Tony Balow

Vice President of Finance, Monolithic Power Systems

Search every verified Tony Balow interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Tony Balow, Vice President of Finance at Monolithic Power Systems, participated in the company's Q2 2026 earnings call on July 28, 2026. During the call, he reported record quarterly revenue of $981 million, which he stated was 22% higher than the first quarter of 2026 and 48% higher than the second quarter of 2025. He also noted that the company had extended its capacity goals significantly beyond $6 billion to support future revenue growth and its transformation into a full solution provider. In response to an analyst question about competition in power management integrated circuits for optical transceivers, Balow discussed the company's Apollo modules, describing them as high power density encapsulated modules with integrated inductors and capacitors. He asserted that Monolithic Power Systems offers the highest power density in the industry and expressed confidence that this would allow the company to win sockets in the optical market segment. He declined to provide specific customer share details but acknowledged the company was becoming more mature in system-level assembly and vendor qualification, with room for further improvement.