Key Takeaways MPWR posted Q4 results above earnings and revenue estimates, driven by record quarterly revenues.MPWR saw growth across storage, enterprise data, automotive, industrial and communications markets.MPWR delivered non-GAAP EPS of $4.79, beating estimates as revenues rose 20.8% year over year.Monolithic Power Systems (MPWR) reported strong fourth-quarter 2025 results, with both adjusted earnings and revenues surpassing the respective Zacks Consensus Estimate.The Kirkland, WA-based company witnesse ...

Monolithic Power Systems, Inc. (NASDAQ:MPWR) reported upbeat earnings for the fourth quarter on Thursday.The company posted quarterly earnings of $4.79 per share which beat the analyst consensus estimate of $4.72 per share. The company reported quarterly sales of $751.155 million which beat the analyst consensus estimate of $739.928 million.“Our results demonstrate our continued success in transforming from a chip-only, semiconductor supplier to a full service, silicon-based solutions provider,” said Michae ...

Monolithic Power Systems, Inc. (NASDAQ:MPWR) reported upbeat earnings for the fourth quarter on Thursday.The company posted quarterly earnings of $4.79 per share which beat the analyst consensus estimate of $4.72 per share. The company reported quarterly sales of $751.155 million which beat the analyst consensus estimate of $739.928 million.“Our results demonstrate our continued success in transforming from a chip-only, semiconductor supplier to a full service, silicon-based solutions provider,” said Michae ...

Tony Balow, vice president of finance, attributed the performance to “consistent execution, continued innovation, and our customer focus.” He also said the company’s non-enterprise data end markets grew by over 40% year-over-year in 2025, which management framed as evidence of a diversified model.In prepared remarks, management said MPS posted its 14th consecutive year of growth with full-year 2025 revenue of $2.8 billion , up 26.4% from 2024. Fourth-quarter 2025 revenue was a record $751.2 million , up 1.9 ...

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For the quarter ended December 2025, Monolithic Power (MPWR) reported revenue of $751.16 million, up 20.8% over the same period last year. EPS came in at $4.79, compared to $4.09 in the year-ago quarter.The reported revenue represents a surprise of +1.41% over the Zacks Consensus Estimate of $740.72 million. With the consensus EPS estimate being $4.73, the EPS surprise was +1.3%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to deter ...

Monolithic Power (MPWR) came out with quarterly earnings of $4.79 per share, beating the Zacks Consensus Estimate of $4.73 per share. This compares to earnings of $4.09 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +1.30%. A quarter ago, it was expected that this chipmaker would post earnings of $4.62 per share when it actually produced earnings of $4.73, delivering a surprise of +2.38%.Over the last four quarters, the compa ...

Financial Data and Key Metrics Changes - MPS reported full-year revenue of $2.8 billion for 2025, representing a 26.4% increase from 2024 [6] - Q4 2025 revenue reached a record $751.2 million, up 1.9% from Q3 2025 and 20.8% higher than Q4 2024 [6][7] - The company achieved a book-to-bill ratio well in excess of one, indicating strong demand and a growing backlog extending into Q2 and Q3 of 2026 [13] Business Line Data and Key Metrics Changes - Non-enterprise data end markets grew over 40% year-over-year, highlighting the strength of MPS's diversified business model [6] - Record module revenue was achieved, with a focus on shifting towards solutions, particularly in the data center and automotive sectors [7] - Automotive segment grew 43% year-over-year, driven by new technologies and increased content opportunities [66] Market Data and Key Metrics Changes - Strong demand was noted in enterprise data and communications markets, with expectations for continued growth into 2026 [14] - Data center demand has been robust, contributing to growth in storage, optical modules, and switches [19] - The company is expanding its customer base in data center power solutions across various applications, including AI and server technologies [7] Company Strategy and Development Direction - MPS is focused on innovation and solving customer challenges, with ongoing investments in new technology and market expansion [8] - The company aims to maintain supply chain stability and adapt quickly to market changes, ensuring future growth opportunities [8] - A strategic transition is underway to enhance product offerings from silicon to systems and modules, aiming for higher value and efficiency [117][118] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in MPS's prospects, citing a strong culture, dedicated employees, and a solid product portfolio [3] - The outlook for enterprise data growth was adjusted to a floor of 50% for 2025, reflecting improved ordering patterns and customer demand [16] - Management acknowledged macro uncertainties but indicated a secure first half for enterprise data, with positive initial signs from Q4 ordering patterns [82] Other Important Information - The quarterly dividend will increase by 28% to $2 per share, with over 72% of free cash flow returned to stockholders through share repurchases and dividends over the past three years [7] - The company has established a supply chain management system to support its growth and ensure quality standards [95] Q&A Session Summary Question: Insights on different market segments for March quarter - Management noted strong ordering patterns in Q4 2025, with expectations for continued strength in enterprise data and communications [12][13] Question: Outlook for enterprise data growth - Management increased the growth outlook for enterprise data to a floor of 50% for 2025, citing confidence from recent ordering patterns [16] Question: Impact of memory prices on demand - Management indicated that while there may be some pressure from memory prices, they do not foresee significant demand destruction in their markets [31] Question: Expectations for optical transceiver business - Management confirmed strong growth in optical modules and expects continued growth in the communications segment [64] Question: Drivers of automotive segment growth - The automotive segment's growth is attributed to diversification into new technologies and increased content opportunities, with ADAS being a significant factor [66][70] Question: Capacity expansion plans - Management acknowledged the need for increased capacity beyond $4 billion and is actively expanding supply chain management to support this growth [95] Question: Shift to vertical power solutions - Management confirmed that vertical power solutions are expected to drive revenue growth in 2026, aligning with market trends towards energy efficiency [125][127]

Monolithic Power Systems (NasdaqGS:MPWR) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsArthur Lee - Finance ManagerBernie Blegen - EVP and CFOChris Caso - Managing DirectorGary Mobley - Managing DirectorJoe Quatrochi - DirectorJosh Buchalter - Managing DirectorKelsey Chia - VPMichael Hsing - CEO and FounderQuinn Bolton - Managing DirectorRick Schafer - Managing DirectorRob Dean - Corporate ControllerTony Balow - VP of FinanceTore Svanberg - Managing DirectorConference Call Particip ...

Monolithic Power Systems (NasdaqGS:MPWR) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Speaker8Welcome, everyone, to the MPS fourth quarter 2025 earnings webinar. My name is Arthur Lee, and I'll be the moderator for this webinar. Joining me today are Michael Hsing, CEO and founder of MPS, Bernie Blegen, EVP and CFO, Rob Dean, Corporate Controller, and Tony Balow, Vice President of Finance. Earlier today, along with our earnings announcement, MPS released a written commentary on the results of our oper ...