### @MPWR — Confirmed — from the earnings call and annual filing
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.
- tier: Confirmed (✓)
- source: MPWR / Enterprise Data: a named segment, floor raised to 85%
- receipt: https://ticker.thevixguy.com/p/p-day-20260725-mpwr-src-mpwr-enterprise-data-rotation
- posted: 2026-07-25T08:31:53.078Z