Earnings summaries and quarterly performance for MONOLITHIC POWER SYSTEMS.
Executive leadership at MONOLITHIC POWER SYSTEMS.
Michael Hsing
Detailed
Chief Executive Officer and President
CEO
Bernie Blegen
Detailed
Executive Vice President and Chief Financial Officer
Deming Xiao
Detailed
Executive Vice President, Global Operations
Maurice Sciammas
Detailed
Executive Vice President, Worldwide Sales and Marketing
Saria Tseng
Detailed
Executive Vice President, Strategic Corporate Development, General Counsel and Corporate Secretary
Board of directors at MONOLITHIC POWER SYSTEMS.
Research analysts who have asked questions during MONOLITHIC POWER SYSTEMS earnings calls.
Joshua Buchalter
TD Cowen
6 questions for MPWR
Also covers: ADI, AIP, ALGM +15 more
Quinn Bolton
Needham & Company, LLC
6 questions for MPWR
Also covers: ALAB, ALGM, AMBA +22 more
Richard Schafer
Oppenheimer & Co. Inc.
6 questions for MPWR
Also covers: SMTC, VECO
Ross Seymore
Deutsche Bank
6 questions for MPWR
Also covers: ADI, ALAB, AMBA +14 more
Tore Svanberg
Stifel Financial Corp.
6 questions for MPWR
Also covers: ADI, ALAB, AMBA +14 more
Gary Mobley
Loop Capital
5 questions for MPWR
Also covers: ALGM, CDNS, CRUS +7 more
William Stein
Truist Securities
4 questions for MPWR
Also covers: ADI, APH, ARW +14 more
Chris Caso
Wolfe Research LLC
3 questions for MPWR
Also covers: ADI, ALGM, AMAT +12 more
Christopher Caso
Wolfe Research
3 questions for MPWR
Also covers: ADI, ALGM, AMAT +16 more
Jack Egan
Charter Equity Research
3 questions for MPWR
Also covers: ACLS, COHR, NVTS +1 more
Kelsey Chia
Citigroup Inc.
3 questions for MPWR
Joe Quatrochi
Wells Fargo
2 questions for MPWR
Also covers: AEIS, ALGM, AMAT +10 more
Joseph Quatrochi
Wells Fargo Securities, LLC
2 questions for MPWR
Also covers: AEIS, ALGM, AMAT +10 more
Hans Mosesmann
Rosenblatt Securities
1 question for MPWR
Wei Chia
Citigroup
1 question for MPWR
William Kerwin
Morningstar
1 question for MPWR
Also covers: LFUS
Recent press releases and 8-K filings for MPWR.
MPS reports Q3 2025 record revenue and diversified wins
MPWR
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Achieved record Q3 revenue of $737.2 million, up 10.9% sequentially and 18.9% year-over-year, driven by growth across all end markets.
- Secured new design wins, including a Tier 1 ADAS solution in automotive and its first full battery management system for a robotics platform, underscoring its shift toward system-level silicon solutions.
- Raised Q4 2025 revenue guidance by ~1%, citing stronger-than-anticipated enterprise data and industrial market momentum carrying into early 2026.
- Expects enterprise data segment to grow 30-40% in 2026, with the bulk of ramps in H2, and maintains a mid-55% gross margin outlook.
Oct 30, 2025, 9:00 PM
MPS reports Q3 2025 earnings
MPWR
Earnings
Guidance Update
- Record Q3 revenue of $737.2 M, up 10.9% QoQ and 18.9% YoY, driven by diversified end-market strength.
- Q4 2025 revenue guidance up ~1% sequentially, underpinned by momentum in enterprise data and industrial segments.
- Notable design wins include expanded ADAS solutions for automotive and first full battery management system for robotics, supporting transition to system-level offerings.
- Gross margins remain in the mid-55% range, expected to stay steady (±20–30 bps) absent extended backlog visibility.
- Enterprise data segment projected to grow 30–40% in 2026, with major ramps in H2 2026 from vertical power and module solutions.
Oct 30, 2025, 9:00 PM
Monolithic Power Systems reports Q3 2025 results
MPWR
Earnings
Guidance Update
- Record Q3 revenue of $737.2 million, up 10.9% sequentially and 18.9% year-over-year.
- CFO highlighted strong momentum in enterprise data and industrial markets as new customer layering drives growth into Q4 and early 2026.
- Secured key design wins: next-generation automotive ADAS solutions and first full battery management system for robotics, underscoring the shift to full-service silicon-based offerings.
- Management expects gross margins to remain in the mid-55% range, constrained by short-term order visibility.
Oct 30, 2025, 9:00 PM
Monolithic Power Systems reports Q3 2025 earnings
MPWR
Earnings
Guidance Update
- Monolithic Power Systems reported Q3 2025 revenue of $737.2 M (up 10.9% QoQ; 18.9% YoY) and GAAP net income of $178.3 M (+33.3% QoQ), or $3.71 EPS.
