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Q1: 2025-09-03 Earnings Abstract
EPS of $0.52 beats by $0.16
| Income of $223.07M (273.57% Y/Y) beats by $32.45M
Credo Expertise Group Holding Ltd (NASDAQ:CRDO) Goldman Sachs Communacopia + Expertise Convention 2025 September 10, 2025 6:45 PM EDT
Firm Contributors
William Brennan – President, CEO & Chairman
Daniel Fleming – Chief Monetary Officer
Convention Name Contributors
James Schneider – Goldman Sachs Group, Inc., Analysis Division
Presentation
James Schneider
Senior Analysis Analyst
Good afternoon, everyone. Welcome to the Goldman Sachs Communacopia Expertise Convention. My title is Jim Schneider. I am a semiconductor analyst right here at Goldman Sachs, and it is my pleasure to welcome Credo. We’ve got — actually joyful to have CEO, Invoice Brennan; and CFO, Dan Fleming with us at present. Welcome, guys. Thanks for being right here.
William Brennan
President, CEO & Chairman
Thanks for having us.
Query-and-Reply Session
James Schneider
Goldman Sachs Group, Inc., Analysis Division
You sit in a extremely popular a part of the market proper now tied to AI infrastructure inside knowledge facilities particularly connectivity. So your phrases, what’s the mission and imaginative and prescient of the corporate? How has the journey been thus far? And what drawback is Credo attempting to unravel extra effectively and successfully for everyone else?
William Brennan
President, CEO & Chairman
Positive. So I have been with the corporate 12 years now. And after I joined the corporate, we had this imaginative and prescient that the information heart was going to be driving an exponential want for extra bandwidth. And it is taken a few years, nevertheless it’s on a brilliant accelerated tempo. So the mission has been fairly constant and it is breaking bandwidth obstacles by delivering extremely dependable and energy-efficient connectivity options. And so that is what we have been at for the previous decade for certain, and it is actually in hyperdrive proper now.
So connectivity, like throughout the AI house, all of us take into consideration GPUs nevertheless it’s connecting the GPUs, 10,000 or 100,000 or 1 million individuals are speaking about at very excessive
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