The chart below shows how MXL performed 10 days before and after its earnings report, based on data from the past quarters. Typically, MXL sees a +0.05% change in stock price 10 days leading up to the earnings, and a -14.76% change 10 days following the report. On the earnings day itself, the stock moves by +0.00%. This data can give you a slight idea of what to expect for the next quarter's release.
Positive
Q4 Revenue Increase: Total revenue for Q4 2024 was $9,220,000,000, up 14% from $8,110,000,000 in the previous quarter.
Strong Operational Efficiency: Non-GAAP gross margin for Q4 2024 was 59.1%, reflecting strong operational efficiency and cost management.
High-Volume Product Traction: Approximately 1,000,000 units of the Keystone product have been shipped, indicating significant traction in high-volume opportunities.
Infrastructure Revenue Surge: Infrastructure revenue reached $27,000,000, driven by strong demand in cloud computing and high-speed optical data center connectivity.
Hardware Storage Growth Opportunities: The Panther III series hardware storage accelerators are positioned for exciting incremental growth opportunities, enhancing the product portfolio.
Negative
Operational Inefficiency Indicator: GAAP and non-GAAP loss from operations for Q4 2024 was 457% of net revenue, indicating significant operational inefficiency.
Operating Cash Flow Decline: Cash flow used in operating activities was approximately $28,000,000, reflecting a substantial cash burn during the quarter.
Receivables Management Concerns: Day sales outstanding increased to approximately 85 days, suggesting potential issues with receivables management and cash flow.
Operating Expenses Analysis: GAAP operating expenses were reported at $9,240,000,000, with non-GAAP operating expenses at $6,130,000,000, indicating high costs that could impact profitability.
Q1 2025 Revenue Guidance: Guidance for Q1 2025 revenue is expected to be between $85,000,000 and $105,000,000, with industrial multi-market revenue anticipated to decline, signaling potential weakness in that segment.
Earnings call transcript: MaxLinear reports Q4 2024 revenue growth, beats EPS forecast
MXL.O
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