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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Tore Svanberg | Stifel | 12 questions · 8% challenging |
| Quinn Bolton | Needham | 12 questions · 17% challenging |
| Karl Ackerman | BNP Paribas | 11 questions · 9% challenging |
| Vijay Rakesh | Mizuho Securities | 11 questions · 0% challenging |
| Tom O'Malley | Barclays | 11 questions · 9% challenging |
| Suji Desilva | ROTH Capital Partners | 11 questions · 0% challenging |
| Vivek Arya | Bank of America | 10 questions · 40% challenging |
| Chris Rolland | Susquehanna | 8 questions · 0% challenging |
| Joe Cardoso | JPMorgan | 5 questions · 0% challenging |
| Joshua Buchalter | TD Cowen | 5 questions · 20% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Stifel | 1 analyst | 12 questions · 8% challenging |
| Needham | 1 analyst | 12 questions · 17% challenging |
| Mizuho Securities | 1 analyst | 11 questions · 0% challenging |
| Barclays | 1 analyst | 11 questions · 9% challenging |
| BNP Paribas | 1 analyst | 11 questions · 9% challenging |
| ROTH Capital Partners | 1 analyst | 11 questions · 0% challenging |
| Bank of America | 1 analyst | 10 questions · 40% challenging |
| TD Cowen | 2 analysts | 10 questions · 30% challenging |
Credo closed fiscal 2026 with record fourth-quarter revenue of $437 million, up 157% year over year and above guidance, as AI-infrastructure demand for its active electrical cables and optical connectivity accelerated. GAAP diluted EPS reached $0.88 versus $0.20 a year ago, and full-year revenue tripled to more than $1.3 billion with roughly 50% non-GAAP net margins, evidencing substantial operating leverage. Management guided first-quarter fiscal 2027 revenue to $465-$475 million and framed the full year for more than 80% revenue growth, driven by an optical inflection in the second half where DSPs, silicon-photonics PICs, and ZeroFlap optics are each expected to exceed $100 million (more than $600 million combined). The recently closed Dust Photonics acquisition adds silicon-photonics technology, while customer concentration (four customers above 10% of revenue) and advanced-node supply-chain tightness remain the key watch items.
Demand | Competitive Dynamics | Product Launch | Revenue Growth | Innovation & R&D | Margin | Guidance Reliability | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 13 | 9 | 3 | 4 | 2 | 2 | ||
| 2025Q3 | 7 | 4 | 3 | 4 | 1 | |||
| 2025Q4 | 3 | 5 | 3 | 2 | 2 | 2 | ||
| 2026Q1 | 12 | 5 | 8 | 3 | 3 | 1 | 1 | 1 |
| 2026Q2 | 9 | 5 | 6 | 1 | 2 | 2 | 2 | 1 |
| 2026Q3 | 6 | 3 | 5 | 3 | 3 | 2 | 1 | |
| 2026Q4 | 4 | 4 | 5 | 7 | 1 | 1 |
| '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | |
|---|---|---|---|---|---|---|---|
| Demand | 13 | 7 | 3 | 12 | 9 | 6 | 4 |
| Competitive Dynamics | 9 | 4 | 5 | 5 | 5 | 3 | 4 |
| Product Launch | 3 | 3 | 3 | 8 | 6 | 5 | 5 |
| Revenue Growth | 4 | 4 | 2 | 3 | 1 | 3 | 7 |
| Innovation & R&D | 2 | 2 | 3 | 2 | 3 | ||
| Margin | 1 | 2 | 1 | 2 | 2 | 1 | |
| Guidance Reliability | 2 | 1 | 2 | ||||
| Supply Chain | 1 | 1 | 1 | 1 |
What CRDO said about other companies on its FY2026 Q4 call, and what other companies said about CRDO on their calls covering the same calendar quarter (Q2 2026). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“let's use our first customer, Pozitron, as an example. They are redefining memory attachment and bandwidth.”
Credo named Pozitron as the first customer for its Weaver gearbox/OmniConnect memory product, citing a 2TB LPDDR inference design and $2,000-$3,000 of Credo content per GPU; Pozitron is a private AI-inference company (untracked).
