The call was generally positive, highlighting record revenue and strong growth across various segments, particularly in enterprise data and automotive. However, some caution was noted in storage and compute due to previous strong quarters and limited visibility into Q4. Overall, the sentiment leans towards optimism with a few areas of cautiousness.

Company Guidance -

Q3 2025

During the call, MPS provided guidance for the upcoming quarter, projecting an 8% sequential growth at the midpoint. Specifically, they expect enterprise data to grow between 20% and 30% sequentially, with a seasonal uplift anticipated in the consumer segment. Most other business lines are expected to see high single-digit growth, except for storage and compute, where MPS remains cautious due to strong performances in the first two quarters of 2025. Despite short lead times and a dynamic market, MPS is confident in its growth trajectory, buoyed by its diversified market strategy and ongoing innovation. The company's enterprise data market is seen as particularly promising, with the ASIC program ramping and contributing to the $4 billion serviceable addressable market (SAM) target. Additionally, automotive growth is projected to pick up towards the end of Q3 and into Q4, driven by new content opportunities with Western OEMs. Overall, MPS remains optimistic about maintaining its long-term growth strategy, transitioning from a chip-only semiconductor supplier to a full-service silicon-based solutions provider.

Record Quarterly Revenue

MPS achieved record quarterly revenue of $664.6 million, which is 4.2% higher than Q1 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 for new ASIC-based AI products and continued demand for memory and notebook power solutions.

Enterprise Data Segment Growth

Enterprise data is expected to grow between 20% and 30% sequentially in Q3, with Q4 also expected to see sequential growth.

Broad-Based Demand

Strong demand observed in all end markets, with the company positioned well for continued growth.

Automotive Growth

Automotive is expected to grow between 40% to 50% for the full year, with new content opportunities anticipated in Q3 and Q4.

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

Daily Earnings Calendar >

MPWR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	4.60 / -	4.06	―	―	―
Jul 31, 2025	2025 (Q2)	4.12 / 4.21	3.17	32.81% (+1.04)	―
May 01, 2025	2025 (Q1)	4.01 / 4.04	2.81	43.77% (+1.23)	―
Feb 06, 2025	2024 (Q4)	3.98 / 4.09	2.88	42.01% (+1.21)	―
Oct 30, 2024	2024 (Q3)	3.97 / 4.06	3.08	31.82% (+0.98)	―
Aug 01, 2024	2024 (Q2)	3.07 / 3.17	2.82	12.41% (+0.35)	―
May 01, 2024	2024 (Q1)	2.66 / 2.81	3	-6.33% (-0.19)	―
Feb 07, 2024	2023 (Q4)	2.85 / 2.88	3.17	-9.15% (-0.29)	―
Oct 30, 2023	2023 (Q3)	3.06 / 3.08	3.53	-12.75% (-0.45)	―
Jul 31, 2023	2023 (Q2)	2.80 / 2.82	3.25	-13.23% (-0.43)	―

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 (MPWR) report earnings?

Monolithic Power (MPWR) is schdueled to report earning on Oct 29, 2025, After Close (Confirmed).

What is Monolithic Power (MPWR) earnings time?

Monolithic Power (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.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is MPWR EPS forecast?

MPWR EPS forecast for the fiscal quarter 2025 (Q3) is 4.6.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing