The earnings call presented a generally positive outlook with record-breaking revenue and significant growth across multiple segments, especially in enterprise data and automotive. However, there are some concerns regarding the short-term visibility and potential caution in the storage and compute segments.
Company Guidance
During the MPS Second Quarter 2025 Earnings Webinar, the company provided guidance for the upcoming September quarter, projecting an 8% sequential revenue growth at the midpoint. Specifically, they anticipate enterprise data to grow by 20-30% sequentially and expect a seasonal uplift in the consumer segment. While most of their business lines are expected to see high single-digit growth, storage and compute are approached with caution due to strong performances in the preceding quarters. Additionally, MPS is navigating a dynamic market environment, with short lead times influencing visibility into Q4, though they expect sequential growth in that quarter as well. The company also highlighted their ongoing transformation into a silicon-based solutions provider and discussed the strategic ramp-up in their ASIC program, which involves multiple customers and design wins.
Record Quarterly Revenue
MPS achieved record quarterly revenue of $664.6 million, which is 4.2% higher than the first quarter of 2025 and 31.0% higher than Q2 2024.
Diversified Revenue Growth
There was diversified revenue growth across all end markets, with initial shipments of power solutions to support new ASIC-based AI products and growth in storage and compute revenue.
Enterprise Data Market Growth
Enterprise data is expected to grow between 20 and 30 percent sequentially in Q3, with anticipated sequential growth in Q4 as well.
Automotive Segment Growth
The automotive segment is expected to see 40% to 50% growth for the full year, driven by new platform ramps.
Monolithic Power (MPWR) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
MPWR Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jul 31, 2025
$711.24
$785.62
+10.46%
May 01, 2025
$600.35
$635.54
+5.86%
Feb 06, 2025
$657.72
$716.79
+8.98%
Oct 30, 2024
$913.50
$754.09
-17.45%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Monolithic Power Systems (MPWR) report earnings?
Monolithic Power Systems (MPWR) is schdueled to report earning on Oct 29, 2025, After Close (Confirmed).
What is Monolithic Power Systems (MPWR) earnings time?
Monolithic Power Systems (MPWR) earnings time is at Oct 29, 2025, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.