Credo Technology Group Holding Ltd (NAS:CRDO)

Q4 2026 Credo Technology Group Holding Ltd Earnings Call Transcript

Jun 1, 2026 / 09:00 PM GMT

Release Date Price: $226.1 (-4.21%)

Transcript 10-K8-K

Key Points

Positve

Credo Technology Group Holding Ltd (CRDO) reported a record revenue of $1.3 billion for fiscal year '26, marking a 206% year-over-year increase.
The company's non-GAAP net income increased more than five times to $662 million, showcasing strong profitability.
Credo's AEC business remains a core growth engine, with substantial long-term opportunities as AI clusters scale.
The acquisition of Dust Photonics expands Credo's optics position, enhancing their silicon photonics technology portfolio.
Credo's optical DSPs, SIFO PIX, and Zero Flap Optics are expected to contribute more than $600 million in revenue in fiscal '27, indicating strong growth potential.

Negative

The company faces significant supply chain tightness, which could impact their ability to meet aggressive ramp targets.
There is variability in customer revenue contributions, with potential quarter-over-quarter fluctuations.
The transition from 800 gig to 1.6T bandwidth is uncertain, with potential delays impacting revenue timing.
Despite strong growth, the company expects non-GAAP operating expenses to increase by approximately 50% year-over-year.
The company has no immediate plans for share buybacks or additional capital raises, which may limit strategic financial flexibility.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CRDO.OQ - Credo Technology Group Holding Ltd
Q4 2026 Credo Technology Group Holding Ltd Earnings Call
Jun 01, 2026 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for standing by. At this time, all participants are in a listen-only mode. Later, we will conduct a question-and-answer session where we request that you please limit yourselves to one question only. At that time, if you have a question, you will need to press star followed by the number one on your telephone keypad. If you would like to withdraw your question, press star and then the number one again.

I would now like to turn the conference over to Dan O'Neill. Please go ahead, sir.

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Unidentified_2 [2]
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