- Non-GAAP net income was $227.1 M, or $4.73 EPS, reflecting a 12.3% QoQ and 14.3% YoY increase.
- All end markets saw YoY growth, led by Storage & Computing (+29.6%) and Automotive (+36.1%).
- Cash, cash equivalents and short-term investments totaled $1.27 B, and operating cash flow was $239.3 M in the quarter.
- For Q4 2025, MPS forecasts revenue of $730 M–$750 M and non-GAAP gross margin of 55.2%–55.8%.
Oct 30, 2025, 8:01 PM
Monolithic Power Systems reports Q3 2025 results
MPWR
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Third-quarter revenue was $737.2 million, up 10.9% sequentially and 18.9% year-over-year.
- GAAP net income of $178.3 million ($3.71 diluted EPS) and non-GAAP net income of $227.1 million ($4.73 diluted EPS).
- Non-GAAP gross margin of 55.5% and operating margin of 35.4% in Q3 2025.
- All end markets grew year-over-year, led by Automotive (+36.1%) and Storage & Computing (+29.6%).
- Fourth-quarter revenue guidance set at $730 million to $750 million.
Oct 30, 2025, 8:01 PM
Monolithic Power Systems highlights robust growth and shareholder returns
MPWR
Revenue Acceleration/Inflection
Dividends
Share Buyback
- Revenue reached $2.748 B in 2025, marking a 24.9% CAGR since 2018 vs. 5.1% industry growth.
- Non-GAAP EPS was $14.12 in 2024, alongside a 55.8% non-GAAP gross margin.
- Free cash flow of $638 M in 2024, with 74% returned to shareholders via $636 M in buybacks and $241 M in dividends; $640 M repurchased (2018–24), $500 M buyback authorization remaining.
- ESG metrics: 18% reduction in greenhouse gas emissions, 40% renewable electricity usage, and 40% of workforce are women in 2024.
Oct 9, 2025, 11:00 AM
Monolithic Power Systems sued by Reed Semiconductor for patent infringement
MPWR
Legal Proceedings
- Reed Semiconductor filed a patent infringement lawsuit against Monolithic Power Systems in the U.S. District Court for the Western District of Texas, alleging infringement of U.S. Patent No. 7,960,955 covering power semiconductor devices.
- The complaint asserts MPS engaged in bad-faith interference with Reed’s business relationships and labels MPS’s prior lawsuits (2023–2025) as baseless.
- Reed emphasizes its significant R&D investments in technologies such as Constant On-Time control, Smart Power Stage architecture, and DDR5 PMICs, accusing MPS of improperly profiting from misappropriated IP.
Oct 6, 2025, 8:24 PM
Monolithic Power Systems reports Q2 2025 results
MPWR
Earnings
Guidance Update
- Q2 revenue of $664.6 M, up 4.2% sequentially and 31% year-over-year, marking a record quarter.
- Q3 guidance targets ~8% sequential growth at midpoint; enterprise data expected to grow 20–30%, consumer seasonality positive, other markets high-single-digits, with storage & compute showing caution.
- AI ASIC programs are beginning initial shipments across multiple customers, and the $4 B SAM for enterprise data remains unchanged for the near- to mid-term.
- Automotive content ramps are driving strong demand, with full-year growth of 40–50% anticipated and further step-ups in Q3–Q4 as new platforms launch.
- Capacity can support up to $4 B in annual revenue, with a goal of 50% capacity outside China by year-end; channel inventories remain lean to meet short-lead-time demand.
Aug 1, 2025, 6:54 PM
Monolithic Power Systems Q1 2025 Earnings & Results Highlights
MPWR
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Q1 2025 revenue reached $637.6 million, marking a 39.2% YoY increase compared to Q1 2024 and a sequential increase from Q4 2024
- Reported GAAP net income of $133.8 million and diluted EPS of $2.79, reflecting improved profitability
- Diversified innovation across robotics, automotive, data center, building automation, medical and audio drove strong performance, design wins, and ramp opportunities in the second half
- Strong performance in key end markets is highlighted by sequential growth in Storage & Computing and Automotive segments along with forward guidance for Q2 2025
- Ongoing global diversification in manufacturing and R&D supports the strategic shift towards delivering full-service, silicon-based solutions
May 1, 2025, 9:01 PM
Monolithic Power Systems Amends Bylaws and Governance Provisions
MPWR
Board Change
Proxy Vote Outcomes
- The Board approved Amended and Restated Bylaws effective immediately, which include new shareholder rights and procedures for calling special meetings, provided a shareholder holds at least 30% of voting stock continuously for one year.
- The amendments establish detailed procedures for stockholder-nominated director elections and proxy access, outlining disclosure and nomination requirements to ensure clarity in governance.
- Additional provisions cover matters including forum selection for legal disputes and enhanced indemnification for directors and officers, reinforcing the company’s governance framework.
Mar 26, 2025, 12:00 AM
Quarterly earnings call transcripts for MONOLITHIC POWER SYSTEMS.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more