Subtext

Monolithic Power Systems, Inc. MPWR

SectorInformation Technology
Transcripts21
Date range2020-04-29 – 2025-05-01
Calls charted21

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-7-3+0+3+72020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · Overall: -1.12020 Q2 · Overall: +2.22020 Q3 · Overall: -0.72020 Q4 · Overall: +2.92021 Q1 · Overall: +0.72021 Q2 · Overall: +4.32021 Q3 · Overall: -0.22021 Q4 · Overall: +6.02022 Q1 · Overall: +0.72022 Q2 · Overall: +1.52022 Q3 · Overall: -3.62022 Q4 · Overall: -0.32023 Q1 · Overall: -2.92023 Q2 · Overall: -2.22023 Q3 · Overall: +1.02023 Q4 · Overall: +4.52024 Q1 · Overall: +4.12024 Q2 · Overall: -0.52024 Q3 · Overall: +3.72024 Q4 · Overall: +4.42025 Q1 · Overall: +5.3
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-16-8+0+8+162020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · CEO: +1.02020 Q2 · CEO: +2.72020 Q3 · CEO: -0.52020 Q4 · CEO: +1.82021 Q1 · CEO: -2.12021 Q2 · CEO: +0.02021 Q3 · CEO: +1.42021 Q4 · CEO: +1.42022 Q1 · CEO: -1.72022 Q2 · CEO: +2.82022 Q3 · CEO: -8.02022 Q4 · CEO: +2.42023 Q1 · CEO: -3.82023 Q2 · CEO: -1.82023 Q3 · CEO: +4.72023 Q4 · CEO: +8.52024 Q2 · CEO: +0.02024 Q3 · CEO: +7.42024 Q4 · CEO: +2.52025 Q1 · CEO: +13.52020 Q1 · CFO: -2.02020 Q2 · CFO: +5.42020 Q3 · CFO: +2.22020 Q4 · CFO: +13.42021 Q1 · CFO: +11.52021 Q2 · CFO: +12.92021 Q3 · CFO: +3.32021 Q4 · CFO: +14.02022 Q1 · CFO: +8.32022 Q2 · CFO: +2.32022 Q3 · CFO: +2.72022 Q4 · CFO: +4.12023 Q1 · CFO: +0.02023 Q2 · CFO: +2.52023 Q3 · CFO: +2.72023 Q4 · CFO: +4.32024 Q2 · CFO: +12.02024 Q3 · CFO: +12.72024 Q4 · CFO: +11.72025 Q1 · CFO: +11.1
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-20-10+0+10+202020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · Prepared remarks: +2.22020 Q2 · Prepared remarks: +2.22020 Q3 · Prepared remarks: -0.72020 Q4 · Prepared remarks: +2.92021 Q1 · Prepared remarks: +2.22021 Q2 · Prepared remarks: +11.42021 Q3 · Prepared remarks: -0.22021 Q4 · Prepared remarks: +6.02022 Q1 · Prepared remarks: +0.72022 Q2 · Prepared remarks: +1.52022 Q3 · Prepared remarks: -2.62022 Q4 · Prepared remarks: -0.32023 Q1 · Prepared remarks: -5.22023 Q2 · Prepared remarks: -2.22023 Q3 · Prepared remarks: +1.02023 Q4 · Prepared remarks: +4.62024 Q1 · Prepared remarks: +10.92024 Q2 · Prepared remarks: -0.52024 Q3 · Prepared remarks: +17.12024 Q4 · Prepared remarks: +4.42025 Q1 · Prepared remarks: +5.32020 Q1 · Q&A responses: -2.62021 Q1 · Q&A responses: -1.42021 Q2 · Q&A responses: +6.02022 Q3 · Q&A responses: -2.82023 Q1 · Q&A responses: +0.02024 Q1 · Q&A responses: +3.92024 Q3 · Q&A responses: +7.1
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$3.71$10.64$17.582020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1: $4.892020 Q2: $4.672020 Q3: $5.172020 Q4: $5.432021 Q1: $6.002021 Q2: $7.162021 Q3: $7.872021 Q4: $8.522022 Q1: $10.102022 Q2: $12.692022 Q3: $13.792022 Q4: $12.952023 Q1: $13.802023 Q2: $12.882023 Q3: $13.082023 Q4: $12.972024 Q1: $13.632024 Q2: $14.992024 Q3: $16.62

Forward P/E

26.2346.0065.772020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1: 28.962020 Q2: 48.302020 Q3: 48.452020 Q4: 61.152021 Q1: 58.752021 Q2: 48.032021 Q3: 63.042021 Q4: 57.562022 Q1: 43.622022 Q2: 32.812022 Q3: 31.152022 Q4: 30.532023 Q1: 34.542023 Q2: 41.732023 Q3: 35.962023 Q4: 46.932024 Q1: 51.942024 Q2: 56.882024 Q3: 51.78

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2020 Q2 tone ↑ +3.3 fwd EPS ↓ -0.22 Tone rose while the forward EPS estimate was cut.
  • 2020 Q3 tone ↓ -2.9 fwd EPS ↑ +0.50 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q1 tone ↓ -2.2 fwd EPS ↑ +0.57 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q3 tone ↓ -4.5 fwd EPS ↑ +0.71 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -5.3 fwd EPS ↑ +1.58 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↓ -5.1 fwd EPS ↑ +1.11 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q4 tone ↑ +3.4 fwd EPS ↓ -0.85 Tone rose while the forward EPS estimate was cut.
  • 2023 Q1 tone ↓ -2.7 fwd EPS ↑ +0.85 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q2 tone ↓ -4.5 fwd EPS ↑ +1.36 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-01+5.3——View →
2024 Q42025-02-06+4.4——View →
2024 Q32024-10-30+3.7$16.6251.8View →
2024 Q22024-08-01-0.5$14.9956.9View →
2024 Q12024-05-01+4.1$13.6351.9View →
2023 Q42024-02-07+4.5$12.9746.9View →
2023 Q32023-10-30+1.0$13.0836.0View →
2023 Q22023-07-31-2.2$12.8841.7View →