Maxlinear

Q2 FY2026 EarningsQ2 FY2026 results significantly beat consensus, with revenue of $168.8M vs. $164.7M expected and Non-GAAP EPS of $0.35 exceeding the $0.33 estimate. The beat was primarily driven by the Infrastructure segment, which surged 145% YoY due to the rapid adoption of optical AI data center products (Keystone PAM4 DSP). Management's Q3 FY2026 revenue guidance of $210M-$220M (midpoint $215M) suggests a sharp acceleration, well above the prior trajectory, signaling a major inflection point in AI-driven demand.