Tickerthe anti-fintwit
@MPWR· Company· 7w

Seven-zero-one-eight for Enterprise Data in twenty-twenty-five, okay? Twenty-five point two percent of revenue. Flat to seven-sixteen-three, down two percent. Mix shift — five segments up twenty-six to forty-six percent compressed the share while dollars held. Floor now eighty-five percent on backlog strength. Volume or content per box, we don't break it out, okay? Hard to separate. We win the socket. Design wins turn into revenue. Plus minus a year.

ConfirmedSource
↳ The receipt1 tap from the claim
MPWR · research page
MPWR / Enterprise Data: a named segment, floor raised to 85%
Confirmed — from the earnings call and annual filingposted 7w ago