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Credo Technology — 2026Q3 財報

公布於 2026-09-01

每股盈餘 $1.20,預期 $1.17 — 優於預期

次一交易日 -20.0%(收盤 2026-09-01 → 2026-09-02)

财务桑基图

本期暂无通过核验的财务流量数据。

來源

新聞稿 ↗

綜述

Credo's first quarter of fiscal 2027, ended 1 August 2026, was a growth quarter on every stated line: revenue of $479.0 million was up 114.7% year over year, and non-GAAP net income grew faster still. The guidance is where the quarter reads differently — Q2 revenue is guided to $525-535 million, another sequential step up, while non-GAAP gross margin is guided to 67.0-69.0%, a band whose midpoint of 68.0% is exactly the margin just delivered. Growth is being guided without margin expansion. This summary reads the company's own results release; no call transcript was verified for this quarter, so nothing here is attributed to management commentary beyond the quoted release.

評述

來自財報

Revenue more than doubled year over year and both EPS lines beat, but the Q2 gross-margin guide brackets the quarter just reported rather than moving above it.

  • “Revenue of $479.0 million, grew by 9.6% quarter over quarter and 114.7% year over year”

    Revenue of $479.0 million, up 114.7% year over year and 9.6% sequentially.

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  • “GAAP gross margin of 64.5% and non-GAAP gross margin of 68.0%”

    Gross margin was 64.5% on a GAAP basis and 68.0% non-GAAP.

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  • “GAAP diluted net income per share of $0.67 and non-GAAP diluted net income per share of $1.20”

    Diluted EPS was $0.67 GAAP and $1.20 non-GAAP.

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  • “GAAP net income of $129.4 million and non-GAAP net income of $236.3 million”

    Net income was $129.4 million GAAP and $236.3 million non-GAAP.

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  • “Revenue is expected to be between $525 million and $535 million”

    Q2 revenue is guided to $525-535 million, a further sequential increase.

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  • “non-GAAP gross margin is expected to be between 67.0% and 69.0%”

    Q2 non-GAAP gross margin is guided to 67.0-69.0% — a band centred on the 68.0% just reported, not above it.

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  • “Ending cash and short-term investment balance of $764.3 million”

    The quarter ended with $764.3 million in cash and short-term investments.

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