“As of March 31, 2026, $125.0 million of principal was outstanding under a senior secured term B loan facility or the “Initial Term Loan under the June 23, 2021 Credit Agreement.” The Company also has available, subject to the terms and conditions of the agree…”10-Q · Apr 23, 2026 ↗
MaxLinear, Inc.
MXL
Market read
MaxLinear, Inc.'s move is being confirmed by its market group.
No new filing conclusion is available. 5 of 29 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 12 directly disclosed connections are confirming.
- At least 19 of 29 durable members become active together.
- Capital-flow agreement rises above 55%.
- A filing-linked outsider such as KLIC begins moving with the group.
Invalidation: The live read weakens if participation falls to 10 of 29 members or fewer.
Research brief
The story so far
No new filing conclusion is available. 5 of 29 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 12 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- At least 19 of 29 durable members become active together.
- Capital-flow agreement rises above 55%.
- A filing-linked outsider such as KLIC begins moving with the group.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +29.7% year over year.
- Operating margin changed +34.8 percentage points in the latest annual period.
- Net margin changed +38.8 percentage points in the latest annual period.
- Diluted shares increased 3.6% in the latest annual period.
- Supply chain and availability has repeated adverse evidence across 4 filings.
- Restructuring and cost reductions has repeated adverse evidence across 3 filings.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 30, 2026
90.42Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“The change in working capital was driven by a prepayment for wafers supporting rising demand for certain data center products.”10-Q · Apr 23, 2026 ↗
“Once one of our products is incorporated into a customer’s design, however, we believe that our product is likely to remain a component of the customer’s product for its life cycle because of the time and expense associated with redesigning the product or sub…”10-Q · Apr 23, 2026 ↗
“In 2025, we collected accounts receivable previously outstanding as of December 31, 2024 of $71.1 million, which was partially offset by payments against our price protection liability of $18.1 million and severance and other payments from workforce reduction…”10-K · Jan 29, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 16.7× · EV/sales 16.9×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 1 Oct, 12:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for MXL. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for MXL. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind MXL
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
ADIAnalog Devices, Inc.competitorApr 23, 2026 ▾
“Our primary merchant semiconductor competitors include Broadcom, Inc., Qualcomm Incorporated, Realtek Semiconductor Corp., Skyworks Solutions, Inc., Credo Semiconductor Inc., MediaTek, Inc., Marvell Technology Group Ltd., MACOM Technology Solutions Holdings,…”
AVGOBroadcom Inc.competitorApr 23, 2026 ▾
“Our primary merchant semiconductor competitors include Broadcom, Inc., Qualcomm Incorporated, Realtek Semiconductor Corp., Skyworks Solutions, Inc., Credo Semiconductor Inc., MediaTek, Inc., Marvell Technology Group Ltd., MACOM Technology Solutions Holdings,…”
Depended on by
MTSIMACOM Technology Solutions Holdings, Inc.competitorNov 14, 2025 ▾
“We primarily compete with Analog Devices, Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 9 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
MXL is currently a Participant in the organic co-movement group Semiconductor Manufacturing. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.