{"schema_version":"secwatch.filing_event.v1","accession":"0001437749-26-014182","form_type":"8-K","ticker":"MPWR","cik":"0001280452","company_name":"MONOLITHIC POWER SYSTEMS INC","filed_at":"2026-04-30T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.083365+00:00","generated_at":"2026-05-15T00:35:15.747646+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"MPS reports record Q1 revenue $804.2M, up 26.1% YoY; EPS $3.92 GAAP, $5.10 non-GAAP","bullets":["Revenue of $804.2M (record), up 7.1% QoQ and 26.1% YoY; GAAP EPS $3.92, non-GAAP EPS $5.10.","Enterprise Data segment revenue $262.8M (+97.7% YoY), driven by AI and server power solutions.","Communications revenue $111.5M (+33.1% QoQ, +55.5% YoY), driven by optical modules and switches.","Q2 2026 revenue guidance $890M-$910M; GAAP gross margin 55.1%-55.7%.","Operating cash flow $250.3M in Q1 2026, up from $104.9M in Q4 2025."],"urls":{"canonical":"https://secwatch.observer/filing/0001437749-26-014182","json":"https://secwatch.observer/filing/0001437749-26-014182.json","markdown":"https://secwatch.observer/filing/0001437749-26-014182.md","text":"https://secwatch.observer/filing/0001437749-26-014182.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1280452/000143774926014182/0001437749-26-014182-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1280452/000143774926014182/mpwr20260305_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T00:35:15.747646+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"56069b635307a9e0419964c4111d7127d049ac04","claim":"MONOLITHIC POWER SYSTEMS INC reported the quarter ended March 31, 2026 results: revenue $804.2 million, net income $193.2 million, EPS $3.92.","evidence_excerpt":"(11.2 %) 14.2 % 6.0 7.3 Total $804.2 $751.2 $637.6 7.1 % 26.1 % 100 % 100 % 2 Ongoing Business Conditions In the first quarter of 2026 , MPS achieved record quarterly revenue of $804.2 million, 7.1% higher than the fourth quarter of 2025 and 26.1% higher than revenue in the first quarter of 2025 . Our quarterly performance was the result of our continued innovation,","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1280452/000143774926014182/0001437749-26-014182-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended March 31, 2026"},{"label":"Revenue","value":"$804.2 million"},{"label":"Net income","value":"$193.2 million"},{"label":"EPS","value":"$3.92"},{"label":"Result","value":"reported results"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}