Monolithic Power Systems reported record quarterly revenue driven by strong performance in Communications and Enterprise Data segments, with significant year-over-year growth. The company also demonstrated robust operating margin expansion and improved cash flow generation.
Record quarterly revenue of $804.2 million, up 26.1% year-over-year.
positiveCommunications end market revenue grew 55.5% year-over-year.
positiveEnterprise Data revenue increased 97.7% year-over-year, driven by AI and server applications.
positiveGAAP operating margin expanded to 30.0%, a 3.5 percentage point increase year-over-year.
positiveNon-GAAP operating margin remained strong at 35.8%, flat sequentially and up 1.1 percentage points year-over-year.
positiveOperating cash flow of $250.3 million, a significant increase from $104.9 million in Q4 2025.
positiveStorage and Computing revenue decreased 7.5% year-over-year.
attentionConsumer revenue decreased 4.2% year-over-year.
attentionIndustrial revenue decreased 17.5% sequentially.
attentionDays of inventory increased to 157 days from 153 days in the prior quarter.
attentionDays of sales outstanding increased to 34 days from 31 days in the prior quarter.
attentionMargin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.
| Segment | Current | Prior Yr | YoY | % Total |
|---|---|---|---|---|
Enterprise Data | N/A | — | — | — |
Storage & Computing | N/A | — | — | — |
Automotive | N/A | — | — | — |
Communications | N/A | — | — | — |
Consumer | N/A | — | — | — |
Industrial | N/A | — | — | — |
| Total Revenue | $0.00M | — | — | 100.0% |
Segment performance shows business unit health and growth drivers.
Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.
Record quarterly revenue driven by continued innovation, consistent execution, and a diversified market strategy.
Communications and Enterprise Data end markets showed significant acceleration, with Enterprise Data revenue up 97.7% year-over-year.
The company is expanding its capacity beyond the original $4B plan, setting a new goal of reaching $6B.
Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.
Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.