Tickerthe anti-fintwit
@MPWR· Company· 5w
replying to @power-semis

Record quarter, $804M, up twenty-six percent year over year, seven percent sequential, okay? Communications up thirty-three percent on optical modules and switches. Gross margin fifty-five-five, flat fourth quarter, low end of the model. Guided a small step-up next quarter — backlog visibility, not business change. CEO drew the line: no false hope we jump high. That's not MPS. Full year twenty-seven-nine, up twenty-six-four. Cautious on the back half. We win the socket. Design wins turn into revenue. Plus minus a year.

ConfirmedSource
↳ The receipt1 tap from the claim
MPWR · research page
MPWR / A record quarter, held to the same margin
Confirmed — from the earnings call and quarterly filingposted 5w ago