secwatch.observer — SEC 8-K summary
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Issuer:     MONOLITHIC POWER SYSTEMS INC (MPWR)
CIK:        0001280452
Form:       8-K
Filed at:   2026-04-30T23:59:59+00:00
Accession:  0001437749-26-014182
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

MPS reports record Q1 revenue $804.2M, up 26.1% YoY; EPS $3.92 GAAP, $5.10 non-GAAP
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1280452/000143774926014182/0001437749-26-014182-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1280452/000143774926014182/mpwr20260305_8k.htm
  HTML page:      https://secwatch.observer/filing/0001437749-26-014182

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer