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Jul 29, 2023

Credo Q1 2024 Earnings Report

Reported financial results for the first quarter of fiscal year 2024, ended July 29, 2023.

Key Takeaways

Credo Technology Group reported revenue of $35.1 million, an increase of 9% compared to the prior quarter. The company's GAAP gross margin was 59.2% and non-GAAP gross margin was 59.8%. GAAP net loss was $11.7 million and non-GAAP net loss was $4.7 million.

Revenue of $35.1 million, grew by 9% quarter over quarter

GAAP gross margin of 59.2% and non-GAAP gross margin of 59.8%

GAAP operating expenses of $35.2 million and non-GAAP operating expenses of $27.4 million

GAAP diluted net loss per share of $0.08 and non-GAAP diluted net loss per share of $0.03

Total Revenue
$35.1M
Previous year: $46.5M
-24.5%
EPS
-$0.03
Previous year: $0.03
-200.0%
Gross Margin
59.2%
Previous year: 59.5%
-0.5%
Non-GAAP Gross Margin
59.8%
Previous year: 60.5%
-1.2%
Gross Profit
$20.8M
Previous year: $27.7M
-24.8%
Cash and Equivalents
$127M
Previous year: $244M
-47.9%
Free Cash Flow
$19.3M
Total Assets
$396M
Previous year: $406M
-2.5%

Credo

Credo

Credo Revenue by Segment

Credo Revenue by Geographic Location

Forward Guidance

Credo expects revenue to be between $42.0 million and $44.0 million for the second quarter of fiscal year 2024. GAAP gross margin is expected to be between 57.8% and 59.8%, and non-GAAP gross margin is expected to be between 58.0% and 60.0%.

Positive Outlook

  • Revenue is expected to be between $42.0 million and $44.0 million
  • GAAP gross margin is expected to be between 57.8% and 59.8%
  • Non-GAAP gross margin is expected to be between 58.0% and 60.0%
  • GAAP operating expenses are expected to be between $35.0 million and $37.0 million
  • Non-GAAP operating expenses are expected to be between $27.0 million and $29.0 million

Revenue & Expenses

Visualization of income flow from segment revenue to net income