Credo Technology Group Holding (CRDO) Q1 FY27 earnings call

Credo delivered a record Q1 FY27, driven by robust demand in AI infrastructure and significant expansion in its optical business, which is now a major growth engine alongside its established AECs. The company continues to leverage its system-level approach to connectivity, focusing on reliability and power efficiency across a broadening portfolio from copper to advanced optical solutions. Management expressed confidence in continued outsized growth for FY27 and beyond, underpinned by strong customer engagements and new product ramps.