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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“And the majority cars on the market, there's nowhere anything close to what Tesla does. Okay? And that's the car I drive.”
MPWR's CEO holds up Tesla as the ADAS/autonomy adoption benchmark, saying legacy automakers move far more slowly than Tesla in deploying advanced driver features.
“Some of the participants in the market are suggesting NVIDIA and others are looking for GaN-based solutions.”
An analyst notes NVIDIA is steering 800-volt rack architecture toward GaN-based power solutions, a read-through on NVIDIA's data-center power roadmap that MPWR supplies into.
“We developed a family of high-quality, cost-effective automotive audio products utilizing DSP technology from our 2024 XSign acquisition powered by Monolithic Power Systems, Inc. solutions.”
MPWR's 2024 acquisition of XSign supplied DSP technology now powering a new line of cost-effective automotive audio products.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Rick Schafer | Oppenheimer | 12 (0%) |
| Tore Svanberg | Stifel | 12 (0%) |
| Quinn Bolton | Needham |
| Gary Mobley | Loop Capital | 12 (0%) |
| Joshua Buchalter | TD Cowen | 12 (8%) |
| Chris Caso | Wolfe Research | 12 (0%) |
| Ross Seymore | Deutsche Bank | 10 (0%) |
| Joe Quatrochi | Wells Fargo | 10 (0%) |
| Kelsey Chia | Citigroup | 8 (0%) |
| Will Stein | Truist Securities | 7 (14%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Wolfe Research | 1 | 12 (0%) |
| Stifel | 1 | 12 (0%) |
| TD Cowen | 1 | 12 (8%) |
| Loop Capital | 1 | 12 (0%) |
| Needham | 1 | 12 (0%) |
| Oppenheimer | 1 | 12 (0%) |
| Wells Fargo | 1 | 10 (0%) |
| Citigroup | 2 | 10 (0%) |
Monolithic Power Systems closed FY2025 with record full-year revenue of $2.60 billion, up 40% year-over-year, as Q4 enterprise data revenue reached a record $353 million with AI power management across GPU, ASIC, and networking platforms driving sustained demand. The company does not provide formal full-year guidance; management guided Q1 FY2026 revenue of $680-700 million and highlighted expanding content on next-generation AI accelerator platforms alongside growing diversification in automotive and industrial segments.
Cloud & AI | Demand | Revenue Growth | Innovation & R&D | Competitive Dynamics | Product Launch | Margin | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 11 | 9 | 7 | 4 | 5 | 4 | 1 | |
| 2025Q1 | 9 | 8 | 4 | 2 | 4 | 2 | 3 | 2 |
| 2025Q2 | 8 | 9 | 7 | 2 | 3 | 1 | 2 | |
| 2025Q3 | 8 | 4 | 5 | 8 | 4 | 3 | 2 | 2 |
| 2025Q4 | 12 | 4 | 6 | 6 | 5 | 2 | 1 | |
| 2026Q1 | 4 | 7 | 3 | 6 | 6 | 2 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 11 | 9 | 8 | 8 | 12 | 4 |
| Demand | 9 | 8 | 9 | 4 | 4 | 7 |
| Revenue Growth | 7 | 4 | 7 | 5 | 6 | 3 |
| Innovation & R&D | 4 | 2 | 2 | 8 | 6 | 6 |
| Competitive Dynamics | 5 | 4 | 3 | 4 | 5 | 6 |
| Product Launch | 4 | 2 | 1 | 3 | 2 | |
| Margin | 1 | 3 | 2 | 2 | 1 | |
| Supply Chain | 2 | 2 | 2 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MPWR Monolithic Power Systems | 10 | +26.1% | |
| ADI Analog Devices | 9 | +37.3% | |
| ALAB Astera Labs, Inc. Common Stock | 9 | +93.4% | |
| AMAT Applied Materials | 9 | +11.4% | |
| AMD Advanced Micro Devices, Inc. | 9 | +37.9% | |
| ARM Arm Holdings | 7 | +20.1% | |
| ASML ASML Holding | 10 | +21.3% | |
| AVGO Broadcom Inc. | 10 | +47.9% | |
| INTC Intel Corporation | 6 | +7.2% | |
| KLAC KLA Corporation | 7 | +11.5% | |
| LRCX Lam Research | 9 | +23.8% | |
| MCHP Microchip Technology | 9 | +35.1% | |
| MRVL Marvell Technology | 10 | +27.6% | |
| MU Micron Technology, Inc. | 9 | +345.7% | |
| NVDA NVIDIA Corporation | 9 | +85.2% | |
| NXPI NXP Semiconductors | 7 | +12.2% | |
| ON ON Semiconductor | 6 | +4.7% | |
| Q Qnity Electronics, Inc. | 10 | +17.6% | |
| QCOM Qualcomm | 3 | -3.5% | |
| SWKS Skyworks Solutions | 3 | -1.0% | |
| TER Teradyne | 9 | +87.0% | |
| TXN Texas Instruments | 9 | +18.6% |