Every material Form 8-K MaxLinear has filed with the SEC since April 24, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
MaxLinear reported unaudited third-quarter 2026 revenue of $218.1 million, up 72% from a year earlier, and GAAP net income of $28.9 million, compared with a net loss of $45.5 million a year earlier. The company also expanded its senior secured revolving credit facility by $70 million to $200 million and gave Q4 2026 revenue guidance of $240 million to $260 million, which would be above the Q3 level.
Q3 2026 net revenue $218.1 million, up 29% from Q2 2026 and up 72% year over year; GAAP diluted EPS $0.30 versus $(0.52) a year earlier
Non-GAAP diluted EPS $0.62 for Q3 2026, versus $0.14 a year earlier
Q4 2026 revenue guidance $240 million to $260 million; GAAP gross margin 58.0% to 61.0%
Revolving facility commitments increased by $70 million to $200 million under Amendment No. 3 dated October 16, 2026; liquidity covenant threshold lowered from $80 million to $60 million
MaxLinear reported unaudited second-quarter 2026 results, with net revenue of $168.8 million, up 55% from a year earlier, and GAAP diluted earnings of $0.02 per share versus a loss of $0.31 per share in the year-ago quarter. The company also gave third-quarter 2026 revenue guidance of $210 million to $220 million, and GAAP net income was helped by an $8.3 million income tax benefit.
Q2 2026 net revenue was $168.8 million, up 23% from $137.2 million in Q1 2026 and up 55% from $108.8 million in Q2 2025.
GAAP diluted EPS was $0.02, compared with a loss of $0.52 in Q1 2026 and $0.31 in Q2 2025; non-GAAP diluted EPS was $0.35.
Infrastructure business revenue rose 145% year over year, which the company attributed to optical AI data center products.
Third-quarter 2026 guidance: revenue of $210 million to $220 million, GAAP gross margin of 57.0% to 60.0%, and GAAP operating expenses of $98 million to $104 million.
At its annual meeting on May 20, 2026, MaxLinear stockholders approved an amended and restated 2010 Equity Incentive Plan that adds 3,204,107 reserved shares and sets a new ten-year term. They also approved an amended and restated Employee Stock Purchase Plan that now stays in effect until terminated and no longer has an annual automatic share increase. Both plans took effect on approval, and shareholders re-elected two Class II directors and ratified Grant Thornton LLP as auditor.
MaxLinear reported first-quarter 2026 net revenue of $137.2 million, up 43% from a year earlier and 1% from the prior quarter, and guided second-quarter revenue to $160 million to $170 million. GAAP net loss was $45.1 million, or $0.52 per diluted share, compared with a $0.17 loss in the prior quarter, while non-GAAP diluted earnings were $0.22 per share. The company also amended its revolving credit facility to extend maturity to March 2028 and add $30 million in commitments, bringing the total to $130 million, which was undrawn at closing.
Q1 2026 net revenue $137.2 million, up 43% year over year and up 1% sequentially
GAAP diluted loss per share $0.52 vs. $0.17 loss in Q4 2025; non-GAAP diluted EPS $0.22 vs. $0.19
Q2 2026 net revenue guidance of approximately $160 million to $170 million
Revolver maturity extended from June 23, 2026 to March 23, 2028; $30 million added, total $130 million, undrawn; margin raised to 2.25% for Term SOFR loans
MaxLinear added Kris Sennesael to its board of directors, effective February 13, 2026, bringing the board to eight directors, and also named him to the Audit Committee. Sennesael is currently Executive Vice President and Chief Financial Officer of Western Digital, and the filing describes him as a director with more than 25 years of semiconductor-industry finance and operations experience.
Board appointment effective February 13, 2026; Sennesael serves as a Class I director with a term expiring at the 2028 annual meeting
Initial equity award with an estimated grant-date fair value of $380,000, plus a $60,000 annual board retainer and a $10,000 Audit Committee retainer
Press release dated February 17, 2026 announced the appointment (Exhibit 99.1)
MaxLinear reported unaudited fourth-quarter 2025 net revenue of $136.4 million, up 48% from a year earlier and 8% from the prior quarter, with a GAAP net loss of $14.9 million, or $0.17 per diluted share, compared with a loss of $0.68 a year earlier. The company guided first-quarter 2026 net revenue to approximately $130 million to $140 million and repurchased $20 million of its common stock in the quarter.
