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MPWR filed its 10-Q; the most relevant disclosure change is added Leadership changes: Rob Dean appointed as Interim Chief Financial Officer following Bernie Blegen's departure. A transition agreement with the former CFO was filed as Exhibit 10.1. Customer concentration: Distributor A represented 26% of revenue; Distributor B represented 16% of revenue.
Subscribe to read moreMPWR beat prior Q1 2026 Revenue guidance by +$24.2M. Non-GAAP Tax Rate was maintained by 0.0 pts to 15.0%. For Q2 2026, the company forecasts revenue of $890 million to $910 million, implying approximately 13.3% year-over-year growth at the midpoint.
Subscribe to read moreMPWR filed its 10-K; the most relevant disclosure change is added Restatement of Previously Issued Financial Statements: The company identified an error in accounting for deferred income taxes related to a one-time tax incentive granted by a foreign jurisdiction. FY2024 income tax benefit was understated by $194.6 million. The company restated FY2024 annual and Q1-Q3 2025 quarte. Customer concentration: Distributor A represented 26% of revenue; Distributor B represented 18% of revenue.
Subscribe to read moreMonolithic Power Systems will restate its FY 2024 Form 10-K and Q1-Q3 2025 Form 10-Q filings after determining that previously issued financial statements should no longer be relied upon due to an unintentional error in accounting for deferred income taxes associated with a one-time foreign tax incentive. The restatement, which is non-cash in nature, decreases FY 2024 income tax benefit by $195 million and increases FY 2025 net income by $5.5 million; however, the error does not impact revenue, non-GAAP gross ma...
Subscribe to read moreMPWR beat prior Q4 2025 Non-GAAP Diluted EPS guidance by +$0.06. Monolithic Power Systems reported Q4 2025 revenue of $751.2 million, up 20.8% year over year from $621.7 million in Q4 2024. The company announced CFO Bernie Blegen will retire effective with the 2025 Form 10-K filing, with Corporate Controller Rob Dean appointed as interim CFO. The board approved a 28% increase in the quarterly cash dividend from $1.56 to $2.00 per share.
Subscribe to read moreMPWR beat prior Q3 2025 Revenue guidance by +$734.2M. Non-GAAP Tax Rate was maintained by 0.0 pts to 15% (midpoint). Revenue increased 18.9% year-over-year driven by strength in Storage and Computing (+29.6% YoY), Automotive (+36.1% YoY), and Industrial (+25.7% YoY). The company issued Q4 2025 guidance for revenue of $730 million to $750 million, maintaining the non-GAAP tax rate at 15% for full-year 2025.
Subscribe to read moreMPWR filed its 10-Q; the most relevant disclosure change is expanded Legal Proceedings: Disclosed securities class action lawsuit Waterford Twp. Gen. Emps. Ret. Sys. v. Monolithic Power Systems, Inc., et al., No. 25-cv-220 (W.D. Wash.) filed February 4, 2025 alleging violations of Sections 10(b) and 20(a) of the Securities Exchange Act regarding . Customer concentration: Distributor A represented 25% of revenue; Distributor B represented 17% of revenue.
Subscribe to read moreMPWR filed its 10-Q; the most relevant disclosure change is added Legal proceedings: A securities class action lawsuit (Waterford Twp. v. Monolithic Power Systems) was filed February 4, 2025 alleging violations of securities laws related to Nvidia business disclosures; two derivative suits (Miller v. Hsing and Roy v. Hsing) were filed March 26. Customer concentration: Distributor A represented 24% of revenue; Distributor B represented 19% of revenue.
Subscribe to read moreMPWR beat prior Q2 FY2025 GAAP operating income guidance by +$162.4M. Monolithic Power Systems reported Q1 2025 revenue of $637.6 million, a 39.2% increase year-over-year, with GAAP net income of $133.8 million ($2.79 per diluted share) and non-GAAP net income of $193.8 million ($4.04 per diluted share). The company provided Q2 2025 guidance projecting revenue of $640.0 million to $660.0 million, non-GAAP gross margin of 55.2% to 55.8%, and non-GAAP operating expenses of $132.6 million to $136.6 million.
Subscribe to read moreMonolithic Power Systems filed its definitive proxy statement for the June 12, 2025 annual meeting. Stockholders are asked to elect three Class III directors (Herbert Chang, Michael Hsing, and Carintia Martinez), ratify Ernst & Young LLP as auditor, approve executive compensation on an advisory basis, and vote on a management proposal to declassify the board over six years and a stockholder proposal to lower the special meeting threshold to 10%. The board already amended bylaws in March 2025 to allow stockholder...
Subscribe to read moreMonolithic Power Systems, Inc. filed an 8-K on March 26, 2025 disclosing that its Board of Directors approved Amended and Restated Bylaws, effective immediately. The amendments establish a right for stockholders to call a special meeting, requiring holders of at least 30% of outstanding shares entitled to vote generally for the election of directors to have held such shares continuously for at least one year prior to delivering a special meeting request. The Amended Bylaws also incorporate certain clarifying and...
Subscribe to read moreMonolithic Power Systems updated its first quarter 2025 financial guidance on March 20, 2025, raising the revenue midpoint by $15 million from $620.0 million to $635.0 million. The updated guidance reflects revenue of $630.0 million to $640.0 million, GAAP operating expenses of $184.9 million to $190.9 million, and non-GAAP operating expenses of $131.6 million to $135.6 million.
Subscribe to read moreMPWR filed its 10-K; the most relevant disclosure change is expanded Revenue mix - End market shift to enterprise data: Enterprise data became the largest end market at 32.5% of revenue in FY2024, up from 17.7% in FY2023, driven by AI application demand. Customer concentration: Distributor A represented 31% of revenue; Distributor B represented 20% of revenue.
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