The overall sentiment of the call is positive, with significant year-over-year revenue growth and strong performance in the Consumer and Industrial segments. The company is expanding its presence in the automotive market and maintaining a strong cash flow position. However, there are challenges related to inventory levels and potential volatility in the Consumer segment due to trade policies.

Company Guidance

During the first quarter earnings call for Power Integrations, Inc., the company reported that their Q1 revenues were $106 million, marking a 15% year-over-year increase. The revenue was in line with guidance, with a gross margin at the upper end of expectations at 55.9% and a non-GAAP EPS of $0.31. The Consumer and Computer categories led growth with over 20% increases each, driven by strong demand in appliances, air conditioning, TVs, and game consoles. Industrial revenues grew 7% year-over-year, bolstered by high-power design wins in high-voltage DC transmission, renewables, and locomotives. The company anticipates Q2 revenues of $115 million, plus or minus $5 million, estimating an 8% year-over-year and 9% sequential increase. They noted stable bookings, normal distribution inventory levels, and a healthy cash flow of $26 million. The company also highlighted ongoing share repurchase activities, with $48 million spent year-to-date, and expects Industrial to be the fastest-growing market in 2025.

Year-Over-Year Revenue Growth

Revenues for the first quarter were $106 million, up 15% year-over-year. All four end markets showed growth, with Consumer and Computer categories growing by more than 20% each.

Strong Performance in Consumer Segment

The Consumer segment saw significant growth in TVs and game consoles, as well as appliances and air conditioning, benefiting from new design wins and market conditions.

Industrial Segment Growth

Industrial revenues grew 7% year-over-year with expectations to be the fastest-growing market this year, driven by high-power design wins in high-voltage DC transmission, renewables, and locomotives.

Automotive Market Expansion

Expansion into the automotive market with more than two dozen designs on the road in China, and new design wins in Japan and Europe. The first GaN design in automotive was secured with a U.S. EV customer.

Positive Cash Flow and Share Buybacks

Cash flow from operations was $26 million for the quarter. The company repurchased $23 million worth of shares and announced a new $50 million authorization for share buybacks.

Power Integrations (POWI) Earnings, Revenues Date & History

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POWI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 31, 2025	2025 (Q2)	0.35 / -	0.28	―	―	―
May 12, 2025	2025 (Q1)	0.28 / 0.31	0.18	72.22% (+0.13)	―
Feb 06, 2025	2024 (Q4)	0.28 / 0.30	0.22	36.36% (+0.08)
Nov 06, 2024	2024 (Q3)	0.36 / 0.40	0.46	-13.04% (-0.06)
Aug 06, 2024	2024 (Q2)	0.26 / 0.28	0.36	-22.22% (-0.08)
May 07, 2024	2024 (Q1)	0.13 / 0.18	0.25	-28.00% (-0.07)
Feb 08, 2024	2023 (Q4)	0.15 / 0.22	0.48	-54.17% (-0.26)	―
Nov 07, 2023	2023 (Q3)	0.47 / 0.46	0.84	-45.24% (-0.38)
Aug 03, 2023	2023 (Q2)	0.34 / 0.36	1.03	-65.05% (-0.67)
May 04, 2023	2023 (Q1)	0.24 / 0.25	0.93	-73.12% (-0.68)

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

POWI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 12, 2025	$58.76	$55.12	-6.19%
Feb 06, 2025	$60.29	$59.23	-1.76%
Nov 06, 2024	$65.71	$64.67	-1.58%
Aug 06, 2024	$63.38	$58.96	-6.97%

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.