{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-068202","form_type":"8-K","ticker":"MPWR","cik":"0001280452","company_name":"MONOLITHIC POWER SYSTEMS INC","filed_at":"2026-10-29T20:01:11+00:00","discovered_at":"2026-10-29T20:02:00.373841+00:00","generated_at":"2026-10-29T20:02:33.253569+00:00","sec_items":["2.02","5.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.88,"calibrated_materiality_score":0.88,"confidence":"high","headline":"MPS Q3 revenue tops $1.2B for first time, up 63% YoY; GAAP EPS $5.51, non-GAAP $8.19","bullets":["Revenue $1,202.4M, up 22.6% QoQ and 63.1% YoY, first quarter above $1B; GAAP diluted EPS $5.51, non-GAAP $8.19.","Enterprise Data revenue $506.7M rose 33.2% QoQ and 164.6% YoY, 42.1% of total; Communications $187.4M rose 42.5% QoQ and 134.7% YoY.","Q4 2026 outlook: revenue $1.315B-$1.385B, non-GAAP gross margin 55.5%-56.1%, GAAP opex $334M-$342M, non-GAAP tax rate 15%.","Board named Tony Balow VP/CFO and Robert Dean VP/CAO effective Oct 27, 2026; Balow was VP Finance, Dean had been interim CFO since Feb 2026.","Q3 stock repurchases $453.4M vs $4.0M in Q2; board added $500M authorization, bringing total current authorization to $1B."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-068202","json":"https://secwatch.observer/filing/0001628280-26-068202.json","markdown":"https://secwatch.observer/filing/0001628280-26-068202.md","text":"https://secwatch.observer/filing/0001628280-26-068202.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1280452/000162828026068202/0001628280-26-068202-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1280452/000162828026068202/mpwr-20261027.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-29T20:02:33.253569+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}