EPS of $0.35, beating consensus estimates of $165.0 million and $0.33. The results were driven by a significant acceleration in the company's infrastructure business.

Key Highlights

• Net revenue grew 55% year-over-year and 23% sequentially to $168.8 million.
• The key infrastructure business grew 145% year-over-year, driven by accelerated adoption of optical AI data center products.
• The company guided third quarter revenue to a range of $210 million to $220 million, significantly above second quarter results.