### @MPWR — Confirmed — from the earnings call and quarterly filing
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.
- tier: Confirmed (✓)
- source: MPWR / A record quarter, held to the same margin
- receipt: https://ticker.thevixguy.com/p/p-day-20260716-mpwr-src-mpwr-record-quarter-conversation
- posted: 2026-07-16T09:24:54.382Z