Core Insights - Monolithic Power Systems, Inc. (MPWR) reported strong first-quarter 2025 results, with adjusted earnings and revenues exceeding the Zacks Consensus Estimate [1] Financial Performance - Net income on a GAAP basis was $133.8 million or $2.79 per share, up from $92.5 million or $1.89 per share year-over-year, driven by top-line growth [3] - Non-GAAP net income increased to $193.8 million or $4.04 per share from $137.5 million or $2.81 per share in the prior-year quarter, surpassing the Zacks Consensus Estimate by 4 cents [3] - Revenues reached $637.6 million, a 39.2% increase from $457.9 million in the year-ago quarter, beating the Zacks Consensus Estimate of $635 million [4] Revenue Breakdown by End Markets - Storage and Computing revenues were $188.5 million, up 77.7% year-over-year, driven by strong demand for memory and notebook solutions, exceeding the Zacks Consensus Estimate of $177.57 million [5] - Automotive revenues contributed $144.9 million, compared to $87.1 million in the year-ago quarter, though it missed the Zacks Consensus Estimate of $148.34 million [6] - Industrial revenues increased to $42.6 million from $30.2 million year-over-year, slightly beating the Zacks Consensus Estimate of $42.16 million [6] - Communications end market revenues were $71.7 million, up from $46.7 million year-over-year, but fell short of the Zacks Consensus Estimate of $73.27 million [7] - Consumer end market revenues improved to $56.9 million from $38.1 million year-over-year, missing the Zacks Consensus Estimate of $58.92 million due to lower gaming revenues [7] Operational Metrics - Non-GAAP gross margin remained stable at 55.7%, while non-GAAP operating expenses rose to $133.5 million from $103.4 million in the prior-year period [8] - Non-GAAP operating income increased to $221.5 million from $151.6 million year-over-year [8] Cash Flow and Liquidity - Operating cash flow for the quarter was $256.4 million, compared to $248 million in the prior-year quarter [10] - As of March 31, 2025, cash and cash equivalents totaled $637.4 million, with $105.8 million in other long-term liabilities [10] Future Outlook - For Q2 2025, the company estimates revenues between $640 million and $660 million, with non-GAAP gross margin expected to be between 55.2% and 55.8% [11] - GAAP gross margin is anticipated to be in the range of 54.9% to 55.5%, with GAAP operating expenses projected between $189.0 million and $195.0 million [11]

Monolithic Power (MPWR) reported $637.55 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 39.2%. EPS of $4.04 for the same period compares to $2.81 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $635.14 million, representing a surprise of +0.38%. The company delivered an EPS surprise of +1.00%, with the consensus EPS estimate being $4.00.While investors scrutinize revenue and earnings changes year-over-year and how they compare with ...

Monolithic Power (MPWR) came out with quarterly earnings of $4.04 per share, beating the Zacks Consensus Estimate of $4 per share. This compares to earnings of $2.81 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 1%. A quarter ago, it was expected that this chipmaker would post earnings of $4.01 per share when it actually produced earnings of $4.09, delivering a surprise of 2%.Over the last four quarters, the company has surp ...

Monolithic Power Systems (MPWR) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Bernie Blegen - Executive VP & CFOTore Svanberg - Managing DirectorMichael Hsing - Founder, Chairman, President & CEOTony Balow - Vice President of FinanceRoss Seymore - Managing DirectorRick Schafer - Managing Director - Semiconductor Equity ResearchJoshua Buchalter - Director - Equity ResearchChris Caso - Managing Director Conference Call Participants Quinn Bolton - Senior AnalystJoe Quatrochi - Director & ...

Monolithic Power Systems (MPWR) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Speaker0 Everyone to the MPS first quarter twenty twenty five earnings webinar. My name is Genevieve Cunningham and I will be the moderator for this webinar. Joining me today are Michael Singh, CEO and Founder of MPS Bernie Blegen, EVP and CFO and Tony Balo, Vice President of Finance. Earlier today, along with our earnings announcement, MPS released a written commentary on the results of our operations. Both documents can be foun ...

Exhibit 99.2 Monolithic Power Systems Q1'25 Earnings Commentary The highest quality power solutions for Industrial Applications, Telecom Infrastructures, Cloud Computing, Automotive, and Consumer Applications Monolithic Power Systems to Report First Quarter Results on May 1, 2025 MPS will report its results after the market closes on May 1, 2025 and host a question-and-answer webinar at 2:00 p.m. PT / 5:00 p.m. ET. The live event will be held via a Zoom webcast, which can be accessed at https://mpsic.zoom.u ...

KIRKLAND, Wash., May 01, 2025 (GLOBE NEWSWIRE) -- Monolithic Power Systems, Inc. (“MPS”) (Nasdaq: MPWR), a fabless global company that provides high-performance, semiconductor-based power electronics solutions, today announced financial results for the quarter ended March 31, 2025. The financial results for the quarter ended March 31, 2025 were as follows: Revenue was $637.6 million for the quarter ended March 31, 2025, a 2.6% increase from $621.7 million for the quarter ended December 31, 2024 and a 39.2% ...

KIRKLAND, Wash., May 01, 2025 (GLOBE NEWSWIRE) -- MPS will report its results after the market closes on May 1, 2025 and host a question-and-answer webinar at 2:00 p.m. PT / 5:00 p.m. ET. The live event will be held via a Zoom webcast, which can be accessed at https://mpsic.zoom.us/j/92570889542. Q1 2025 Financial Summary (Unaudited) GAAP Q1'25 Q4'24 Q1'24  QoQ ChangeYoY ChangeRevenue ($k)$ 637,554 $ 621,665 457,885  Up 2.6%Up 39.2%Gross Margin55.4% 55.4% 55.1%  FlatUp 0.3 ptsOpex ($k)$ 184,471 $ 181,101 15 ...

I am an independent analyst and investor interested in investing at the intersection of value and growth. My method is a highly qualitative focus on mostly small caps, looking for both long term compounders as well as some special situations. On Twitter @GrowthyValueAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinion ...

The upcoming report from Monolithic Power (MPWR) is expected to reveal quarterly earnings of $4 per share, indicating an increase of 42.4% compared to the year-ago period. Analysts forecast revenues of $632.18 million, representing an increase of 38.1% year over year.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Before a company reve ...