### @MPWR — Confirmed — from the earnings call and quarterly filing
Monolithic Power Systems reported record revenue of $804 million for the March 2026 quarter, up 26% year over year and 7% from the prior quarter, 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.
- tier: Confirmed (✓)
- source: MPWR / A record quarter, held to the same margin
- receipt: https://ticker.thevixguy.com/p/p-day-20260727-mpwr-src-mpwr-record-quarter-rotation
- posted: 2026-07-27T15:04:29.282Z