Wall Street analysts expect Monolithic Power (MPWR) to post quarterly earnings of $3.07 per share in its upcoming report, which indicates a year-over-year increase of 8.9%. Revenues are expected to be $489.91 million, up 11.1% from the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Before a company announces its earnings, it is essent ...

KIRKLAND, Wash., July 15, 2024 (GLOBE NEWSWIRE) -- Monolithic Power Systems, Inc. (MPS) (Nasdaq: MPWR), a fabless global company that provides high-performance, semiconductor-based power electronics solutions, today announced plans to report its financial results for the second quarter ended June 30, 2024. MPS will report its results after the market closes on Thursday, August 1st. Along with the earnings announcement, MPS will provide written commentary on its results of operations for the second quarter e ...

lindsay_imagery We published a buy rating on Monolithic Power Systems, Inc. (NASDAQ:MPWR) back in November 2023 with the positive thesis that MPWR's AI-related revenue would be enough to offset muted demand from its other business lines: computing, automotive, consumer, and industrial. Our thesis played out to play out in 3Q23, 4Q23, and 1Q24, with management reporting higher enterprise data-related sales each quarter, up 106% Q/Q in 3Q23, 30% Q/Q in 4Q23, and 16% Q/Q and a whopping 217% Y/Y to $149.7M or ~ ...

KIRKLAND, Wash., June 13, 2024 (GLOBE NEWSWIRE) -- Monolithic Power Systems, Inc. (NASDAQ:MPWR), a global company that provides high-performance, semiconductor-based power electronics solutions, announced today its second quarter dividend of $1.25 per common share to all stockholders of record as of the close of business on June 28, 2024. The dividend will be paid on July 15, 2024. Safe Harbor Statement This news release includes "forward-looking statements" intended to qualify for the safe harbor from liab ...

KIRKLAND, Wash., June 13, 2024 (GLOBE NEWSWIRE) -- Monolithic Power Systems, Inc. (Nasdaq: MPWR), a global company that provides high-performance, semiconductor-based power electronics solutions, announced today its second quarter dividend of $1.25 per common share to all stockholders of record as of the close of business on June 28, 2024. The dividend will be paid on July 15, 2024. Safe Harbor Statement This news release includes “forward-looking statements” intended to qualify for the safe harbor from lia ...

AI isn't the only market-moving power in today's tech sector. These explosive growth stocks are getting it done with hardly any exposure to the AI boom. Are you losing patience with the never-ending artificial intelligence (AI) chatter yet? Don't worry -- there are still tech stocks poised for explosive growth beyond the AI hype. Monolithic Power Systems (MPWR 0.27%), Pure Storage (PSTG 0.51%), and Sea Limited (SE 3.25%) are three companies innovating in power management chips, high-speed cloud storage, and ...

报告公司投资评级 Monolithic Power Systems 公司的投资评级未提及。[无] 报告的核心观点 公司财务表现 - 2024年Q1公司实现Non-GAAP营收4.58亿美元,同比上涨1.5%,环比上涨0.9%。[2] - 2024年Q1公司Non-GAAP毛利率为55.7%,同比下滑2个百分点,环比持平。[2] - 2024年Q1公司Non-GAAP摊薄EPS为2.81美元,同比下滑6.3%,环比下滑2.4%。[2] 营收分析 - 存储和计算市场营收1.06亿美元,同比下滑11.4%,占比23.2%。[14] - 企业数据市场营收1.50亿美元,同比大涨217.2%,占比32.7%。[15] - 汽车市场营收0.87亿美元,同比下滑17.3%,占比19.0%。[17] - 工业市场营收0.30亿美元,同比下滑36.4%,占比6.6%。[18] - 通信市场营收0.47亿美元,同比下滑31.2%,占比15.1%。[19] - 消费市场营收0.38亿美元,同比下滑39.9%,占比8.3%。[20] 产品系列营收 - 直流-直流转换器产品营收4.16亿美元,同比下滑2.2%,占比90.8%。[21] - 照明控制产品营收0.42亿美元,同比上涨61.9%,占比9.2%。[22] 2024年Q2业绩指引 - 2024年Q2GAAP营收指引为4.8-5.0亿美元,同比增长11.11%。[24] - 2024年Q2Non-GAAP毛利率指引为55.4%-56.0%,同比下滑0.8个百分点。[24] 根据目录分别总结 总体营收情况 - 2024年Q1公司实现Non-GAAP营收4.58亿美元,同比上涨1.5%,环比上涨0.9%。[2] - 2024年Q1公司Non-GAAP毛利率为55.7%,同比下滑2个百分点,环比持平。[2] - 2024年Q1公司Non-GAAP摊薄EPS为2.81美元,同比下滑6.3%,环比下滑2.4%。[2] 运营资本情况 - 2024年Q1Non-GAAP营业费用为1.03亿美元,同比增长7.3%。[11] - 2024年Q1GAAP营业利润为9550万美元,同比下滑23.2%。[12] - 2024年Q1Non-GAAP营业利润为1.516亿美元,同比下滑7.6%。[12] 库存 - 2024年Q1末库存为3.96亿美元,环比增长3.1%。[13] - 2024年Q1库存周转天数为175天,环比增长1.7%。[13] 按终端市场营收划分 - 存储和计算市场营收1.06亿美元,同比下滑11.4%,占比23.2%。[14] - 企业数据市场营收1.50亿美元,同比大涨217.2%,占比32.7%。[15] - 汽车市场营收0.87亿美元,同比下滑17.3%,占比19.0%。[17] - 工业市场营收0.30亿美元,同比下滑36.4%,占比6.6%。[18] - 通信市场营收0.47亿美元,同比下滑31.2%,占比15.1%。[19] - 消费市场营收0.38亿美元,同比下滑39.9%,占比8.3%。[20] 按产品系列营收划分 - 直流-直流转换器产品营收4.16亿美元,同比下滑2.2%,占比90.8%。[21] - 照明控制产品营收0.42亿美元,同比上涨61.9%,占比9.2%。[22] 2024年Q2业绩指引 - 2024年Q2GAAP营收指引为4.8-5.0亿美元,同比增长11.11%。[24] - 2024年Q2Non-GAAP毛利率指引为55.4%-56.0%,同比下滑0.8个百分点。[24]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 000-51026 Monolithic Power Systems, Inc. (Exact name of registrant as specified in its charter) Delaware 77-0466789 (State or other jurisdiction of ...

