Credo Technology Group Holding Ltd (CRDO) Q4 2026 Earnings Call Transcript

2026-06-02 00:22

Credo Technology Group Holding Ltd (CRDO) Q4 2026 Earnings Call June 1, 2026 5:00 PM EDT

Company Participants

Daniel O’Neil – VP of Investor Relations & Treasurer
William Brennan – President, CEO & Chairman
Daniel Fleming – Chief Financial Officer

Conference Call Participants

Thomas O’Malley – Barclays Bank PLC, Research Division
Tore Svanberg – Stifel, Nicolaus & Company, Incorporated, Research Division
Joseph Cardoso – JPMorgan Chase & Co, Research Division
Sean O’Loughlin – TD Cowen, Research Division
Quinn Bolton – Needham & Company, LLC, Research Division
Karl Ackerman – BNP Paribas, Research Division
Sebastien Cyrus Naji – William Blair & Company L.L.C., Research Division
Sujeeva De Silva – ROTH Capital Partners, LLC, Research Division
Blayne Curtis – Jefferies LLC, Research Division
Vijay Rakesh – Mizuho Securities USA LLC, Research Division
Janco Venter – Arete Research Services LLP
James Schneider – Goldman Sachs Group, Inc., Research Division

Presentation

Operator

Ladies and gentlemen, thank you for standing by. [Operator Instructions] I would now like to turn the conference over to Dan O’Neil. Please go ahead, sir.

Daniel O’Neil
VP of Investor Relations & Treasurer

Good afternoon. Thank you all for joining our Fourth Quarter Fiscal 2026 Earnings Call. Today, I am joined by Bill Brennan, Credo’s Chief Executive Officer; and Dan Fleming, Credo’s Chief Financial Officer.

During this call, we will make certain forward-looking statements. These forward-looking statements are subject to risks and uncertainties discussed in detail in our documents filed with the SEC. These documents can be found in the Investor Relations portion of the company’s website. It is not possible for the company’s management to predict all risks nor can the company assess the impact of all factors on its business or the extent to which any factor or combination of factors may cause actual results to differ materially from those contained in any forward-looking statement.

Given these risks, uncertainties and assumptions, the

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