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Jun 30, 2025
Monolithic Power Q2 2025 Earnings Report
Monolithic Power reported strong Q2 2025 results with notable revenue and income growth.
Key Takeaways
The company delivered robust revenue and earnings growth in Q2 2025, driven by strength in storage and computing, automotive, and communications segments. Margins remained stable, and net income improved significantly year-over-year.
Revenue reached $664.6M, up from $507.4M in Q2 2024.
GAAP net income rose to $133.7M with diluted EPS of $2.78.
Non-GAAP EPS came in at $4.21, reflecting strong operational leverage.
Storage and Computing led segment growth, contributing over $195M in revenue.
Revenue by Segment
Forward Guidance
For Q3 2025, Monolithic Power expects continued revenue growth and stable margins, driven by strength in its end markets and expansion in silicon-based solutions.
Positive Outlook
- Revenue forecasted between $710M to $730M
- GAAP gross margin expected between 54.9% and 55.5%
- Non-GAAP gross margin projected at 55.2% to 55.8%
- Non-GAAP operating expenses forecasted between $143M to $147M
- Strong demand outlook supported by transformation to solutions provider
Challenges Ahead
- GAAP operating expenses to increase up to $207.3M
- High stock-based compensation costs of up to $62.1M
- Continued macroeconomic and geopolitical uncertainty
- Enterprise Data segment saw a year-over-year decline
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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