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Mar 31, 2025
Monolithic Power Q1 2025 Earnings Report
Monolithic Power reported strong revenue and earnings growth in Q1 2025, driven by gains across key market segments.
Key Takeaways
Monolithic Power Systems delivered robust Q1 2025 results with revenue rising to $637.6M and EPS hitting $2.79 GAAP ($4.04 non-GAAP), supported by notable year-over-year growth in storage, automotive, and communications markets.
Revenue increased to $637.6M, up from $457.9M a year earlier.
Non-GAAP net income rose to $193.8M, significantly above Q1 2024's $137.5M.
Strong performance in Storage & Computing, Automotive, and Communications segments.
Gross margin held steady YoY at 55.7% on a non-GAAP basis.
Revenue by Segment
Forward Guidance
For Q2 2025, MPS expects continued growth with revenue between $640M and $660M and stable gross margins, supported by strong customer demand and expanded product offerings.
Positive Outlook
- Revenue guidance of $640M to $660M indicates continued growth.
- Non-GAAP gross margin expected to remain strong at 55.2% to 55.8%.
- Controlled GAAP operating expenses projected between $189M and $195M.
- Positive interest and other income forecast between $6.2M and $6.6M.
- Diluted shares to remain stable between 47.9M and 48.3M.
Challenges Ahead
- Stock-based compensation expenses to remain high ($58.3M–$60.3M).
- GAAP gross margin slightly lower range (54.9% to 55.5%).
- Rising operating expenses compared to Q1 2025.
- Potential foreign exchange risk in other income estimates.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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