Q1: 2025-09-03 Earnings Summary
EPS of $0.52 beats by $0.16
| Revenue of $223.07M (273.57% Y/Y) beats by $32.45M
Credo Technology Group Holding Ltd (NASDAQ:CRDO) Goldman Sachs Communacopia + Technology Conference 2025 September 10, 2025 6:45 PM EDT
Company Participants
William Brennan – President, CEO & Chairman
Daniel Fleming – Chief Financial Officer
Conference Call Participants
James Schneider – Goldman Sachs Group, Inc., Research Division
Presentation
James Schneider
Senior Research Analyst
Good afternoon, everybody. Welcome to the Goldman Sachs Communacopia Technology Conference. My name is Jim Schneider. I’m a semiconductor analyst here at Goldman Sachs, and it’s my pleasure to welcome Credo. We have — really happy to have CEO, Bill Brennan; and CFO, Dan Fleming with us today. Welcome, guys. Thanks for being here.
William Brennan
President, CEO & Chairman
Thanks for having us.
Question-and-Answer Session
James Schneider
Goldman Sachs Group, Inc., Research Division
You sit in a very hot part of the market right now tied to AI infrastructure within data centers specifically connectivity. So your words, what is the mission and vision of the company? How has the journey been so far? And what problem is Credo trying to solve more efficiently and effectively for everybody else?
William Brennan
President, CEO & Chairman
Sure. So I’ve been with the company 12 years now. And when I joined the company, we had this vision that the data center was going to be driving an exponential need for more bandwidth. And it’s taken many years, but it’s on a super accelerated pace. So the mission has been pretty consistent and it’s breaking bandwidth barriers by delivering highly reliable and energy-efficient connectivity solutions. And so that’s what we’ve been at for the past decade for sure, and it’s really in hyperdrive right now.
So connectivity, like within the AI space, we all think about GPUs but it’s connecting the GPUs, 10,000 or 100,000 or 1 million people are talking about at very high
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