Monolithic Power Systems (MPWR) Q2 FY26 earnings call

Monolithic Power Systems reported record Q2 FY26 revenue, driven by strong sequential growth across all end markets, particularly Enterprise Data. The company emphasized its diversified market strategy, continuous innovation, and expansion into new technologies like DDR5 and 800-volt data center solutions. Management also highlighted significant capacity expansion and a substantial increase in its stock repurchase authorization, while maintaining a consistent pricing approach and focusing on long-term growth.