Maxlinear Inc（MXL）資訊與事件MXLMaxlinear Inc

Nasdaq Composite Falls 2.6% This Week

Nasdaq Composite has erased all of this week's gains amid renewed heavy selling in the tech space as the index fell by 2.6% - the biggest decline in months.  Market rotation away from the AI trade following earnings from Metaand Teslaovernight also punished the S&P 500 by over 1%, with the Tech sector by far the biggest loser.   Communication and semiconductor equipment stocks traded especially weak.  Defensively-oriented Consumer Staples and higher-yielding Utilities outperformed amid the shift in sentiment from AI-buildout driven economic strength to greater uncertainty.The AI wobble was also acutely felt in fixed income markets, with the yield on the 10-year US Treasury note falling 20 basis points to a one-month low of 4.95%.  Fed fund futures now assign a 93% chance that the Fed will leave rates on hold next week versus 85% overnight.   Fixed income markets have also repriced the probability of no further Fed tightening this year to 20% from 10% yesterday.In the opening hour of the evening session, Nasdaq 100 futures are down another 0.3% while S&P e-Minis are trading flat.  Western Digital, a key tech name reporting results after hours, reversed its post-earnings gains despite beating estimates as the management warned about higher input costs and growing capex during the earnings call.  Elsewhere,  the consumer cyclical sector saw a disappointing update out of Deckers, where a Q2 revenue miss and below-consensus Q3 guidance weighted the stock down by over 7%.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -RingCentralup 14.5%Robert Halfup 10.7%JAKKS Pacificup 2.6%Omnicom Groupup 2.4%DOWN AFTER EARNINGS -Deckers Outdoordown 7.0%Bloom Energydown 6.1%Western Digitaldown 5.3%Comfort Systems USAdown 5.3%Kilroy Realtydown 4.9%SS&C Technologiesdown 4.8%MaxLineardown 4.7%SLM Corporationdown 3.4%Boyd Gamingdown 2.6%VeriSigndown 2.4%

MaxLinear Reports Q3 Revenue of $218.1M

Reports Q3 revenue $218.1M, consensus $214.9M. "Our Q3 results underscore the significant growth inflection underway across MaxLinear's overall business. We delivered 72% year-over-year revenue growth, including 210% growth year over year in AI datacenter-centric infrastructure revenue," said Kishore Seendripu, CEO. "Strong momentum in our optical AI data center business reflects the volume ramp of our Keystone PAM4 DSP platform, as well as the strength of our expanding infrastructure portfolio and customer activity centered around our Rushmore and Annapurna product families of 1.6T-capable optical and electrical products. These solutions enable a broad range of emerging AI data center architectures. With the convergence of multiple growth drivers fueling our data center-focused business, new product introductions expanding our footprint and content, our relentless focus on innovation, operational excellence, and disciplined execution, we believe MaxLinear is well-positioned to deliver sustained growth, expanding profitability, and long-term value for our shareholders."

Sees Q4 Gross Margin at 59%-62%

Sees Q4 gross margin 59%-62%.