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Credo Expects Revenues to Top $800M in FY26: Is the Growth Sustainable? [Yahoo! Finance]
Last broadcom inc. earnings: 3/12 04:15 pm
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US:NASDAQ Investor Relations: investors.broadcom.com
Fiscal 2025 revenues rose 126% year over year amid exponential data growth and rapid AI proliferation, which is driving demand for faster and energy-efficient connectivity solutions. This bodes well for Credo. One of Credo's key strengths lies in its Active Electrical Cables (“AEC”) product line, which posted double-digit sequential growth in the fiscal fourth quarter. The growth is driven by its increasing adoption in the data center market. The demand for AECs is increasing as ZeroFlap AECs offer more than 100 times improved reliability than laser-based optical solutions. Moreover, Credo's system-level approach is giving it a competitive edge. It owns the entire stack of SerDes IP, Retimer ICs, system-level design, qualification and production. This integrated approach allows faster innovation cycles and strong cost efficiency. With demonstration of PCIe Gen6 AECs and increasing hyperscaler interest, this product line is expected to remain a growth engine going ahead. Momentum
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