“the acquisition of Dust Photonics, which closed last week, significantly expands our optics position with highly differentiated silicon photonics PIC technology.”
Credo closed its acquisition of Dust Photonics (about $750M net cash, in Q1 FY2027), adding silicon-photonics PIC technology spanning 800 gig and 1.6T with a roadmap to 3.2 Tbps; Dust is a private company (untracked).
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q2 | $72M | +63.6% | $-0.03 | +25.0% | 63.2% | -11.7% | -5.9% | $-12M |
| FY2025 Q3 | $135M | +154.4% | $0.16 | — | 63.6% | 19.4% | 21.7% | $-383,000 |
| FY2025 Q4 | $170M | +179.7% | $0.20 | +433.3% | 67.2% | 19.9% | 21.5% | $54M |
| FY2026 Q1 | $223M | +273.6% | $0.34 | +666.7% | 67.4% | 27.2% | 28.4% | $51M |
| FY2026 Q2 | $268M | +272.1% | $0.44 | +1566.7% | 67.5% | 29.4% | 30.8% | $38M |
| FY2026 Q3 | $407M | +201.5% | $0.82 | +412.5% | 68.5% | 36.8% | 38.6% | $140M |
| FY2026 Q4Selected | $437M | +157.0% | $0.88 | +340.0% | 68.2% | 35.7% | 38.7% | $177M |
| FY2027 Q1 | $479M | +114.7% | $0.67 | +97.1% | 64.5% | 25.2% | 27.0% | $83M |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 | $437M | — | $0.27 | — | 64.8% | 8.5% | 11.9% | $29M |
| FY2026Selected | $1.34B | +205.7% | $2.48 | +818.5% | 68.0% | 33.3% | 35.4% | $407M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
No 8-K events recorded for this window.
Calendar quarter Q2 2026Earnings call Jun 1, 2026
FY2026 Q4 in brief
Credo closed fiscal 2026 with record fourth-quarter revenue of $437 million, up 157% year over year and above guidance, as AI-infrastructure demand for its active electrical cables and optical connectivity accelerated.
Newest quarter FY2027 Q1 is part of Pro ·
Sources. Tellvest earnings-call sentiment score for Credo Technology Group Holding Ltd (CRDO), FY2026 Q4: 10/10. Scores: Credo Technology Group Holding Ltd’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: CRDO daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
GAAP revenue YoY +157.0% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| CRDOCredo Technology Group Holding Ltd | 10 | +157.0% | Credo closed fiscal 2026 with record fourth-quarter revenue of $437 million, up 157% year over year and above guidance, as AI-infrastructure demand for its active electrical cables and optical connectivity accelerated | |
| ADIAnalog Devices | 9 | +37.3% | ADI delivered record Q2 results with revenue of $3.62 billion (+37% YoY) and adjusted EPS of $3.09, both exceeding the high end of guidance | |
| ALABAstera Labs, Inc. Common Stock | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| AMDAdvanced Micro Devices, Inc. | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| ARMArm Holdings | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| AVGOBroadcom Inc. | 10 | +47.9% | Broadcom delivered a blowout quarter, with total revenue reaching a record $22.2 billion, up 48% year on year, powered by AI semiconductor revenue of $10.8 billion that grew 143% | |
| INTCIntel Corporation | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| MCHPMicrochip Technology | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| MPWRMonolithic Power Systems | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| MRVLMarvell Technology | 10 | +27.6% | Marvell delivered record revenue of $2.418 billion (+28% YoY) in FY2027-Q1, powered by data center strength at $1.8 billion representing 76% of total revenue | |
| MUMicron Technology, Inc. | 9 | +345.7% | Micron posted a fifth consecutive record quarter, with revenue of $41.5 billion up 346% year over year and 74% sequentially as the AI-driven memory shortage pushed DRAM prices up in the low 60s percentage range | |
| NVDANVIDIA Corporation | 9 | +85.2% | NVIDIA delivered record revenue of $82 billion, up 85% year over year, driven by sustained Blackwell architecture demand across hyperscalers, AI native clouds, and sovereign deployments | |
| NXPINXP Semiconductors | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| ONON Semiconductor | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| QCOMQualcomm | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| SWKSSkyworks Solutions | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| TSMTaiwan Semiconductor Manufacturing Company Limited | 9 | +36.0% | Taiwan Semiconductor delivered another record quarter, with Q2 2026 revenue of $40.2 billion landing at the high end of guidance as HPC climbed 20% sequentially to 66% of revenue on extremely robust AI demand | |
| TXNTexas Instruments | 9 | +22.8% | Texas Instruments delivered a strong, broad-based reacceleration: revenue rose to $5.5 billion, an increase of 13% sequentially and an increase of 23% year-over-year, with GAAP EPS of $2.14 (including a $0.05 discrete tax benefit) and operating profit up 48% to $2.3 billion at a 42% margin |
Credo closed fiscal 2026 with record fourth-quarter revenue of $437 million, up 157% year over year and above guidance, as AI-infrastructure demand for its active electrical cables and optical connectivity accelerated
ADI delivered record Q2 results with revenue of $3.62 billion (+37% YoY) and adjusted EPS of $3.09, both exceeding the high end of guidance
Newest quarter — available with Pro
Newest-quarter details for 10 peers (score, revenue, headline, themes and macro signals) are available with Pro.
