Monolithic Power Systems, Inc. · NASDAQ:MPWR
Monolithic Power Systems — Investor Presentation (2026)
38 slides from Monolithic Power Systems's investor presentation, 2026
Slide 1: Investor Overview Q2 2026
Investor Overview Q2 2026
Slide 2: Safe Harbor Statement
Safe Harbor Statement Statements made in this presentation contain forward-looking statements, as that term is defined in the Private Securities Litigation Reform Act of 1995. These forward-looking statements are not historical facts or guarantees of future performance or events, are based on curren
Slide 3: Creating What's Next – Together
Creating What’s Next – Together We are a global leader in powering the most important technological innovations of our lives – working with our customers to create what’s next.
Slide 4: Outstanding Organic Revenue & Operational Growth
Outstanding Organic Revenue & Operational Growth $30.00 $25.00 $4,145 * +27.8% $652M MPS Revenue CAGR (’18-’26) Stock Repurchase (’18-’26) $2,790 SIA CAGR: 6.2% Current Authorization: $1B $20.00 2018 Today Non-GAAP EPS $2,207 $15.00 Employees >1,700 >4,900 $1,821 $1,794 Major Sites 4 8 $10.00 $1,208
Slide 5: Our Global Presence
Our Global Presence MPS Global Offices R&D Centers Manufacturing Partners Company Founded 1997 Number of Products >4,000 IPO (NASDAQ: MPWR) 2004 2025 Revenue $2.79B Employees Worldwide >4,900 5
Slide 6: Corporate Profile
Corporate Profile Production Facilities Quality & Reliability Facilities EMC Lab Facilities IATF-Certified Wafer Fabs • Both San Jose and Chengdu • Burn-In Room: 3,000 Sq. Ft. • Key Foundry/Hynix Korea • Two State-of-the-Art Failure Analysis Labs • SSMC Singapore • Global Foundry Singapore • TSMC Ta
Slide 7: End Customer Diversity
End Customer Diversity 20% Rest of World >30K 43% USA 37% China End Customers End Customer by Geography * As of March 2025 7
Slide 8: Diversity of End Markets
Diversity of End Markets % of Full Year 2025 Revenue Enterprise Data Storage and Computing • AI Accelerators • AI at the Edge • GPU • Notebooks 7.1% • ASIC • SSD / HDD • Tensor Processor 9.1% • DDR 5 / HBM 26.2% • Cloud Computing • CPU Servers and Workstations 11.1% Automotive Industrial / Other • A
Slide 9: Product Families
Product Families Power Management Battery Management Automotive (AECQ Grade) AC-DC • Switching Converters & Controllers • Chargers • Switching Converters and Controllers • HV Buck Regulators and Smart LDO • Multi-Phase Controllers & Intelli- • Battery Monitors & Protectors AECQ Grade • Flyback Phase
Slide 10: Technology Drives SAM Expansion
Technology Drives SAM Expansion 2015 2018 2025 Future SAM $10B $16B $27B ?? Auto BMS Solutions Power Isolation / Rack Power Multiphase Architecture for 5G infrastructure High Voltage GaN IC/Module Solutions for Consumer 48V Auto Solutions Active Balancer for Grid Storage Mini-Phase and BMS Solutions
Slide 11: Above-Market Growth and Attractive Margin Profile
Above-Market Growth and Attractive Margin Profile 35.0% 30.0% 25.0% MPWR 20.0% 5 Year Revenue CAGR 15.0% ADI CRUS SLAB 10.0% IFNNY LSCC NXPI 5.0% AOSL DIOD VSH TXN ON 0.0% POWI SWKS (5.0%) MXL (10.0%) (15.0%) 20.00% 30.00% 40.00% 50.00% 60.00% 70.00% 80.00% 5 Year Average Gross Margin 5-year CAGR in
Slide 12: Powering Progress Through Innovation
Powering Progress Through Innovation Redefining Performance Data Centers Smaller, smarter, radically efficient power solutions IMAGE 5x lower power distribution losses with ZPD architecture, enabling 3A/mm² Pushing Power Density Limits power density Embedding sustainability in every R&D cycle Enabli
Slide 13: Computing Power Evolution
Computing Power Evolution
Slide 14: Leading the Next Wave of Computing Power
Powering Progress Through Innovation Leading the Next Wave of Computing Power 2018 Past Predictions: Present Success: Future Focus: Rise of monolithic power Our Intelli-Phase and As power demands grow, we’re solutions and 48V architecture – ZPD technologies – solving the next wave of challenges: del
Slide 15: Accelerating Power Demands: The New Normal
Accelerating Power Demands: The New Normal AI GPU/ASIC Power Consumption 15
Slide 16: Z-Axis Power Delivery (ZPD)
Z-Axis Power Delivery (ZPD ) Processor Power Power stage 150uΩ PDN 150uΩ PDN stage PCB Processor PCB Power Power stage 30uΩ PDN stage 16
Slide 17: GPU Power: Driving Data Center Architectural Evolution
GPU Power: Driving Data Center Architectural Evolution PDB IBC Core VR AI SoC Power +/- 400V Modules & 48V 12V Discrete ICs Core +/-400V 48V 48V 5V-12V PDB: Power distribution board IBC: Intermediate bus converter 17
Slide 18: GPU Power: Power Density
GPU Power: Driving Data Center Architectural Evolution Intelli-Phase Intelli-Phase Second-Stage Core Power Monolithic One Die vs Five Dice Packaging Innovation 3A/mm 2 Multiphase and COUT Integration Power Density Smaller Monolithic Intelli-Phase Package 1.5A/mm 2 1.25A/mm 2 0.75A/mm 2 Discrete Die
Slide 19: Recap: >$4B SAM and Rapidly Growing
