Credo Technology Group Holding Ltd (MEX:CRDON)
MXN 2,770 +28.36 (+1.03%) Market Cap: 520.30 Bil Enterprise Value: 507.77 Bil PE Ratio: 57.78 PB Ratio: 11.21 GF Score: 76/100

Credo Technology Group Holding Ltd at Goldman Sachs Communacopia + Technology Conference Transcript

Sep 10, 2026 / 05:50PM GMT
Release Date Price: MXN2741.64 (-3.10%)
James Schneider
Goldman Sachs International - Analyst

Okay. Good morning, everybody. Welcome to the Goldman Sachs Communacopia Technology Conference. My name is Jim Schneider. I'm the semiconductor analyst here at Goldman Sachs. It's my pleasure to welcome Credo Technology's CEO, Bill Brennan; and CFO, Dan Fleming. Welcome, guys, to the stage.

William Brennan
Credo Technology Group Holding Ltd - Chairman of the Board, President, Chief Executive Officer

Thank you.

Questions & Answers

James Schneider
Goldman Sachs International - Analyst

For investors who may be new to the Credo story, how would you describe your positioning in the AI infrastructure layer? And what are your biggest and most defendable competitive advantages?

William Brennan
Credo Technology Group Holding Ltd - Chairman of the Board, President, Chief Executive Officer

Sure. So Credo is a pure-play high-speed connectivity solutions company. The role we play in AI infrastructure is moving data

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