Monolithic Power Systems Publishes Q3 2026 Earnings Call Transcript

• Monolithic Power Systems' Oct. 29, 2026, third-quarter earnings call featured CEO Michael R. Hsing, CFO Tony Balow and analysts.
• Quarterly revenue reached $1.2 billion, up 63% from a year earlier.
• Management raised its Enterprise Data annual growth floor to 150% from 130%, citing customer diversification and increased module adoption.
• Annual revenue capacity exceeded $6 billion; management expects $8 billion by the second half of 2027.
• Initial 800-volt architecture ramps remain expected in late 2027, with more in 2028; current growth expectations do not depend on that transition.

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