MXL at a glance
MAXLINEAR, INC (MXL, SEC CIK 1288469) filed its latest 10-K annual report on January 29, 2026, a 10-Q quarterly report on July 23, 2026, an 8-K current report on July 23, 2026 and Form 4 insider filings as recently as September 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), MAXLINEAR, INC (MXL) reported revenue of $467.6 million (up 29.7% from FY2024) and a net loss of $136.7 million. Diluted EPS was -$1.58.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding MAXLINEAR, INC (MXL) shares worth $5.9 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by SEENDRIPU KISHORE on August 17, 2026 of 71,163 shares at $86.47 per share.
- In the last 90 days, MXL insiders reported 0 open-market purchases ($0) and 16 open-market sales ($50.4M) on Form 4, a net sale of $50.4M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $467.6M
- +29.7% vs prior year
- Insiders · 90 days
- 0 buys · 16 sells
- Net −$50.4M
- 13F holders
- 32 funds
- $5.9B · +3 vs prior quarter
- Latest 8-K
- Jul 23, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Fabless design of integrated communication SoCs combining RF, analog, mixed-signal, DSP, and embedded processors for broadband, mobile, data center, and industrial markets
- Emphasis on advanced full spectrum capture (FSCTM) receiver SoCs processing entire RF spectrum for improved broadband gateway and 5G infrastructure applications
- Strategic focus shift toward enabling next-gen data center interconnect speeds from 400G to 800/1600Gbps and innovative 5G MMIMO transceiver integration
- Investment highlighted in R&D for low-power, highly integrated SoCs addressing power, size, and heat dissipation challenges in cloud data centers and wireless networks
- Noteworthy: Industry trend of data traffic growth inside data centers significantly outpacing external data flows driving need for ultra-high bandwidth, low-latency networking SoCs
Risk Factors
- Legal risk from terminated merger with Silicon Motion, including arbitration filed Oct 5, 2023, and potential class action lawsuits alleging material misrepresentations
- Geopolitical risk from escalating trade wars and military conflicts impacting export authorizations and global sales exposure
- Operational risk due to dependence on limited number of customers, with loss or reduction significantly affecting revenue and results
- Competitive risk from failure to develop and introduce new or enhanced products timely, impacting market position against rivals
- Financial risk from variable interest rates on credit agreements increasing costs and affecting cash flows and debt servicing capability
Management Discussion & Analysis
- Revenue $467.6M in 2025, up 30% YoY from $360.5M; broadband grew $87.6M (+75%), connectivity $22.2M (+40%), infrastructure $34.3M (+30%), industrial down $37.0M (-50%)
- Gross margin improved to 57% in 2025 from 54% in 2024; operating loss narrowed to (27)% from (62)%
- Best performing segment: broadband $204.4M revenue (44% of total); worst: industrial and multi-market $37.1M (8% of total), down 50% YoY
- Operating cash flow positive $19.6M in 2025 vs negative $45.3M in 2024; capex $12.6M, intangible assets $7.2M investments; $20.0M stock repurchases; total cash $101.4M year-end
- Management expects ongoing revenue volatility due to industry cyclicality; notes risk from variable interest rates on $125M debt and impact of litigation costs
AI summary of the MXL 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Six-month net revenue $306.0M; quarterly revenue and YoY comparison not provided
- Revenue growth across infrastructure, connectivity, industrial and multi-market end markets
- Asia shipments 81% of revenue vs 79% YoY, including Hong Kong at 48%
- Customer concentration: ten largest customers 55%; one customer 11%
- Near-term outlook: demand growth from new product wins and market expansion; no guidance disclosed
Risk Factors
- No material changes to 10-K risk factors disclosed
- Regulatory risk: amended Credit Agreement dated April 22, 2026
- Financial risk: credit agreement amendment indicates updated lender and collateral arrangements
- Governance risk: amended 2010 Equity Incentive Plan filed May 21, 2026
- Compliance risk: no director or officer trading-plan adoptions or terminations during the quarter
AI summary of the MXL 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Unaudited results cover second quarter ended June 30, 2026
- Press release issued July 23, 2026 and furnished as Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue $168.8M, up 23% sequentially and 55% year over year, signaling accelerating business momentum
- Infrastructure revenue up 145% year over year, driven by optical AI data-center products and Keystone 800G PAM4 DSP adoption
Item 4.01: Changes in Registrant's Certifying Accountant
- Grant Thornton dismissed May 28, 2026, with Audit Committee approval
- 2024–2025 audit opinions unqualified, with no disagreements or reportable events
