财务数据和关键指标变化 - 公司报告了创纪录的第二季度收入为5.074亿美元,超出了指引的上限 [7] - 收入强劲增长归因于三个因素:AI电源解决方案需求增加、多个终端市场订单趋势改善,以及过去几年获得的设计赢单带来的初始收入增长 [7] 各条业务线数据和关键指标变化 - 公司正在扩大和多元化其全球供应链,以确保供应稳定并捕捉未来增长 [7] - 公司正在从仅作为芯片供应商向全面解决方案提供商转型 [7][23][24][25][26][27][28] - 公司的模块业务(不包括AI)目前约占总收入的20%-25%,每年增长速度高于公司整体增长 [25][26][27] 各个市场数据和关键指标变化 - 第三季度展望中,通信、存储和计算领域将继续增长,其他领域也将有增量改善 [10] - 汽车市场近期前景仍有些模糊,但公司在该领域的长期定位正在不断改善,获得了更多设计赢单 [19][20] - 公司在数据中心电源、汽车和工业等领域拥有巨大的增长机会 [36][52][53][57][58][59][61][62][63] 公司战略和发展方向及行业竞争 - 公司正在从仅销售芯片转向提供基于芯片的整体解决方案,这一转型之路公司已经开始多年 [23][24][25][26][27][28][29] - 公司在垂直电源传输技术方面处于领先地位,拥有业界少数公司具备的相关能力 [31][41][42][43][44][45] - 公司正在积极开发碳化硅技术,应用于数据中心电源等领域,未来有望带来可观收益 [57][58][59] 管理层对经营环境和未来前景的评论 - 公司对未来前景保持信心,认为汽车和工业等领域存在大量绿地机会 [19][20][61][62][63] - 公司表示目前市场环境波动较大,季节性趋势难以预测 [47][48] 其他重要信息 - 公司表示不需要向华为出口许可证,与其业务关系较小 [67][68][69] 问答环节重要的提问和回答 问题1 **Matt Ramsay 提问** 询问第三季度各终端市场的表现情况 [9] **Bernie Blegen 回答** 第三季度订单趋势有所改善,增长较为广泛,其中数据中心、通信和计算领域表现尤为出色 [10] 问题2 **Dustin Fowler 提问** 询问公司在汽车和数据中心电源隔离领域的机会 [14][18] **Michael Hsing 和 Bernie Blegen 回答** 公司在这些领域拥有良好的设计赢单和市场地位,未来增长前景看好,但短期内仍存在一些不确定性 [16][17][19][20] 问题3 **Quinn Bolton 提问** 询问公司在数据中心业务和垂直电源传输技术方面的机会 [38][40] **Michael Hsing 和 Bernie Blegen 回答** 公司在垂直电源传输技术方面处于领先地位,拥有多种解决方案,未来在数据中心等领域有望带来可观收益 [41][42][43][44][45]

文章核心观点 - 公司本季度营收为5.074亿美元,同比增长15% [1] - 公司本季度每股收益为3.17美元,去年同期为2.82美元 [1] - 公司营收和每股收益均超出分析师预期 [2] 按目录分类总结 企业数据 - 企业数据营收为1.872亿美元,超出分析师预期1.692亿美元,同比增长290.2% [6] 存储和计算 - 存储和计算营收为1.149亿美元,超出分析师预期1.0945亿美元,同比下降7.7% [7] 汽车 - 汽车营收为8720万美元,低于分析师预期9254万美元,同比下降16.5% [8] 通信 - 通信营收为4360万美元,低于分析师预期4736万美元,同比下降11.6% [9] 消费电子 - 消费电子营收为4220万美元,超出分析师预期3856万美元,同比下降35.3% [10] 工业 - 工业营收为3230万美元,超出分析师预期3106万美元,同比下降35.1% [11]

Monolithic Power (MPWR) came out with quarterly earnings of $3.17 per share, beating the Zacks Consensus Estimate of $3.07 per share. This compares to earnings of $2.82 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 3.26%. A quarter ago, it was expected that this chipmaker would post earnings of $2.66 per share when it actually produced earnings of $2.81, delivering a surprise of 5.64%. Over the last four quarters, the compa ...

KIRKLAND, Wash., Aug. 01, 2024 (GLOBE NEWSWIRE) -- MPS will report its results after the market closes on August 1, 2024 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/97644523160. Q2 2024 Financial Summary (Unaudited) | --- | --- | --- | --- | --- | --- | --- | |------------------|---------------------|---------------------|-------|---------------------|---------------------|------------ ...

财务业绩 - 公司第二季度收入为5.074亿美元，同比增长15.0%[3] - 公司第二季度毛利率为55.3%，同比增长1.3个百分点[45] - 非GAAP毛利率为55.7%，较上年同期下降0.8个百分点[5] - 非GAAP营业收入为1.71亿美元，同比增长11.7%[9] - 非GAAP净利润为1.551亿美元，同比增长12.8%[15] - 公司第二季度营业利润为1.17亿美元，同比增长3.7%[45] - 公司第二季度净利润为1.00亿美元，同比增长0.9%[45] - 公司第二季度非GAAP净利润为1.55亿美元，同比增长12.8%[49] - 公司第二季度非GAAP每股收益为3.17美元，同比增长12.4%[50] 财务预测 - 公司预计第三季度收入将达5.9亿美元至6.1亿美元[31] - 预计第三季度非GAAP毛利率将为55.5%至56.1%[32] - 预计第三季度非GAAP营业费用将为1.183亿美元至1.203亿美元[33] - 预计全年非GAAP税率为12.5%[34] - 2024年第二季度总营收为5.33亿美元，同比增长5.2%[53] - 2024年上半年总营收为9.67亿美元，同比增长5.4%[53] - 2024年第二季度非GAAP毛利率为55.7%，同比下降0.8个百分点[54] - 2024年上半年非GAAP毛利率为55.7%，同比下降1.4个百分点[54] - 2024年第二季度非GAAP营业费用为1.12亿美元，同比增长16.3%[57] - 2024年上半年非GAAP营业费用为2.15亿美元，同比增长12.0%[57] - 2024年第二季度非GAAP营业利润为1.71亿美元，同比增长11.6%[60] - 2024年上半年非GAAP营业利润为3.23亿美元，同比增长1.7%[60] - 2024年第三季度预计非GAAP毛利率为55.5%-56.1%[67] - 2024年第三季度预计非GAAP营业费用为1.18-1.20亿美元[68] 其他 - 公司重组产品线,第一季度数据已经重述[29] - 公司CEO表示业绩反映了长期增长战略的成功[30] - 公司现金及现金等价物为11.08亿美元，较上年同期增加4.3%[43] - 公司库存为3.84亿美元，较上年同期增加10.1%[43]

KIRKLAND, Wash., Aug. 01, 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 financial results for the quarter ended June 30, 2024. The financial results for the quarter ended June 30, 2024 were as follows: Revenue was $507.4 million for the quarter ended June 30, 2024, a 10.8% increase from $457.9 million for the quarter ended March 31, 2024 and a 15.0% incr ...

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 ~ ...

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