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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 |
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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 |
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 · see what Pro adds →
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.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2025 Q2 | $72M | +63.6% | $-0.03 | +42.4% | -11.7% | -5.9% | $-12M |
| FY2025 Q3 | $135M | +154.4% | $0.16 | — | 19.4% | 21.7% | $-383,000 |
| FY2025 Q4 | $170M | +179.7% | $0.20 | +412.5% | 20.4% | 21.5% | $54M |
| FY2026 Q1 | $223M | +273.6% | $0.34 | +688.2% | 27.2% | 28.4% | $51M |
| FY2026 Q2 | $268M | +272.1% | $0.44 | +1832.3% | 29.4% | 30.8% | $38M |
| FY2026 Q3 | $407M | +201.5% | $0.82 | +412.5% | 36.8% | 38.6% | $140M |
| FY2026 Q4Selected | $437M | +157.0% | $0.88 | +340.0% | 35.7% | 38.7% | $177M |
| FY2027 Q1 | $479M | +114.7% | $0.67 | +97.1% | 25.2% | 27.0% | $83M |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2025 | $437M | — | $0.28 | — | 8.7% | 11.9% | $29M |
| FY2026Selected | $1.34B | +205.7% | $2.48 | +796.0% | 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).
GAAP revenue YoY +157.0% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What CRDO and other companies said about each other on FY2026 Q4 earnings calls — 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).
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CRDO Credo Technology Group Holding Ltd | 10 | +157.0% | |
| ADI Analog Devices | 9 | +37.3% | |
| ALAB Astera Labs, Inc. Common Stock | 9 | +104.5% | |
| AMAT Applied Materials | 9 | +11.4% | |
| AMD Advanced Micro Devices, Inc. | 9 | +50.1% | |
| ARM Arm Holdings | 7 | +22.4% | |
| ASML ASML Holding | 10 | +21.3% | |
| AVGO Broadcom Inc. | 10 | +47.9% | |
| INTC Intel Corporation | 8 | +25.4% | |
| KLAC KLA Corporation | 8 | +15.2% | |
| LRCX Lam Research | 9 | +30.0% | |
| MCHP Microchip Technology | 9 | +38.0% | |
| MPWR Monolithic Power Systems | 10 | +47.6% | |
| MRVL Marvell Technology | 10 | +27.6% | |
| MU Micron Technology, Inc. | 9 | +345.7% | |
| NVDA NVIDIA Corporation | 9 | +85.2% | |
| NXPI NXP Semiconductors | 9 | +19.5% | |
| ON ON Semiconductor | 8 | +9.2% | |
| Q Qnity Electronics, Inc. | 10 | +22.1% | |
| QCOM Qualcomm | 3 | -4.0% | |
| SWKS Skyworks Solutions | 3 | -3.1% | |
| TER Teradyne | 9 | +103.9% | |
| TSM Taiwan Semiconductor Manufacturing Company Limited | 9 | +36.0% | |
| TXN Texas Instruments | 9 | +22.8% |