NASDAQ$CRDO

Credo Technology Group Holding Ltd · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Reported financial results for the first quarter of fiscal year 2024, ended July 29, 2023.

Credo Technology Group reported revenue of $35.1 million, an increase of 9% compared to the prior quarter. The company's GAAP gross margin was 59.2% and non-GAAP gross margin was 59.8%. GAAP net loss was $11.7 million and non-GAAP net loss was $4.7 million.

  • Revenue of $35.1 million, grew by 9% quarter over quarter
  • GAAP gross margin of 59.2% and non-GAAP gross margin of 59.8%
  • GAAP operating expenses of $35.2 million and non-GAAP operating expenses of $27.4 million
  • GAAP diluted net loss per share of $0.08 and non-GAAP diluted net loss per share of $0.03

Headline financials

Total Revenue

$35.1M

Previous: $46.5M-24.5%
EPS (adj)

-$0.03

Previous: $0.03-200.0%
GAAP Gross Margin

59.2%

Previous: 59.5%-0.5%
Non-GAAP Gross Margin

59.8%

Previous: 60.5%-1.2%
Capital Expenditures

-$5.31M

Previous: -$5.26M-1.0%
Free Cash Flow

$19.3M

Previous: -$17.5M+210.4%
Net Income

-$11.7M

Previous: -$73K-15923.3%
Operating Income

-$14.4M

Previous: -$218K-6501.4%
Gross Profit

$20.8M

Previous: $27.7M-24.8%
Cash & Equivalents

$127M

Previous: $244M-47.9%
Total Assets

$396M

Previous: $406M-2.5%
Stock-Based Comp

$7.97M

No prior period

Revenue & EPS history

Credo · Revenue · Quarterly

$35.1M

Q1 2024-24.5%vs Q1 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

Credo expects revenue to be between $42.0 million and $44.0 million for the second quarter of fiscal year 2024. GAAP gross margin is expected to be between 57.8% and 59.8%, and non-GAAP gross margin is expected to be between 58.0% and 60.0%.

Tailwinds

  • Revenue is expected to be between $42.0 million and $44.0 million
  • GAAP gross margin is expected to be between 57.8% and 59.8%
  • Non-GAAP gross margin is expected to be between 58.0% and 60.0%
  • GAAP operating expenses are expected to be between $35.0 million and $37.0 million
  • Non-GAAP operating expenses are expected to be between $27.0 million and $29.0 million

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 17 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+3.8%

Avg return

Earnings day

+1.5%

Avg return

5 days after

+0.1%

Avg return

30 days after

43%

9 / 21 earnings

Positive

+44.4%

Q2 2025

Best reaction

-15.7%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-2.4%-3.8%-11.2%
Q2 2026+8.7%+2.9%-15.9%
Q1 2026+7.3%+19.4%+15.3%
Q4 2025+14.7%+16.5%+49.4%
Q3 2025-14.0%-27.4%-38.7%
Q2 2025+44.4%+51.6%+37.3%
Q1 2025-15.7%-23.3%+3.0%
Q4 2024+23.9%+21.5%+54.1%
Q3 2024-0.6%+0.7%-5.0%
Q2 2024-3.3%+3.6%+5.1%
Q1 2024-2.6%-1.5%-7.5%
Q4 2023+20.9%+16.8%+26.8%
Q3 2023-3.3%-4.3%-11.2%
Q2 2023+4.4%+6.9%-4.2%
Q1 2023-8.5%-9.0%-22.4%
Q2 2022-7.2%-12.4%-12.8%
Q4 2022+26.5%+24.5%+10.4%
Q3 2021-5.7%-13.0%-18.2%
Q1 2022-5.7%-13.0%-18.2%
Q4 2021-5.7%-13.0%-18.2%
Q3 2022+2.7%-13.1%-14.6%
Q2 2021
Q1 2021

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