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Credo Technology reports Q1 FY27 revenue up 115% year-on-year to $479m

Credo Technology, a provider of high-speed interconnects for AI data centres, announced its Q1 FY27 results, with revenue reaching $479 million and adjusted EPS at $1.20. Despite strong growth, the company's stock experienced a significant drop.

  • Credo Technology's Q1 FY27 revenue was $479 million, marking a 115% increase year-on-year.
  • Adjusted EPS for Q1 FY27 stood at $1.20, with gross margins holding at 68%.
  • The company projects revenue of up to $535 million for the next quarter.

Credo Technology, a company specialising in high-speed interconnects for AI data centres, has reported its Q1 FY27 financial results. The company's revenue reached $479 million, representing a 115% increase compared to the previous year. Adjusted earnings per share (EPS) for the quarter were $1.20, and gross margins remained at 68%.

Despite these strong results, Credo Technology's stock saw a decline. Shares fell 8.65% during the regular trading session, closing at $206.63, and then dropped an additional 10.12% after hours to $185.72.

The company's forward guidance projects revenue of up to $535 million for the next quarter, indicating an ongoing ramp-up in its optical transition, partly driven by the DustPhotonics acquisition. Credo's top four hyperscaler clients currently account for 84% of its revenue, with the largest client contributing 33% and the second largest 28% as of Q1 FY27.

Why this matters: Credo Technology's performance and stock volatility highlight the market's high expectations and sensitivity to results within the AI infrastructure sector, even for companies demonstrating significant growth.

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