Key Takeaways CRDO's revenues nearly tripled from Q1 to Q4, led by strong demand for connectivity and optical products. FY25 operating margin jumped 2,500 bps as revenue outpaced expenses, lifting profitability. CRDO forecasts FY26 revenue above $800M with net margin close to 40% on continued operating leverage.Credo Technology Group Holding Ltd (CRDO) has witnessed a sharp upward trajectory in revenues over the recent quarters, reflecting strong business momentum. Despite tariff headwinds, customer conce ...

Credo Technology Group Holding Ltd (CRDO) is emerging as a powerhouse as the world races to build the next generation of AI data centers. Credo has seen explosive growth, with fiscal 2025 revenues hitting $436.8 million, a 126% year-over-year increase driven by strong demand for its innovative and energy-efficient high- performance connectivity solutions. Demand continues to accelerate, particularly among hyperscaler customers supporting advanced AI services. In the fourth quarter of fiscal 2025, revenues s ...