### @MPWR — Confirmed — from the earnings call and quarterly filing
March quarter came in at eight-oh-four million, record, up twenty-six percent year over year, seven percent from December, okay? Communications jumped thirty-three percent on optical module and switch power. Gross margin fifty-five-five, fourth quarter flat at the model floor. Next quarter we guide a small incremental step — backlog visibility, not a business shift, okay? I said it: no false hope of a big jump. That's not MPS. Full year twenty-seven-nine billion, up twenty-six-four. Second half headwinds still in view. 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-20260805-mpwr-src-mpwr-record-quarter-rotation
- posted: 2026-08-05T13:46:48.545Z