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Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
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Credo Technology Group (CRDO) investor relations material
Credo Technology Group Goldman Sachs Communicopia + Technology Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Communicopia + Technology Conference 2025 summary10 Sep, 2025
Market opportunity and technology trends
AI infrastructure is driving exponential bandwidth needs in data centers, with a focus on highly reliable and energy-efficient connectivity solutions.
The total addressable market (TAM) for AECs has grown from an estimated $2 billion to $5–$10 billion, driven by new use cases in both scale-out and scale-up networks.
AECs are increasingly replacing both passive copper and optical connections, especially as reliability and energy efficiency become top priorities.
Improvements in copper and DSP technology have extended AEC cable lengths from 3 m to 7 m, with further advancements expected.
Liquid cooling and rack density trends are expanding AEC use cases, enabling longer connections and greater deployment flexibility.
Customer adoption and business growth
Once customers engage, adoption is strong due to reliability, energy efficiency, and cost benefits, with little pushback after initial exposure.
Rapid AEC revenue growth is supported by strong relationships and 12-month customer forecasts, though no taker-pay agreements are in place.
Significant revenue ramps have occurred with multiple hyperscale customers, with new customers expected to reach 10% revenue contribution within a year.
Each hyperscale relationship has the potential to generate over $100 million in annual revenue, with quick ramp-up possible.
AEC revenue is not solely tied to custom programs; opportunities exist across various GPU and XPU platforms.
Competitive landscape and differentiation
The company is the only true vertically integrated player in the market, enabling rapid innovation and customer-specific solutions.
Focus on being first to deliver, qualify, and ramp products provides a competitive edge and helps maintain margins.
Reliability and system-level integration are key differentiators, with a thousandfold improvement over optical connections.
The perception of cables as commodities is a challenge, but the technology and system-level complexity provide significant barriers to entry.
Credo's strategy beyond custom cloud silicon?
Explain the 10x scale-out/scale-up AEC TAM growth.
Credo's strategy for optical DSP competitive edge?
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Next Credo Technology Group earnings date
Q2 20261 Dec, 2025
Next Credo Technology Group earnings date
Q2 20261 Dec, 2025
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Eferix Drawings Google Play
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Frequently asked questions
Credo Technology Group Holding Ltd specializes in providing high-speed connectivity solutions that enhance the performance and efficiency of data infrastructure. Founded in 2008, Credo leverages its advanced Serializer/Deserializer (SerDes) and Digital Signal Processor (DSP) technology to offer a comprehensive portfolio of products. These include integrated circuits, Active Electrical Cables (AEC), and chiplets that cater to a wide range of applications in the data center, enterprise networking, and high-performance computing sectors. Credo's innovations are designed to address the increasing demands for bandwidth and data transfer efficiency in the global digital economy. The company is headquartered in San Jose, California, United States, and its shares are listed on the NASDAQ.
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