Monolithic Power Systems, Inc. (MPWR) reported healthy first-quarter 2024 results, with the bottom and the top lines beating the respective Zacks Consensus Estimate. Despite declining trends in several verticals, the Kirkland, WA-based company witnessed modest revenue growth year over year, backed by strong momentum in the Enterprise Data vertical. Net Income Net income, on a GAAP basis, was $92.5 million or $1.89 per share compared with $109.8 million or $2.26 per share in the year-ago quarter. Higher oper ...

财务数据和关键指标变化 - 公司第一季度收入环比和同比均有增长,订单模式在整个季度内持续呈上升趋势 [7] - 公司对下半年2024年的可见度有限,许多客户仍保持谨慎态度 [7] 各条业务线数据和关键指标变化 - 公司在服务器电源管理、通信和工业等领域都看到了市场份额的增长 [11][13] - 公司在消费电子领域的市场份额有所下降,但现在已经有更多产能来满足这一需求 [12] 各个市场数据和关键指标变化 - 公司在中国电动车市场看到了显著的增长机会,预计未来几年内中国电动车出口量将增加500万-600万辆 [42] - 公司在数据转换器和多芯片模块等新产品领域取得了进展,这些产品有望在未来一年内实现更广泛的市场应用 [61][63] 公司战略和发展方向及行业竞争 - 公司正在持续拓展产品组合和全球供应链,以应对市场变化 [7][58][59] - 公司在高功率AI计算领域保持技术领先地位,并积极参与客户新产品的前期设计 [23][25][26] - 公司看好AI技术向各行各业渗透的趋势,这将带动通信等其他领域的需求增长 [93][97] 管理层对经营环境和未来前景的评论 - 公司对下半年的市场环境保持谨慎态度,但对长期发展战略仍然充满信心 [8] - 公司认为,即使在当前不确定的市场环境下,也要保持灵活应对能力 [8] - 公司看好AI技术在未来几年内将广泛渗透到各个应用领域,这将为公司带来新的增长机会 [87] 问答环节重要的提问和回答 问题1 **Tore Svanberg 提问** 公司在哪些垂直领域看到更多的市场份额增长?[11] **Michael Hsing 回答** 公司在服务器电源管理、笔记本电脑和消费电子等领域都实现了较好的市场份额增长 [12][13] 问题2 **Quinn Bolton 提问** 公司如何看待未来在高功率AI计算领域的竞争格局?[22][23] **Michael Hsing 和 Bernie Blegen 回答** 公司一直专注于技术创新,在前期设计阶段就与客户紧密合作,保持技术领先地位 [23][25][26] 问题3 **William Stein 提问** 公司在数据转换器和多芯片模块等新产品领域的进展如何?[60][61][63] **Michael Hsing 回答** 公司在这些新产品领域取得了良好进展,未来一年内将推出更多产品满足市场需求 [61][63]