Q4: 2026-06-01 Earnings Summary
EPS of $1.16 beats by $0.13
| Revenue of $437.00M (157.02% Y/Y) beats by $3.71M
Credo Technology Group Holding Ltd (CRDO) Bank of America 2026 Global Technology Conference June 4, 2026 12:20 PM EDT
Company Participants
William Brennan – President, CEO & Chairman
Daniel Fleming – Chief Financial Officer
Conference Call Participants
Vivek Arya – BofA Securities, Research Division
Presentation
Vivek Arya
BofA Securities, Research Division
BofA semiconductor semi-cap equipment research team. I’m really delighted to have the team from Credo Technology with us today. Bill Brennan, President and CEO; and Dan Fleming, the Chief Financial Officer. And as usual, I’ll go through my questions, but please feel free to raise your hand if you would like to bring something up. Really delighted to see you, Bill and Dan.
William Brennan
President, CEO & Chairman
Happy to be here.
Question-and-Answer Session
Vivek Arya
BofA Securities, Research Division
Thanks for joining us. I know Bill we’ll get into the nitty-gritty of the quarter and what’s happening here and now, but I was really hoping you could kind of step back, zoom out and give us kind of what is your 5-year strategic vision? Because it feels like people think of Credo as a copper company. And if optics is the end goal, then copper doesn’t have a long life. And that seems to me like such a subjective and perhaps incomplete way of describing, right, what your opportunity set is. So I think it would help to hear from you what your 5-year vision is.
William Brennan
President, CEO & Chairman
Sure. But let me first maybe address the debate between copper and optical. I kind of view it as there’s companies on stage maybe having the debate, if I imagine it that way. NVIDIA, Broadcom, Marvell, Astera, Credo. And I think the debaters have stopped talking. Debate is over. It’s going to be a heterogeneous world. I think all of the companies have communicated that. It’s not one or