•
Jan 31, 2022

Credo Q3 2022 Earnings Report

Reported strong Q3 fiscal year, achieving record quarterly revenue and completing its Initial Public Offering.

Key Takeaways

Credo Technology Group Holding Ltd reported a strong fiscal third quarter with record quarterly revenue of $31.8 million, a 136% increase year-over-year. The company's GAAP gross margin was 60.1%, and non-GAAP gross margin was 60.7%. Credo also completed its Initial Public Offering during the quarter.

Revenue of $31.8 million, grew by 136% year on year

GAAP gross margin of 60.1% and non-GAAP gross margin of 60.7%

GAAP net loss of $0.1 million and non-GAAP net income of $2.4 million

Ending Cash Balance of $240.5 million

Total Revenue
$31.8M
Previous year: $38.9M
-18.4%
EPS
$0.03
Previous year: -$0.35
-108.6%
GAAP gross margin
60.1%
Non-GAAP gross margin
60.7%
Gross Profit
$19.1M
Previous year: $8.07M
+136.8%
Cash and Equivalents
$241M
Previous year: $115M
+109.9%
Total Assets
$334M

Credo

Credo

Credo Revenue by Segment

Credo Revenue by Geographic Location

Forward Guidance

Revenue is expected to be between $37 million to $41 million, up 97% year over year at the midpoint. GAAP gross margin to be between 58.5%-60.5% and non-GAAP gross margin to be between 59.0%-61.0%. GAAP operating expenses to be between $26 million to $28 million and non-GAAP operating expenses to be between $21 million to $23 million.

Positive Outlook

  • Revenue is expected to be between $37 million to $41 million
  • Revenue is expected to be up 97% year over year at the midpoint
  • GAAP gross margin to be between 58.5%-60.5%
  • Non-GAAP gross margin to be between 59.0%-61.0%

Challenges Ahead

  • GAAP operating expenses to be between $26 million to $28 million
  • Non-GAAP operating expenses to be between $21 million to $23 million

Revenue & Expenses

Visualization of income flow from segment revenue to net income