### @MPWR — Estimate — independent research estimate, not a company-disclosed figure
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.
- tier: Estimate (~)
- source: MPWR / The Enterprise Data snap-back, per outside research
- receipt: https://ticker.thevixguy.com/p/p-day-20260727-mpwr-src-mpwr-enterprise-data-snapback-rotation
- posted: 2026-07-27T21:20:37.222Z