Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Jack Egan
Period: Reporting periods mapped to calendar 2024 Q3 – 2025 Q4 (6 quarters; questions recorded in 5).
- Questions
- 10on tracked calls
- Challenge rate
- 10%1 of 10 questions
- Companies
- 2questioned at least once
- Reporting periods
- 5with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 10 of 10 questions from 2 companies
MPWRMonolithic Power Systems6 questions · 3 reporting periods · 0 of 6 challenging
Calendar 2025 Q4
that going to require you to kind of bring on new teams with experience in systems
Show response
Michael insisted the solutions transition is net positive for margins. Tony noted Investor Day model already anticipated this transformation with OpEx growing slower than revenue.
is that still a work in progress, or, you know, is there kind of a timeline for that milestone?
Show response
Michael confirmed the doubled-density packaging is already sampling with customers and shipping this quarter and next, ahead of analyst expectations.
Calendar 2025 Q3
is there any one characteristic that's kind of being cited by your customers as the main reason that they are moving to those modules
Show response
Michael noted customers are not migrating from chip to module, they start with one approach. MPS provides both chip and module solutions to accommodate all preferences.
how high could that mix of modules outside enterprise data go?
Show response
Michael noted auto industry unexpectedly adopting modules for ease of implementation. Industrial and telecom segments also growing module revenue, with acceleration expected.
Calendar 2025 Q1
are you seeing any signals that end demand broadly in maybe some of the more downtrend markets is starting to increase?
Show response
Bernie acknowledged competitors have noted bottoming but said MPS growth is driven by new product ramps. Feels well positioned regardless of macro for H2 and into 2026.
Is there really like a structural difference in the margin profile for those products going into custom ASICs and TPUs versus GPUs
Show response
Bernie denied a structural margin change. Michael emphasized MPS won't pursue high-volume low-margin business regardless of market segment.
COHRCoherent, Inc.4 questions · 2 reporting periods · 1 of 4 challenging
Calendar 2024 Q4
have these been more like discrete onetime improvements?
Show response
Jim described yield improvements as mix of one-time and ongoing improvements across multiple areas, plus broader cost efficiency focus on inputs and overhead.
have you made or are you looking to make any major changes when it comes to kind of the sales and marketing or the distribution side
Show response
Jim confirmed active reallocation of sales resources, reducing in some areas and increasing in others to focus on highest growth and margin opportunities.
Calendar 2024 Q3
are you seeing the margin benefit from a higher mix of 800-gig transceivers today? And if not, just when exactly does that impact kind of kick in?
Show response
Jim confirmed newer speed grades carry higher margins, Sherri noted networking segment profits increased sequentially visible in the 10-Q filing.
I'm just kind of curious on your long-term growth outlook for telecom and whether it may be challenged in the long-term
Show response
Jim acknowledged near-term caution on telecom recovery but maintained long-term optimism, highlighted DCI as clear near-term growth area within telecom.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| MPWR Monolithic Power Systems | 6 | 0%none of 6 questions |
| COHR Coherent, Inc. | 4 | 25%1 of 4 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q3 | 2 | 50%1 of 2 questions | 1 |
| 2024 Q4 | 2 | 0%none of 2 questions | 1 |
| 2025 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
- 2024 Q32 questions · challenge rate 50% (1 of 2 questions) · 1 company
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q2No questions recorded
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Innovation & R&D4
- Margin4
- Cloud & AI4
- Cost Pressure2
- Demand2
- Macroeconomic2
- Revenue Growth1
- Competitive Dynamics1