secwatch.observer — SEC 8-K summary
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Issuer:     Credo Technology Group Holding Ltd (CRDO)
CIK:        0001807794
Form:       8-K
Filed at:   2026-03-02T23:59:59+00:00
Accession:  0001628280-26-013205
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Credo Q3 FY2026 revenue $407M, up 201.5% YoY; net income $157.1M
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- Revenue of $407.0M (+51.9% QoQ, +201.5% YoY); GAAP diluted EPS $0.82, non-GAAP $1.07.
- GAAP gross margin 68.5%; non-GAAP 68.6%; operating expenses $129.2M GAAP, $77.4M non-GAAP.
- Ending cash and short-term investments $1.3B; record results driven by AEC and IC growth.
- Q4 FY2026 guidance: revenue $425-435M, non-GAAP gross margin 64-66%, non-GAAP op ex $76-80M.
- CEO cites three new multi-billion $ TAM expansions: ZeroFlap optics, ALCs, OmniConnect.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1807794/000162828026013205/0001628280-26-013205-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1807794/000162828026013205/crdo-20260302.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-013205

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer