MP

Monolithic Power Systems, Inc. stock research

Dec 31, 2024

FY2024 Q4

Monolithic Power Systems (MPWR) Gross Margin — Quarter Ended Dec 31, 2024

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year. Gross margin remained stable, as the proportion of cost of revenue to revenue was essentially unchanged.

Gross margin takeaway

Quarter ended Dec 31, 2024 · FY2024 Q4

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year. Gross margin remained stable, as the proportion of cost of revenue to revenue was essentially unchanged.

  • The gross margin was consistent across the current quarter, the prior quarter, and the year-ago quarter, indicating a stable relationship between revenue and cost of revenue.
  • Compared to the prior quarter, revenue and gross profit were slightly higher, while gross margin was unchanged. Compared to the same quarter last year, revenue and gross profit were substantially higher, with gross margin showing a minor improvement.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

55.4%

Gross profit

$344.4M

Revenue

$621.7M

Cost of revenue

$277.3M

Quarter-over-quarter change

+0.0 pts

Year-over-year change

+0.1 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Mar 31, 2024$457.9M$252.4M$205.4M55.1%
Jun 30, 2024$507.4M$280.6M$226.9M55.3%
Sep 30, 2024$620.1M$343.4M$276.7M55.4%
Dec 31, 2024$621.7M$344.4M$277.3M55.4%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Sep 30, 2024

+0.0 pts

Year-over-year change

Dec 31, 2023

+0.1 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The gross margin was consistent across the current quarter, the prior quarter, and the year-ago quarter, indicating a stable relationship between revenue and cost of revenue.

Compared to the prior quarter, revenue and gross profit were slightly higher, while gross margin was unchanged. Compared to the same quarter last year, revenue and gross profit were substantially higher, with gross margin showing a minor improvement.

Monitor whether the stable gross margin can be maintained if revenue growth continues.