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Stockholders approved 3,204,107 additional shares under the Equity Incentive Plan
- Equity Incentive Plan received a new ten-year term, supporting continued employee and executive compensation
Item 5.07: Submission of Matters to a Vote of Security Holders
- 84,424,639 shares represented, equal to 94.3% voting participation at the May 20, 2026 annual meeting
- Carolyn Beaver and Theodore Tewksbury re-elected as Class II directors through the 2029 annual meeting
AI summaries of MXL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for MXL
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Kwong Connie H. | M | Aug 31, 2026 | 1,110 | - |
| Kwong Connie H. | M | Aug 31, 2026 | 1,110 | - |
| Kwong Connie H. | M | Aug 31, 2026 | 1,110 | - |
| Kwong Connie H. | F | Aug 31, 2026 | 1,110 | $59.91 |
| Kwong Connie H. | M | Aug 31, 2026 | 1,110 | - |
| Kwong Connie H. | F | Aug 31, 2026 | 1,110 | $59.91 |
| SEENDRIPU KISHORE | Sell | Aug 17, 2026 | 71,163 | $86.47 |
| SEENDRIPU KISHORE | Sell | Aug 17, 2026 | 68,482 | $85.44 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $360.5M | $467.6M |
| Gross Profit | - | $194.8M | $265.8M |
| Operating Income | - | -$223.4M | -$126.9M |
| Net Income | - | -$245.2M | -$136.7M |
| Gross Margin | - | 54.0% | 56.8% |
| Op. Margin | - | -62.0% | -27.1% |
| Net Margin | - | -68.0% | -29.2% |
| Balance Sheet | |||
| Total Assets | $1.1B | $864.6M | $796.4M |
| Equity | $686.3M | $516.3M | $451.9M |
| ROE | - | -47.5% | -30.2% |
| Per Share | |||
| EPS | - | $-2.93 | $-1.58 |
| Cash Flow | |||
| Operating CF | - | -$45.3M | $19.6M |
| CapEx | - | $17.7M | $12.6M |
Source: XBRL data in MAXLINEAR, INC (MXL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate MXL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $5.92B |
| Q1 2026 | 29 | $836.1M |
| Q4 2025 | 27 | $848.8M |
| Q3 2025 | 27 | $699.6M |
| Q2 2025 | 28 | $598.1M |
| Q1 2025 | 24 | $320.8M |
| Q4 2024 | 21 | $488.6M |
| Q3 2024 | 18 | $249.4M |
- T. Rowe Price Group+2.13M (+2242%)
- JPMorgan Chase & Co+1.87M (+628%)
- D.E. Shaw & Co+1.84M (+7084%)
- Millennium Management+483.3K (+539%)
- BlackRock+295.7K (+2%)
- FMR LLC (Fidelity)−3.61M (-69%)
- Vanguard Portfolio Management LLC−2.24M (-24%)
- Dimensional Fund Advisors−1.15M (-68%)
- State Street Corp−742.1K (-15%)
- Goldman Sachs Group−525.8K (-36%)
- Raymond James Financial+205.8K
- Marex Group plc+10.6K
- Bridgewater Associates LP+4.9K
- StoneX Group Inc.+3.6K
- Citadel Advisors LLC−17.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 206 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
MXL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| SC 13G | Aug 7, 2026 | - | - | |
| SC 13G | Jul 31, 2026 | - | - | |
| 10-Q | Jul 23, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 8-K | May 21, 2026 | - | Analysis | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| 4 | Apr 28, 2026 | - | - | - |
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MXL SEC filings: frequently asked questions
Are MXL insiders buying or selling?
In the last 90 days, MAXLINEAR, INC (MXL) officers, directors and 10% owners reported no open-market purchases and 16 open-market sales worth $50.4 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold MXL stock?
As of June 30, 2026, the largest MAXLINEAR, INC (MXL) holders among the 13F filers tracked by SignalX were BlackRock ($1.8 billion), Vanguard Portfolio Management LLC ($886.4 million), State Street Corp ($553.8 million), Vanguard Capital Management LLC ($489.4 million), T. Rowe Price Group ($285.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was MXL's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), MAXLINEAR, INC (MXL) reported revenue of $467.6 million (up 29.7% from FY2024) and a net loss of $136.7 million. Diluted EPS was -$1.58. The figures come from the XBRL data in the 10-K.
What are the main risks in MXL's latest 10-K?
In the 10-K filed January 29, 2026, MAXLINEAR, INC (MXL) flagged: Legal risk from terminated merger with Silicon Motion, including arbitration filed Oct 5, 2023, and potential class action lawsuits alleging material misrepresentations. Geopolitical risk from escalating trade wars and military conflicts impacting export authorizations and global sales exposure. (AI summary of the Risk Factors section.)
What did MXL report in its latest 8-K?
MAXLINEAR, INC (MXL) filed an 8-K on July 23, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Unaudited results cover second quarter ended June 30, 2026.
What are the latest MXL SEC filings?
MAXLINEAR, INC (MXL) filed its latest 10-K annual report on January 29, 2026, a 10-Q quarterly report on July 23, 2026, an 8-K current report on July 23, 2026 and a Form 4 insider filing on September 1, 2026.
What is MXL's SEC CIK number?
MAXLINEAR, INC (MXL)'s SEC Central Index Key (CIK) is 1288469. EDGAR lists every MXL filing under that number.
Ask anything about MXL
The research agent reads MXL's filings, financials, insider trades and 13F holders, then answers with sources.