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Jan 28, 2023

Credo Q3 2023 Earnings Report

Reported financial results for the third quarter of fiscal year 2023, ended January 28, 2023.

Key Takeaways

Credo Technology Group reported revenue of $54.3 million, a 6% increase quarter over quarter. GAAP gross margin was 58.9% and non-GAAP gross margin was 59.3%. GAAP net income was $2.8 million, with a GAAP diluted net income per share of $0.02. The company's cash and short-term investment balance ended at $233.0 million.

Revenue of $54.3 million, grew by 6% quarter over quarter

GAAP gross margin of 58.9% and non-GAAP gross margin of 59.3%

GAAP net income of $2.8 million and non-GAAP net income of $7.5 million

GAAP diluted net income per share of $0.02 and non-GAAP diluted net income per share of $0.05

Total Revenue
$54.3M
Previous year: $31.8M
+70.7%
EPS
$0.05
Previous year: $0.03
+66.7%
GAAP gross margin
58.9%
Previous year: 60.1%
-2.0%
Non-GAAP gross margin
59.3%
Previous year: 60.7%
-2.3%
Gross Profit
$32M
Previous year: $19.1M
+67.4%
Cash and Equivalents
$124M
Previous year: $241M
-48.5%
Free Cash Flow
-$9.2M
Total Assets
$417M
Previous year: $334M
+24.8%

Credo

Credo

Credo Revenue by Segment

Credo Revenue by Geographic Location

Forward Guidance

Revenue is expected to be between $30.0 million and $32.0 million. GAAP gross margin is expected to be between 55.8%-57.8% and non-GAAP gross margin is expected to be between 56.0%-58.0%. GAAP operating expenses are expected to be between $32.8 million and $34.8 million; and non-GAAP operating expenses are expected to be between $26.0 million and $28.0 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income