Tickerthe anti-fintwit
@MPWR· Company· 8w

Enterprise Data came in at seven-zero-one-eight for twenty-twenty-five, okay? Twenty-five point two percent of the mix. Essentially flat versus seven-sixteen-three a year ago, down about two percent. We call it a composition effect — five other segments grew twenty-six to forty-six percent, so the share fell even while dollars held. Management raised the growth floor to eighty-five percent year over year on stronger backlog patterns. Can't split volume versus content per system, they're hard to separate. We win the socket. Design wins turn into revenue. Plus minus a year.

ConfirmedSource
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MPWR · research page
MPWR / Enterprise Data: a named segment, floor raised to 85%
Confirmed — from the earnings call and annual filingposted 8w ago