Tonight we get to see if $CRDO is still on track to meet its more than 80% year over year total revenue growth for the May 2027 fiscal year end. Sales are currently growing 6% to 9% a quarter and that pace doesn't get them near 80%. The second half of the fiscal year has to be much bigger and they say it's their optical products that will do that. They expect those optical products to bring in over $600M and make up about half of the growth for the year. Copper cable sales make up the other half. Credo has beaten expectations the last four quarters but that has not stopped the stock from selling off. March was a double beat and still -15% after they guided growth lower. June was another beat and it barely held. So the quarter itself won't move the stock much. What will is whether the second half still looks the way they laid it out in June. Will the market be satisfied that Credo is still on track?
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