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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (93790)

2/6/2025 6:05:02 PM

From: Elroy

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Read Replies (1) | Respond to of 95333

MCHP color suggest that consumer demand is still weak if MCHP customers are not working through their inventories.

I don't think MCHP has much consumer device exposure. Industrial and analog, yes, consumer products, no.

To: Johnny Canuck who wrote (93790)	2/6/2025 6:20:02 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95333

Monolithic Power beats by $0.11, beats on revs; guides Q1 revs above consensus; announces buyback 4:06 PM ET 2/6/25 \| Briefing.com Reports Q4 (Dec) earnings of $4.09 per share, excluding non-recurring items, $0.11 better than the FactSet Consensus of $3.98; revenues rose 36.9% year/year to $621.67 mln vs the $608.07 mln FactSet Consensus. Co issues upside guidance for Q1, sees Q1 revs of $610 mln to $630 mln vs. $580.67 mln FactSet Consensus.Board approved $500 mln buyback.