MPWR Earnings Prediction
The chart below shows how MPWR performed 10 days before and after its earnings report, based on data from the past quarters. Typically, MPWR sees a +2.61% change in stock price 10 days leading up to the earnings, and a +4.88% change 10 days following the report. On the earnings day itself, the stock moves by -1.16%. This data can give you a slight idea of what to expect for the next quarter's release.
MPWR Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
621.66M
36.93%
0.25%
Gross Margin
55.40%
0.16%
0.04%
Operating Margin
26.27%
8.87%
-0.68%
Net Margin
233.14%
992.50%
901.03%
EPS
29.88
1409.09%
912.88%
No Data Available
MPWR Earnings Analysis
Monolithic Power Systems Inc Corporation (MPWR.O) Earnings Conference Call
Positive
Revenue Increase Highlights: MPS achieved full year revenue of $2.2 billion in 2024, marking a 21% increase from 2023, and recorded quarterly revenue of $621.7 million in Q4 2024, a 37% increase year-over-year.
Silicon Carbide Inverter Launch: The company introduced a silicon carbide inverter for high-powered clean energy applications, with initial revenue expected to ramp in late 2025, indicating strong future growth potential.
Quarterly Dividend Increase: A quarterly dividend increase of 25% to $1.56 per share was announced, reflecting a commitment to returning value to shareholders.
Share Repurchase Strategy: MPS completed share repurchases under a $640 million authorization in 2023 and announced a new $500 million share repurchase program, demonstrating strong capital management and shareholder return strategy.
Shareholder Returns Strategy: The company has returned 86% of its free cash flow to shareholders through share repurchases and dividends over the three years ending December 2024, highlighting effective capital allocation.
Negative
Enterprise Data Segment Outlook: Enterprise data segment expected to be down in Q1, with a flattish year overall, indicating potential weakness in this key area.
Product Ramp Delays: Automotive and communications segments are experiencing delays in product ramps, which could hinder growth in the near term.
Unpredictable Customer Buying Patterns: Customer buying patterns remain unpredictable, leading to uncertainty in revenue projections for the enterprise data segment throughout 2025.
Enterprise Data Segment Stagnation: Despite a strong overall revenue growth of 21% for the year, the enterprise data segment is anticipated to be flat, suggesting stagnation in this market.
Design Wins Delayed: The company has acknowledged that design wins in various segments have been delayed, impacting expected revenue contributions in the short term.
MPWR FAQs
How does MPWR typically perform around its earnings report dates?
Is Monolithic Power Systems Inc (MPWR) Q4 2024 Earnings Call Summary positive or negative?
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MPWR Earning Call Sentiment
Earnings call transcript: Monolithic Power Systems Q4 2024 earnings beat expectations
MPWR.O
-1.6%Positive
The earnings call highlights record revenue growth, a diversified market strategy, and strong financial performance, including a 25% dividend increase and a new share repurchase program. However, uncertainties in economic conditions and customer dependency pose risks. The Q&A section shows cautious optimism with growth in automotive and communications. Overall, the positive financial performance and shareholder returns outweigh the risks, suggesting a positive stock price reaction in the short term.
