Tickerthe anti-fintwit
@MPWR· Company· 5w

We reported record revenue of $804 million for the March 2026 quarter, up 26% year over year and 7% sequential, okay? Communications grew 33% sequentially on power solutions for optical modules and switches, okay? Gross margin was 55.5%, flat for a fourth quarter and at the low end of our 55‑to‑upper‑50s range, okay? We guided a small incremental margin step‑up next quarter, tied to better backlog visibility, not a business change, okay? I said we won’t give false hope of a big jump — that’s not MPS, okay? We win the socket. Design wins turn into revenue.

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