Q4 2025 net revenue was $136.4 million, up 48% year over year and 8% sequentially.
GAAP diluted loss per share was $0.17, versus $0.68 in Q4 2024; non-GAAP diluted EPS was $0.19.
Full-year 2025 net revenue was $467.6 million, up 30%, and GAAP net loss was $136.7 million, versus $245.2 million in 2024.
Q1 2026 net revenue guidance is approximately $130 million to $140 million; the company repurchased $20 million of stock in Q4.
MaxLinear reported unaudited third-quarter 2025 results with net revenue of $126.5 million, up 16% from the prior quarter and 56% from a year earlier. GAAP diluted loss per share was $0.52, wider than $0.31 in the prior quarter, while non-GAAP diluted earnings per share were $0.14, up from $0.02. The company expects fourth-quarter 2025 net revenue of approximately $130 million to $140 million.
Q3 2025 net revenue was $126.5 million, up 16% sequentially and 56% year over year.
GAAP diluted loss per share was $0.52, compared with $0.31 in Q2 2025 and $0.90 in Q3 2024.
Non-GAAP diluted earnings per share were $0.14, compared with $0.02 in Q2 2025.
Fourth-quarter 2025 net revenue is expected to be approximately $130 million to $140 million.
MaxLinear reported unaudited second-quarter 2025 results on July 23, 2025, with net revenue of $108.8 million, up 13% from the first quarter and 18% from a year earlier. The company said it returned to non-GAAP profitability and generated positive free cash flow, and it guided third-quarter 2025 net revenue to $115 million to $135 million. GAAP losses per share narrowed, though the company still reported a GAAP net loss.
Q2 2025 net revenue of $108.8 million, up 13% sequentially and 18% year over year
GAAP diluted loss per share of $0.31, compared with $0.58 in Q1 2025 and $0.47 in Q2 2024
Non-GAAP diluted earnings per share of $0.02, compared with a loss of $0.05 in Q1 2025
Net cash provided by operating activities of $10.5 million in Q2 2025, compared with a $11.4 million outflow in Q1 2025
MaxLinear reported first-quarter 2025 results on April 23, 2025, with net revenue of $95.9 million, up 1% from a year earlier and up 4% from the fourth quarter of 2024. GAAP diluted loss per share narrowed to $0.58 from $0.88 a year earlier, and the company guided second-quarter 2025 net revenue to $95 million to $115 million, which gives shareholders a revenue range but no comparison to prior guidance.
Q1 2025 net revenue was $95.9 million, up 4% sequentially and up 1% year over year.
GAAP diluted loss per share was $0.58, compared with $0.68 in the prior quarter and $0.88 a year earlier.
Q1 2025 GAAP net loss was $49.7 million, and net cash used in operating activities was $11.4 million.
Second-quarter 2025 net revenue is expected to be approximately $95 million to $115 million.
MaxLinear reported unaudited fourth-quarter and fiscal 2024 results on January 29, 2025. Q4 net revenue of $92.2 million rose 14% from the prior quarter but fell 26% from a year earlier, and the GAAP loss per diluted share was $0.68. The company expects first-quarter 2025 net revenue of approximately $85 million to $105 million, and its CEO said it is working toward a return to profitability in coming quarters.
Q4 2024 net revenue was $92.2 million, up 14% sequentially and down 26% from the year-ago quarter.
Q4 GAAP net loss was $57.8 million, or $0.68 per diluted share, compared with $0.90 in Q3 2024 and $0.47 in Q4 2023.
Fiscal 2024 net revenue was $360.5 million, down 48.0% from fiscal 2023; GAAP diluted loss per share was $2.93.
First-quarter 2025 net revenue is expected to be approximately $85 million to $105 million.
