Bill Brennan
President and CEO
Replay available
Credo Technology Group Holding Ltd (CRDO) Q2 2026 Earnings Call
Credo Technology Group Holding Ltd (NASDAQ: CRDO) Q2 2026 earnings conference call, held 2025-12-01. Replay captured from the company's public earnings webcast.
Hosted by
Featured presenters
Dan Fleming
CFO
Tom O'Malley
Analyst, Barclays
Tor Svonberg
Analyst, Stiefel
Vivek Arya
Analyst, Bank of America
Quinn Bolton
Analyst, Needham & Company
Suji Da Silva
Analyst, Roth Capital Partners
Jay Rakesh
Analyst, Mizuho
Investor webinar replay
Watch the replay and follow the connected company analysis, news, and investor updates for Credo Technology Group Holding Ltd.
Replay transcript excerpt
WEBVTT 00:00:00.031 -- 00:00:05.159 leading pilot, debug, and telemetry platform has allowed us to forge 00:00:05.159 -- 00:00:08.422 deep strategic partnerships. 00:00:08.886 -- 00:00:12.131 Let me now walk through our business in detail, 00:00:12.131 -- 00:00:15.256 starting with our active electrical cables. 00:00:15.256 -- 00:00:20.702 The AEC product line remains the fastest-growing segment in the company. 00:01:29.468 -- 00:01:33.553 This step function improvement in reliability and power efficiency 00:01:33.553 -- 00:01:38.560 that's driving the expansion of the AEC TAM into 100 gig and now 200 gig per 00:01:38.560 -- 00:01:40.362 lane generations. 00:01:40.362 -- 00:01:45.649 And we expect that trend to continue as customers densify racks and push cluster scale 00:01:45.649 -- 00:01:47.949 to new levels. 00:01:48.492 -- 00:01:54.020 Next, our IC business, which includes retimers and optical DSPs, 00:01:54.020 -- 00:01:57.076 also continued with strong performance. 00:01:57.076 -- 00:02:02.421 We expect significant optical DSP growth in fiscal 26, driven by 50 00:02:02.421 -- 00:02:05.485 gig and 100 gig per lane deployments, 00:02:05.485 -- 00:02:10.149 with longer-term growth driven by our 200 gig per lane solutions. 00:02:10.149 -- 00:02:15.755 Live demonstrations last quarter of our 200 gig per lane Bluebird optical DSP 00:02:15.755 -- 00:02:20.600 drew significant interest and extremely positive feedback. 00:02:20.600 -- 00:02:25.714 Ethernet re-timers remain important in both traditional switching fabrics and the 00:02:25.714 -- 00:02:31.058 fast-growing AI server segment, where features like MACSEC encryption, 00:02:31.058 -- 00:02:37.522 Gearbox functionality, and rich software programmability are highly valued. 00:02:37.544 -- 00:02:43.009 Our PCIe re...