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    Hans Mosesmann

    Managing Director and Senior Research Analyst at Rosenblatt Securities

    Hans Mosesmann is a Managing Director and Senior Research Analyst at Rosenblatt Securities, specializing in technology and semiconductor research with coverage of leading companies such as NVIDIA, AMD, Broadcom, Lattice Semiconductor, Microchip Technology, and Monolithic Power Systems. He has established a strong track record, achieving a price target met ratio of 67.22% and an average return per transaction of 32.10%, with a 69% success rate on his stock recommendations and notable top calls on names like Broadcom and Super Micro Computer. Mosesmann began his Wall Street career in the 1990s and joined Rosenblatt Securities in the mid-2010s after prior experience at other investment research firms. He holds multiple professional credentials including FINRA registration and industry-standard securities licenses.

    Hans Mosesmann's questions to MONOLITHIC POWER SYSTEMS (MPWR) leadership

    Hans Mosesmann's questions to MONOLITHIC POWER SYSTEMS (MPWR) leadership • Q4 2024

    Question

    Hans Mosesmann asked for the revenue split between AI and non-AI within the enterprise data segment and inquired about the customer share split between their historical AI customer and newer accelerator customers for the year.

    Answer

    EVP and CFO Bernie Blegen reiterated that the lines between AI and non-AI are blurry, making a meaningful split impossible to provide. CEO Michael Hsing added that customers do not want them to disclose these numbers. Regarding the customer split, Michael Hsing stated they do not have a clear picture at this time and are not in a position to answer, both due to product overlap and customer confidentiality.

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