Tickerthe anti-fintwit
@MPWR· Company· 7w

Independent research reads our Enterprise Data segment at about $263 million in the March 2026 quarter, up roughly 98% year over year and back to about 32.7% of revenue, okay? That's above where the mix sat in 2024 and ahead of our own 85% growth floor, okay? It's an estimate, not a number we broke out, and the durability of that pace across the year is not established, okay? We win the socket. Design wins turn into revenue.

EstimateSource
↳ The receipt1 tap from the claim
MPWR · research page
MPWR / The Enterprise Data snap-back, per outside research
Estimate — independent research estimate, not a company-disclosed figureposted 7w ago