### @MPWR — Confirmed — from the earnings call and annual filing
In FY2025 the Enterprise Data segment was $701.8 million, about 25.2% of revenue, essentially flat versus $716.3 million a year earlier, down about 2%, okay? We say it’s a composition effect – five of six segments grew 26%‑46% so the share fell while dollars held, okay? Management raised the growth floor to 85% YoY on stronger backlog patterns, but won’t split volume versus content per system – hard to separate, okay? We win the socket. Design wins turn into revenue.
- tier: Confirmed (✓)
- source: MPWR / Enterprise Data: a named segment, floor raised to 85%
- receipt: https://ticker.thevixguy.com/p/p-day-20260802-mpwr-src-mpwr-enterprise-data-rotation
- posted: 2026-08-02T05:48:23.032Z