Good afternoon. Thank you for joining our earnings call for the 2026. Today, I'm 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...
And thanks, everyone, for joining our earnings call for the '26. I'll begin with an overview of our first quarter results and then discuss our forward outlook. After my comments, our Chief Financial Officer, Dan Fleming, will provide financial details for Q1...
Thank you, Bill, and good afternoon. I will first review our Q1 results and then discuss our outlook for 2026. In Q1, we reported revenue of $223.1 million, up 31% sequentially and up 274% year over year, and well above the high end of our guidance range. Our...
Thank you. At this time, I would like to remind everyone, in order to ask a question, press star and then the number one on your telephone keypad. To be able to take as many questions as possible, we ask that you please limit yourself to one and one follow-up....
Thank you. It sounds like you are seeing at least one of the two new hyperscalers adopting the AEC this year. Pull in orders relative to your previous outlook. Could you discuss whether all of these new developments across hyperscalers are adopting 100 gig per...
Yeah. Thanks, Karl. I'll confirm that the most recent ramps that we've seen have been at 100 gig per lane. And depending on the customer, we've got multiple programs in flight. Naturally, as we begin a relationship with a new customer, it always starts with a...