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Analyst
Rick Schafer
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 14on tracked calls
- Challenge rate
- 0%none of 14 questions
- Companies
- 1questioned at least once
- Reporting periods
- 7with 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 14 of 14 questions from 1 company
MPWRMonolithic Power Systems14 questions · 7 reporting periods · 0 of 14 challenging
Calendar 2026 Q2
Is that mostly transceiver power, or are you seeing meaningful contribution now from the other, the other sockets
Show response
Tony Balow answered directly, naming both optical modules and the switch bucket and noting optical is the bigger portion given its longer runway.
I believe you are shipping 48-volt vertical power modules to a couple customers now.
Show response
Confirmed more than a couple of customers with new ones coming online, but gave no mix figure for vertical power modules versus VR.
Calendar 2026 Q1
are you able to capture all of that upside? I mean is there anything hurting your supplier, your ability to capitalize, Michael
Show response
Michael confirmed MPS is established as a key player in AI power, citing monolithic power solution advantage over competitors using multiple silicon pieces.
if you could flesh out maybe a little more of your plans for that segment. What kind of TAM do you -- have you guys identified there
Show response
Michael acknowledged robotics revenue is starting but volumes are still low. Companies have launched high-volume robotics MPS benefits from. Future growth tied to broader AI adoption in robotics.
Calendar 2025 Q4
what are your expectations for that business this year? And what does that imply for comm segment?
Show response
Tony confirmed optical module growth continuing with 1.6T ramp. Communications expected to be a growth area in 2026 from both optical modules and data center switches.
does that mean that server CPU is already migrating to 48 volt?
Show response
Michael confirmed some advanced servers use 48V but majority still on 12V. Module transition is clear direction as customers seek improved efficiency.
Calendar 2025 Q3
I'm just curious if you could give some guide rails or provide some guide rails about potential content trends for MPS as you start ramping some of those BMS opportunities?
Show response
Michael said auto BMS is still some distance away. Tony layered timeline: new content from existing wins this year/next, zonal in 2026-2027, BMS/traction inverter 2027+.
how HVDA compares to sort of how you've described at your Analyst Day earlier this year
Show response
Tony said HVDC is accretive to SAM but too far out to size. Michael provided broader context on 48V evolution from telecom to server to data center to building automation.
Calendar 2025 Q2
I was curious if that considers the eventual conversion of server CPU to 48-volt. Does that factor that in?
Show response
Michael confirmed 48V server and 800V data center power are NOT included in the $4B SAM, they are incremental. Revenue timing 18-24 months out.
if you guys can elaborate at all or talk at all about order trends, order velocities there, outlook for that segment?
Show response
Bernie noted legacy networking has plateaued while optical modules in data centers are growing nicely. Not yet seeing a strong signal for additional network investment.
Calendar 2025 Q1
I'm just curious if you could elaborate on the expected market opportunity or TAM there and sort of when rack power sales are expected
Show response
Michael confirmed rack-level power is a 2026 revenue driver with customer sample deliveries happening now. Production qualification and ramp underway in H2 2025.
how much do you expect BMS to contribute to that segment to auto segment revenues this year?
Show response
Michael noted China leads in 400V-to-800V and 12V-to-48V transitions. Bernie emphasized content-driven H2 growth from previously secured design wins in North America and Europe.
Calendar 2024 Q4
you could update us maybe just to give us a sense of the number of accelerated projects that you expect to ramp this year
Show response
Tony declined to give specific project counts but confirmed broad hyperscaler engagement. Michael emphasized the multi-billion-dollar opportunity.
what your content looks like last year or potential content per vehicle versus what it looks like, you know, in 2025 with all these new jump balls
Show response
Michael highlighted 48V integrated solutions differentiating MPS from competitors but did not quantify specific content per vehicle numbers.
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 | 14 | 0%none of 14 questions |
- MPWRMonolithic Power Systems · 14 questions0%none of 14 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 Q4 | 2 | 0%none of 2 questions | 1 |
| 2025 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 2 | 0%none of 2 questions | 1 |
- 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 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Cloud & AI8
- Innovation & R&D6
- Product Launch5
- Demand4
- Revenue Growth3
- Supply Chain1
- Geographic Expansion1