MaxLinear disclosed that William G. Torgerson, Vice President and General Manager of its Broadband Group, notified the company on October 29, 2024 of his intention to resign. He is expected to stay in his role until March 31, 2025, and the company does not plan to name a successor, expecting other management members to take on his duties.
Resigning executive: William G. Torgerson, VP and General Manager, Broadband Group
Notice of resignation given October 29, 2024; expected to remain in role until March 31, 2025
No successor planned; responsibilities expected to be assumed by other management members
MaxLinear reported third-quarter 2024 net revenue of $81.1 million, down 12% from the prior quarter and down 40% from a year earlier, and a GAAP net loss of $75.8 million, or $0.90 per diluted share. The company also gave fourth-quarter 2024 net revenue guidance of approximately $80 million to $100 million, and the weaker revenue and larger loss matter to shareholders.
Q3 2024 GAAP net loss was $75.8 million, or $0.90 per diluted share, compared with $0.47 in the prior quarter and $0.49 a year earlier
GAAP restructuring charges were $26.8 million in Q3 2024, versus $865,000 in the prior quarter
Non-GAAP diluted loss per share was $0.36, compared with a loss of $0.25 in the prior quarter
Q4 2024 net revenue is expected to be approximately $80 million to $100 million, with GAAP gross margin of about 54.0% to 57.0%
MaxLinear said on August 21, 2024 that it eliminated the position of General Counsel and Chief Compliance Officer as part of operating cost reduction activities that include global workforce reductions. The current officer will stay on for a period to help with the transition of her duties.
Position of General Counsel and Chief Compliance Officer eliminated, decision made August 21, 2024
Cuts are part of cost reduction activities first disclosed on the Q2 2024 earnings call
Departing officer will remain employed for a transition period; the filing gives no end date or severance terms
MaxLinear reported unaudited second-quarter 2024 results, with net revenue of $92.0 million, down 3% sequentially and down 50% from the year-ago quarter. The GAAP net loss was $39.3 million, or $0.47 per diluted share, narrower than the prior quarter but far below the year-ago loss of $0.05 per share. The company guided third-quarter 2024 net revenue to $70 million to $90 million, which puts the midpoint below the second quarter's level.
Q2 2024 net revenue was $92.0 million, down 3% from Q1 2024 and down 50% from Q2 2023.
GAAP diluted loss per share was $0.47, versus $0.88 in Q1 2024 and $0.05 in Q2 2023.
Non-GAAP diluted loss per share was $0.25, versus $0.21 in Q1 2024.
Third-quarter 2024 net revenue is expected to be approximately $70 million to $90 million.
MaxLinear's board adopted a 2024 Inducement Equity Incentive Plan on May 22, 2024, reserving 4,000,000 shares of common stock for equity awards. The plan was adopted without stockholder approval under Nasdaq Rule 5635(c)(4) and may only be used to attract individuals not previously employed by or serving as directors of the company.
Board adopted the plan on May 22, 2024, reserving 4,000,000 common shares for awards
Plan adopted without stockholder approval under Nasdaq Listing Rule 5635(c)(4)
Awards limited to new employees as an inducement to join the company
Plan terms are substantially similar to the 2010 Equity Incentive Plan; full plan filed as Exhibit 10.1
MaxLinear reported unaudited first-quarter 2024 results, with net revenue of $95.3 million, down 24% from the prior quarter and 62% from a year earlier. The GAAP diluted loss per share was $0.88, compared with a loss of $0.47 in the prior quarter and earnings of $0.12 a year earlier. The company guided second-quarter 2024 net revenue to approximately $90 million to $110 million.
Q1 2024 net revenue was $95.3 million, down 24% sequentially and 62% year over year.
GAAP loss from operations was $74.6 million, or 78% of net revenue, including restructuring charges of $22.6 million.
GAAP diluted loss per share was $0.88, versus a $0.47 loss in Q4 2023 and $0.12 of earnings in Q1 2023.
Second-quarter 2024 net revenue is expected to be approximately $90 million to $110 million.
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