Monolithic Power (MPWR) came out with quarterly earnings of $2.88 per share, beating the Zacks Consensus Estimate of $2.85 per share. This compares to earnings of $3.17 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 1.05%. A quarter ago, it was expected that this chipmaker would post earnings of $3.07 per share when it actually produced earnings of $3.08, delivering a surprise of 0.33%.Over the last four quarters, the company ...

收购计划 - Monolithic Power Systems, Inc.宣布收购荷兰的半导体初创公司Axign B.V.[1] - MPS计划扩大在荷兰的业务，并利用Axign在当地与大学建立的基础[3] 技术优势 - Axign的音频处理器展示出接近零失真信号[1] - Axign的音频处理器显著降低了汽车和消费者音频系统的功耗[1]

KIRKLAND, Wash., Feb. 07, 2024 (GLOBE NEWSWIRE) -- Monolithic Power Systems, Inc. ("MPS") (NASDAQ:MPWR), a fabless global company that provides high-performance, semiconductor-based power electronics solutions, today announced financial results for the quarter and year ended December 31, 2023. MPS also announced that its Board of Directors has approved an increase in the quarterly cash dividend from $1.00 per share to $1.25 per share. The first quarter dividend of $1.25 per share will be paid on April 15, 2 ...

Monolithic Power Systems, Inc. (MPWR) is scheduled to report fourth-quarter 2023 results on Feb 7, after the closing bell. In the last reported quarter, the company delivered an earnings surprise of 0.33%. It pulled off a trailing four-quarter earnings surprise of 0.58%, on average.The Kirkland, WA-based company is likely to report lower revenues year over year in the fourth quarter. Fluctuating ordering patterns across the broader market, owing to business uncertainty, is expected to have had a negative im ...

In its upcoming report, Monolithic Power (MPWR) is predicted by Wall Street analysts to post quarterly earnings of $2.85 per share, reflecting a decline of 10.1% compared to the same period last year. Revenues are forecasted to be $452.13 million, representing a year-over-year decrease of 1.7%.The current level reflects a downward revision of 0.4% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their ini ...

公司背景 - Monolithic Power Systems, Inc.（MPS）是一家全球无晶圆厂公司，提供高性能、基于半导体的电力电子解决方案[2] - MPS的使命是减少能源和材料消耗，改善生活质量的各个方面，创造可持续的未来[2] 财务信息 - MPS计划于2023年12月31日结束的第四季度和全年财务结果后市场关闭后公布，并于2月7日星期三下午2:00 PT / 5:00 ET举行季度电话会议[1]

MPS财报发布 - MPS计划于2023年12月31日结束的第四季度和全年报告财务业绩[1] - MPS将于2月7日市场收盘后公布其财务业绩，并在太平洋时间下午2:00 /东部时间下午5:00举行季度电话会议[1] MPS业务介绍 - Monolithic Power Systems, Inc.（MPS）是一家全球无晶圆厂公司，提供高性能、基于半导体的电源电子解决方案[2]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 000-51026 Monolithic Power Systems, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation o ...

财务数据和关键指标变化 - 第三季度收入为4.749亿美元,较上一季度增长7.6%,但较去年同期下降4.1% [8] - 毛利率为55.5%,较上一季度下降60个基点,较去年同期下降320个基点 [16][17] - 非GAAP毛利率为55.7%,较上一季度下降80个基点 [17] - 第三季度GAAP净利润为1.212亿美元,每股2.48美元,较上一季度增长 [20] - 第三季度非GAAP净利润为1.503亿美元,每股3.08美元,较上一季度增长 [20][21] 各条业务线数据和关键指标变化 - 企业数据和存储业务收入占比由去年同期15.2%提升至20.8% [9] - 存储和计算业务收入为1.295亿美元,较上一季度增长3.9%,同比增长14.7% [10] - 消费类业务收入为6,240万美元,较上一季度下降4.3%,同比下降30.1% [11] - 通信业务收入为4,680万美元,较上一季度下降5.1%,同比下降35.3% [12] - 汽车业务收入为9,520万美元,较上一季度下降8.8%,但同比增长9.3% [13] - 工业业务收入为4,210万美元,较上一季度下降15.3%,同比下降28.2% [14] 各个市场数据和关键指标变化 - 公司表示客户订单模式在整体市场中波动,短期可见性有限 [15] - 公司设计赢单管线和客户群大幅扩张,特别是在一线客户中 [15] - 公司持续创新,未来增长前景良好 [15] 公司战略和发展方向及行业竞争 - 公司表示未来将专注于多元化增长,不仅在AI电源,还有其他新兴领域如USB-C、电池管理等 [91][92][93][94][95][96][97] - 公司在汽车领域的ADAS和数字座舱等新技术平台有望在明年上半年实现快速增长 [108][109] - 公司在服务器CPU和GPU市场也有较大机会,正在为需求上升做好准备 [47][48][49] 管理层对经营环境和未来前景的评论 - 公司表示短期内市场环境仍不确定,但长期战略不变,将继续执行 [26] - 公司预计第四季度收入将环比下降,但AI电源和汽车业务有望保持增长 [41][42][43][44] - 公司表示2024年下半年业务有望恢复增长,但第一半年仍较为保守 [57][58] 问答环节重要的提问和回答 问题1 **Quinn Bolton 提问** 询问公司在企业数据和AI GPU业务的发展前景 [29][30] **Michael Hsing 回答** 公司在AI电源和服务器CPU/GPU市场保持领先地位,未来增长前景良好 [31][32][46][47] 问题2 **Tore Svanberg 提问** 询问公司对各业务线在第四季度的预期 [40] **Michael Hsing 和 Bernie Blegen 回答** 除AI电源和汽车外,其他业务线在第四季度预计将下滑 [41][42][43][44] 问题3 **Ross Seymore 提问** 询问毛利率下降的原因 [61][62][63][64][65][66][67][68] **Michael Hsing 和 Bernie Blegen 回答** 除了产品结构因素,还有产能利用率等因素对毛利率产生影响 [68][80][81][82]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 000-51026 Monolithic Power Systems, Inc. (Exact name of registrant as specified in its charter) Delaware 77-0466789 (State or other jurisdiction of (I.R.S. Employer i ...