NASDAQ$CRDO

Credo Technology Group Holding Ltd · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

Credo reported strong growth and profitability in Q1 FY2026, driven by hyperscaler demand and connectivity solutions.

Credo Technology Group posted significant year-over-year and sequential growth in Q1 FY2026, with record revenues, robust margins, and positive net income fueled by strategic partnerships and product demand.

  • Revenue rose to $223.1M, up significantly year-over-year.
  • GAAP Net Income reached $63.4M, reversing last year’s Q1 loss.
  • Non-GAAP EPS climbed to $0.52, highlighting strong profitability.
  • Growth attributed to hyperscaler demand and energy-efficient connectivity.

Headline financials

Total Revenue

$223M

Previous: $59.7M+273.6%
EPS (adj)

$0.52

Previous: -$0.06+966.7%
Capital Expenditures

-$2.82M

Previous: -$5.86M+51.9%
Free Cash Flow

$51.3M

Previous: -$13.1M+492.0%
Net Income

$63.4M

Previous: -$9.54M+764.6%
Operating Income

$60.7M

Previous: -$14.5M+520.3%
Gross Profit

$150M

Previous: $37.3M+303.3%

Revenue & EPS history

Credo · Revenue · Quarterly

$223M

Q1 2026+273.6%vs Q1 2025
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

Credo expects continued revenue growth and margin stability in Q2 FY2026, supported by diversified customer demand and product expansion.

Tailwinds

  • Revenue projected between $230M and $240M.
  • Non-GAAP gross margin expected between 64.0% and 66.0%.
  • Strong customer diversification expected.
  • Product and protocol expansion continues.
  • Hyperscaler demand anticipated to remain strong.

Headwinds

  • GAAP operating expenses expected to rise to $96M–$98M.
  • Gross margin may decrease slightly from Q1 levels.
  • Market fluctuations could impact demand.
  • Tax adjustments and share-based comp continue to affect GAAP results.
  • No detailed geographic revenue breakdown provided for future quarters.

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 2026

Historical avgQ1 2026

+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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