NASDAQ$CRDO

Credo Technology Group Holding Ltd · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Credo Technology reported Q3 2025 revenue of $53.1M, net income of $17.9M.

For Q3 2025, Credo Technology reported Revenue was $53.1M, net income was $17.9M. Management discusses segment trends, liquidity, and outlook in the quarterly filing.

  • Revenue $53.1M for Q3 2025.
  • Net income $17.9M.
  • MD&A highlights operating priorities, liquidity, and sector risks.

Headline financials

Total Revenue

$135M

Previous: $53.1M+154.4%
EPS (adj)

$0.25

Previous: $0.00
GAAP Gross Margin

63.6%

Previous: 61.4%+3.6%
Non-GAAP Gross Margin

63.8%

Previous: 62.2%+2.6%
Non-GAAP Operating Income

$42.4M

No prior period
Capital Expenditures

-$32.4M

Previous: -$12.5M-160.1%
Net Income

$29.4M

Previous: $428K+6759.8%
Operating Income

$26.2M

Previous: -$5.91M+543.1%
Gross Profit

$85.9M

Previous: $32.6M+163.9%

Revenue & EPS history

Credo · Revenue · Quarterly

$135M

Q3 2025+154.4%vs Q3 2024
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

SaaS and platform outlook centers on ARR, subscription mix, and operating leverage.

Tailwinds

  • Recurring revenue and expansion in key platforms.
  • Margin improvement and cash-flow generation initiatives.

Headwinds

  • Competition and macro IT spending cycles.
  • Stock-based compensation and investment spend.

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 Q3 2025

Historical avgQ3 2025

+4.1%

Avg return

Earnings day

+1.4%

Avg return

5 days after

+0.1%

Avg return

30 days after

45%

10 / 22 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
Q4 2026+11.1%+1.3%
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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