| Company | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|
| CRDO | 10 | 10 | 10 | 10 | 10 | 10 |
| ADI | 4 | 9 | 9 | 9 | 9 | 9 |
| ALAB | 8 | 8 | 8 | 8 | 9 | Newest quarter — available with Pro |
| AMD | 9 | 9 | 9 | 9 | 9 | Newest quarter — available with Pro |
| ARM | 9 | 7 | 9 | 7 | 7 | Newest quarter — available with Pro |
| AVGO | 9 | 9 | 10 | 10 | 9 | 10 |
| INTC | 5 | 5 | 5 | 4 | 6 | Newest quarter — available with Pro |
| MCHP | 1 | 2 | 3 | 9 | 9 | Newest quarter — available with Pro |
| MPWR | 9 | 9 | 8 | 8 | 10 | Newest quarter — available with Pro |
| MRVL | 9 | 9 | 9 | 10 | 10 | 10 |
| MU | 9 | 9 | 9 | 9 | 9 | 9 |
| NVDA | 8 | 8 | 8 | 8 | 10 | 9 |
| NXPI | 2 |
Newest quarter — available with Pro
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Broadcom delivered a blowout quarter, with total revenue reaching a record $22.2 billion, up 48% year on year, powered by AI semiconductor revenue of $10.8 billion that grew 143%
Newest quarter — available with Pro
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Newest quarter — available with Pro
Marvell delivered record revenue of $2.418 billion (+28% YoY) in FY2027-Q1, powered by data center strength at $1.8 billion representing 76% of total revenue
Micron posted a fifth consecutive record quarter, with revenue of $41.5 billion up 346% year over year and 74% sequentially as the AI-driven memory shortage pushed DRAM prices up in the low 60s percentage range
NVIDIA delivered record revenue of $82 billion, up 85% year over year, driven by sustained Blackwell architecture demand across hyperscalers, AI native clouds, and sovereign deployments
Newest quarter — available with Pro
Newest quarter — available with Pro
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Newest quarter — available with Pro
Taiwan Semiconductor delivered another record quarter, with Q2 2026 revenue of $40.2 billion landing at the high end of guidance as HPC climbed 20% sequentially to 66% of revenue on extremely robust AI demand
Texas Instruments delivered a strong, broad-based reacceleration: revenue rose to $5.5 billion, an increase of 13% sequentially and an increase of 23% year-over-year, with GAAP EPS of $2.14 (including a $0.05 discrete tax benefit) and operating profit up 48% to $2.3 billion at a 42% margin
| 2 |
| 4 |
| 7 |
| 7 |
| Newest quarter — available with Pro |
| ON | 1 | 1 | 2 | 2 | 6 | Newest quarter — available with Pro |
|---|
| QCOM | 9 | 8 | 7 | 5 | 3 | Newest quarter — available with Pro |
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| SWKS | 2 | 5 | 7 | 4 | 3 | Newest quarter — available with Pro |
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| TSM | 9 | 9 | 9 | 9 | 9 | 9 |
|---|
| TXN | 6 | 9 | 6 | 7 | 9 | 9 |
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