Credo Technology Group Holding Ltd · CRDO · Next earnings

Credo Technology Group Holding Ltd reports Wednesday, Dec 2, 2026

CRDO reports after market close with consensus EPS at $1.29 and revenue at $531.8M. Last quarter: Credo posts record Q1 FY27 revenue as optics drive growth

Reports After market close28 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $1.29 Calendar consensus
Consensus revenue $531.8M Calendar consensus
Report date Dec 2, 2026 Wednesday, date estimated
Session After market close 28 days away

Where CRDO left off: FY2027 Q1

Full report

Credo posts record Q1 FY27 revenue as optics drive growth

EPS surprise +2.6% Reported $1.20 vs $1.17
Revenue surprise +1.2% Reported $479.0M vs $473.3M
Stock move -20.0% Event window
Subsequent drift +6.5% Up to 20 sessions

Maintained; management reaffirmed confidence in FY27 guidance.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Supply-chain constraints and higher foundry prices could pressure scaling.
  • Reliance on a few hyperscaler customers leaves revenue concentration elevated.
  • Rapid technology transitions require sustained R&D investment.
  • The Dust Photonics acquisition may create working-capital pressure.

Questions analysts left open

  • Optical revenue mix and the timing of component versus system-level sales remain important to monitor.
  • Customer concentration is high, with the top three customers representing 73% of revenue.
  • Scaling zero-flap optics and the timing of 1.6T, 3.2T and AEC adoption could affect the growth trajectory.

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Recent CRDO quarters

All CRDO earnings
-20.0%FY2027 Q1+1.3%FY2026 Q4-14.8%FY2026 Q3+10.1%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2027 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.