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Side-by-side financial comparison of Strategy Inc (MSTR) and MAXLINEAR, INC (MXL). Click either name above to swap in a different company.
MAXLINEAR, INC is the larger business by last-quarter revenue ($137.2M vs $123.0M, roughly 1.1× Strategy Inc). On growth, MAXLINEAR, INC posted the faster year-over-year revenue change (43.0% vs 1.9%). Over the past eight quarters, MAXLINEAR, INC's revenue compounded faster (22.1% CAGR vs 3.3%).
Strategy Inc., formerly known as MicroStrategy, is an American company that provides business intelligence (BI) and mobile software. Founded in 1989 by Michael J. Saylor, Sanju Bansal, and Thomas Spahr, the firm develops software to analyze internal and external data in order to make business decisions and to develop mobile apps. It is a public company headquartered in Tysons Corner, Virginia, in the Washington metropolitan area. Its primary business analytics competitors include SAP SE Busin...
MaxLinear, Inc. is an American electronic hardware company. Founded in 2003, it provides highly integrated radio-frequency (RF) analog and mixed-signal semiconductor products for broadband communications applications. It is a New York Stock Exchange-traded company.
MSTR vs MXL — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $123.0M | $137.2M |
| Net Profit | — | $-45.1M |
| Gross Margin | 66.1% | 57.5% |
| Operating Margin | — | 30.0% |
| Net Margin | — | -32.9% |
| Revenue YoY | 1.9% | 43.0% |
| Net Profit YoY | — | -203.0% |
| EPS (diluted) | — | $-0.52 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $137.2M | ||
| Q4 25 | $123.0M | $136.4M | ||
| Q3 25 | $128.7M | $126.5M | ||
| Q2 25 | $114.5M | $108.8M | ||
| Q1 25 | $111.1M | $95.9M | ||
| Q4 24 | $120.7M | $92.2M | ||
| Q3 24 | $116.1M | $81.1M | ||
| Q2 24 | $111.4M | $92.0M |
| Q1 26 | — | $-45.1M | ||
| Q4 25 | — | $-14.9M | ||
| Q3 25 | $2.8B | $-45.5M | ||
| Q2 25 | $10.0B | $-26.6M | ||
| Q1 25 | $-4.2B | $-49.7M | ||
| Q4 24 | $-670.8M | $-57.8M | ||
| Q3 24 | $-340.2M | $-75.8M | ||
| Q2 24 | $-102.6M | $-39.3M |
| Q1 26 | — | 57.5% | ||
| Q4 25 | 66.1% | 57.6% | ||
| Q3 25 | 70.5% | 56.9% | ||
| Q2 25 | 68.8% | 56.5% | ||
| Q1 25 | 69.4% | 56.1% | ||
| Q4 24 | 71.7% | 55.6% | ||
| Q3 24 | 70.4% | 54.4% | ||
| Q2 24 | 72.2% | 54.6% |
| Q1 26 | — | 30.0% | ||
| Q4 25 | — | -10.9% | ||
| Q3 25 | — | -32.7% | ||
| Q2 25 | — | -22.6% | ||
| Q1 25 | -5331.4% | -48.0% | ||
| Q4 24 | -842.1% | -44.7% | ||
| Q3 24 | -372.7% | -82.3% | ||
| Q2 24 | -179.7% | -44.4% |
| Q1 26 | — | -32.9% | ||
| Q4 25 | — | -10.9% | ||
| Q3 25 | 2164.1% | -36.0% | ||
| Q2 25 | 8752.7% | -24.4% | ||
| Q1 25 | -3797.2% | -51.8% | ||
| Q4 24 | -555.8% | -62.8% | ||
| Q3 24 | -293.1% | -93.4% | ||
| Q2 24 | -92.0% | -42.7% |
| Q1 26 | — | $-0.52 | ||
| Q4 25 | — | $-0.17 | ||
| Q3 25 | $8.42 | $-0.52 | ||
| Q2 25 | $32.60 | $-0.31 | ||
| Q1 25 | $-16.49 | $-0.58 | ||
| Q4 24 | $4.49 | $-0.68 | ||
| Q3 24 | $-1.72 | $-0.90 | ||
| Q2 24 | $-0.57 | $-0.47 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $2.3B | $61.1M |
| Total DebtLower is stronger | $8.2B | $123.8M |
| Stockholders' EquityBook value | $44.1B | $454.2M |
| Total Assets | $61.6B | $771.3M |
| Debt / EquityLower = less leverage | 0.19× | 0.27× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $61.1M | ||
| Q4 25 | $2.3B | $72.8M | ||
| Q3 25 | $54.3M | $111.9M | ||
| Q2 25 | $50.1M | $108.6M | ||
| Q1 25 | $60.3M | $102.8M | ||
| Q4 24 | $38.1M | $118.6M | ||
| Q3 24 | $46.3M | $148.5M | ||
| Q2 24 | $66.9M | $185.1M |
| Q1 26 | — | $123.8M | ||
| Q4 25 | $8.2B | — | ||
| Q3 25 | $8.2B | — | ||
| Q2 25 | $8.2B | — | ||
| Q1 25 | $8.1B | — | ||
| Q4 24 | $7.2B | — | ||
| Q3 24 | $4.2B | — | ||
| Q2 24 | $3.8B | — |
| Q1 26 | — | $454.2M | ||
| Q4 25 | $44.1B | $451.9M | ||
| Q3 25 | $52.3B | $464.7M | ||
| Q2 25 | $47.5B | $488.3M | ||
| Q1 25 | $32.2B | $493.2M | ||
| Q4 24 | $18.2B | $516.3M | ||
| Q3 24 | $3.8B | $556.9M | ||
| Q2 24 | $2.8B | $617.3M |
| Q1 26 | — | $771.3M | ||
| Q4 25 | $61.6B | $796.4M | ||
| Q3 25 | $73.6B | $808.1M | ||
| Q2 25 | $64.8B | $863.7M | ||
| Q1 25 | $43.9B | $855.3M | ||
| Q4 24 | $25.8B | $864.6M | ||
| Q3 24 | $8.3B | $895.3M | ||
| Q2 24 | $7.1B | $973.2M |
| Q1 26 | — | 0.27× | ||
| Q4 25 | 0.19× | — | ||
| Q3 25 | 0.16× | — | ||
| Q2 25 | 0.17× | — | ||
| Q1 25 | 0.25× | — | ||
| Q4 24 | 0.39× | — | ||
| Q3 24 | 1.12× | — | ||
| Q2 24 | 1.36× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
