MPS releases transcript of Q2 2026 earnings call

MPWR•2026-07-31

Operational highlights and capital return

Board increased stock repurchase authorization by USD 500 million to USD 1 billion total.

Comms strength reflected optical module power as the larger portion, with rising contribution from switch-related sockets such as DPUs and NICs.

Management began sampling 800-volt AC-to-DC products for data centers using MPS silicon carbide; revenue timing is tied to market transition, with no timeline given.

Q2 2026 earnings call transcript released

MPS published the transcript of its Q2 2026 earnings call attended by CEO Michael R. Hsing, interim CFO Robert Dean, VP-Finance Tony Balow, and Finance Manager Arthur Lee.

Revenue hit a record USD 981 million, up 22% sequentially and 48% year over year; Enterprise Data rose 45% sequentially.

Sources

MPS releases transcript of Q2 2026 earnings call

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MPS releases transcript of Q2 2026 earnings call

Operational highlights and capital return

Q2 2026 earnings call transcript released

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MPS releases transcript of Q2 2026 earnings call

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