Recap: >$4B SAM and Rapidly Growing Today Tomorrow CPU Server Board GPU AI Server Rack Data Center 19
Slide 20: Driving the Future of Software-Defined Mobility
Driving the Future of Software-Defined Mobility
Slide 21: Diversified Impact
Diversified Impact Established Expanding Emerging ADAS Digital Cockpit Lighting Body Electronics Battery Management Radar, Camera, Infotainment, Matrix Headlamp, HVAC, Seat, 48V, HEV, EV LiDar, Self-driving Cluster, HUD, USB Dynamic Lighting, Lift Gate, Compute Charging Interior Auto Door Handle, M
Slide 22: Strategically Positioned for What's Next
Strategically Positioned for What's Next 1 Billion+ Preferred Annually Supplier 1,200+ Auto-grade devices Top automotive Automotive products shipped OEMs & tier 1s in our portfolio 22
Slide 23: Driving the Future of Software-Defined Mobility
Powering Progress Through Innovation Driving the Future of Software-Defined Mobility The Car Compute Era ADAS Sensor Proliferation Digital Cockpit High Voltage (800V+) 48V Transition 23
Slide 24: MPS Automotive: $1B Wins in Pipeline
MPS Automotive: $1B Wins in Pipeline Digital Cockpit Infotainment and Telematics Luxury OEM Infotainment Infotainment Digital Cluster Android Module Telematics ADAS Triple Forward Collision Avoidance Advanced Backup ADAS Domain Controller Camera Domain Master Backup Camera Surround View Monitor Near
Slide 25: MPS Automotive: From milliWatt to kilowatt
MPS Automotive From milliWatt to kilowatt, MPS Smart Power Enables Software-Defined Mobility: $10.6B • Innovative Technology: Enabling automakers to achieve more with less • System Solutions: Aligned with high- potential trends for maximum impact • Diverse Pipeline: Broad design wins Market SAM acro
Slide 26: Clean Energy, Robotics and Building Automation
Clean Energy, Robotics and Building Automation
Slide 27: Powering the Green Energy Transition
Powering the Green Energy Transition Over $150M design wins 25+ products in development 27
Slide 28: Driving Incremental Future SAM
Driving Incremental Future SAM Expanding Share What’s Next Energy Storage Datacenter & 5G Backup Notebook Automotive E-Mobility Power Tools & Appliances 28
Slide 29: MPS Total Robotics Solution
MPS Total Robotics Solution $150 MPS Content Per robot 45 MPS Products 29
Slide 30: Building Automation: Smart Control Made Simple
Building Automation BA100 Controller: Window/Door Actuators Sound System LED Lighting Control All-in-One AI Building Mimicking Nature Window Shade Airflow Control Smart Control Made Simple Occupancy Sensors / Daylight Facial • Control for 3,500 Sq Ft: Manage lighting and automated Sensor Recognition
Slide 31: Financial Strength and Corporate Responsibility
Financial Strength and Corporate Responsibility
Slide 32: Consistent Revenue Growth & Shareholders' Return
Consistent Revenue Growth & Shareholders’ Return $4,500 1200.0% $4,145 $4,000 Revenue ($M) 1000.0% $3,500 MPWR PR SOX PR $3,000 $2,790 800.0% MPWR Revenue ($M) Total Price Return $2,500 $2,207 600.0% $2,000 $1,794 $1,821 $1,500 400.0% $1,208 $1,000 $844 $582 $628 200.0% $500 $- 0.0% 2018 2019 2020 2
Slide 33: Consistent Revenue Growth & Shareholders' Return
Consistent Revenue Growth & Shareholders’ Return (in $M) $1,800 $1,680 $1,600 $1,400 $1,200 $1,000 $877 $800 $600 $400 $292 $167 $190 $155 $200 $- 2022 2023 2024 2025 2026 Q2 Returns to Shareholders via Buyback and Dividends Cumulative Returns to Shareholders >150% >$1.6B $652M 70% Increase in Quart
Slide 34: Corporate Responsibility
Corporate Responsibility -21% 53% Greenhouse Gas Emissions Renewable Electricity We reduced our greenhouse gas emissions by 53% of all electricity was renewable in 21% in 2025, and our goal is to achieve 40% 2025, and our goal is to reach 75% in 2026 lower emissions by 2030* 3,100 m 41% 5 of 7 2 Sol
Slide 35: Thank You
mrS Thank You
Slide 36: Reconciliation of GAAP to Non-GAAP Measures
Reconciliation of GAAP to Non-GAAP Measures (Amounts in $/share) Deferred Recognition of Stock-Based Tax Effect of GAAP Compensation Intangible Asset Tax Benefit Non-GAAP Fiscal Year Compensation and Non-GAAP Diluted EPS Related Expenses1 Plan Expense Amortization Granted to Foreign Diluted EPS Adju
Slide 37: Reconciliation of GAAP to Non-GAAP Measures
Reconciliation of GAAP to Non-GAAP Measures (Amounts in percentages) Stock-Based Deferred GAAP Gross Compensation Intangible Asset Non-GAAP Gross Fiscal Year Compensation Margin and Related Amortization Margin Plan Expense Expenses1 2021 56.8% 0.3 -* -* 57.1% 2022 58.4% 0.3 -* -* 58.7% 2023 56.1% 0.
Slide 38: Reconciliation of GAAP to Non-GAAP Measures
Reconciliation of GAAP to Non-GAAP Measures (Amounts in thousands except % of FCF) GAAP Net Cash Capital Free Cash Stock Dividends Return to Fiscal Year Provided by Operating Fiscal Year Expenditures1 Flow Repurchases Paid Shareholders Activities 2022 $246,674 (60,898) $185,776 2022 - 137,965 $137,9
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