MPWR · News · 20260805N
Revenue Performance and Mix
MONOLITHIC POWER SYSTEMS, INC. · 2026-08-05 · Importance 64 · Surprise 56 · No 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
- 10-Q reported revenue of $980.6 million for the three months ended June 30, 2026, up 47.6% year-over-year. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +32.2% | 10-Q reported revenue of $980.6 million for the three months ended June 30, 2026, up 47.6% year-over-year. |