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Credo Technology Group
Credo Technology Group (CRDO) investor relations material
Credo Technology Group 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary14 Jan, 2026
Market trends and outlook
Strong demand for AI and data center connectivity is expected to continue, with no signs of a slowdown in customer investment or a circular investment risk in the ecosystem.
Industry adoption of active electrical cables (AECs) is still in the early stages, with significant growth potential across hyperscalers and emerging customers.
Transition to higher speeds (800 Gbps and beyond) is well underway, with half or more current AEC connections already at 800 Gbps.
The shift to 200 Gbps per lane and 1.6T ports is anticipated to accelerate around 2028, with hyperscalers transitioning at different rates.
Customers provide 12- to 24-month forecasts, improving supply chain planning and visibility.
Product innovation and roadmap
Reliability is a core focus, driving the development of ZeroFlap clusters and real-time telemetry for network health.
Three major new products: active microLED cables (ALCs) for longer, thinner, reliable connections; ZeroFlap Optical Transceivers for high-reliability optical links; and OmniConnect/Weaver chiplets for flexible, high-bandwidth memory and system interconnects.
ALCs, enabled by the Hyperlume acquisition, are expected to double the total addressable market (TAM) compared to AECs, with first volumes projected for fiscal 2028.
ZeroFlap Optics are positioned as premium, non-commodity products with long-term gross margins of 63%-65% and material revenue expected in fiscal 2027.
OmniConnect/Weaver chiplets enable future-proof, high-memory inference engines, with first revenue expected in fiscal 2028.
Competitive positioning and customer base
System-level ownership, from SerDes to software, is a key differentiator, enabling rapid qualification and supply chain management.
The market is large enough to support multiple players, with no single generation expected to shift competitive dynamics significantly.
New products are expected to appeal to both existing hyperscaler customers and a broader set of resource-constrained companies globally.
AECs remain preferred for short connections, while ALCs expand the TAM and may cannibalize some AEC business depending on customer needs.
Attach rates per GPU are expected to range from 1.5x to over 5x as networks scale.
Credo's system-level ownership advantage
OmniConnect's impact on GPU memory limits
When 200 gig lanes dominate AEC volume?
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Next Credo Technology Group earnings date
Q3 20263 Mar, 2026
Credo Technology Group
Next Credo Technology Group earnings date
Q3 20263 Mar, 2026
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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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