MPWR · News · 20260804N
Revenue Performance and Mix
MONOLITHIC POWER SYSTEMS, INC. · 2026-08-04 · Importance 64 · Surprise 56 · In source text
Monolithic Power Systems reported record second-quarter 2026 revenue of $981 million, up 48% year over year and approximately 45% sequentially in Enterprise Data. Enterprise data and communications demand was the primary growth driver, while automotive also expanded and the company received initial orders for high-speed DDR5 memory products. Industrial and consumer segments remained soft, creating a mix shift toward enterprise data and communications. Management raised its full-year Enterprise Data revenue-growth forecast from 85% to 130%.
Key facts
- Q2 2026 revenue: $981 million, a 48% year-over-year increase. source
- Seeking Alpha reported Q2 revenue surged 48% YoY to $980.6M. source
- Seeking Alpha reported Enterprise Data up 45% sequentially in Q2. source
- Company saw significant growth in automotive and initial orders for high-speed DDR5 memory. source
- Revenue driven primarily by strong demand in enterprise data and communications. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | — | Seeking Alpha reported Enterprise Data up 45% sequentially in Q2. |