Credo Technology Group Holding Ltd (CRDO) Q2 2025 Earnings Call Transcript Summary
Credo Technology Group Holding Ltd (CRDO) Q2 2025 Earnings Call Transcript Summary
Non-GAAP operating income in Q2 was $8.3 million, showing significant growth from $2.2 million in Q1.The following is a summary of the Credo Technology Group Holding Ltd (CRDO) Q2 2025 Earnings Call Transcript:
以下是Credo Technology Group Holding Ltd (CRDO) 2025年第二季度業績會交流摘要：
Financial Performance:
財務表現：
Credo reported Q2 revenue of $72 million, representing a 21% sequential and 64% year-over-year increase.
Non-GAAP gross margin for Q2 was 63.6%.
Non-GAAP operating income in Q2 was $8.3 million, showing significant growth from $2.2 million in Q1.
Non-GAAP net income was $12.3 million in Q2 compared to $7 million in Q1.
Credo報告第二季度營業收入爲$7200萬，環比增長21%，同比增長64%。
第二季度的非GAAP毛利率爲63.6%。
第二季度的非GAAP營業收入爲$830萬，較第一季度的$220萬顯著增長。
第二季度的非GAAP淨利潤爲$1230萬，而第一季度爲$700萬。
Business Progress:
業務進展：
Credo introduced new 800-gig ZeroFlaps AECs for AI back-end networks and completed the tape-out of 3-nanometer 200-gig per lane designs.
Demonstrated a broad range of current and next-generation connectivity solutions across several industry conferences.
Anticipate continued growth beyond fiscal year 2025 with sustained customer relationships and product developments.
Credo推出了新的800G ZeroFlaps AECs用於人工智能後端網絡，並完成了3納米、每通200G的通道設計的曝光。
在幾個行業會議上展示了當前和下一代連接解決方案的廣泛範圍。
預計在2025財政年度之後繼續增長，保持客戶關係和產品開發不斷髮展。
Opportunities:
機會：
Demand for AI-driven high speed, power efficient, and reliable connectivity is increasing, fueling growth in AECs.
Credo's next-generation connectivity solutions, including the expansion in PCIe products, are expected to meet rising market demands.
需求推動AI驅動的高速、功耗高效和可靠連接的增長，推動AEC發展。
Credo的下一代連接解決方案，包括PCIe產品的擴展，預計能滿足不斷增長的市場需求。
Risks:
風險：
No explicit risks detected.
沒有發現任何明確風險。
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：本文由人工智能生成。內容準確性無法完全保證。如需更全面詳情，請參閱IR網站。本文僅供投資者參考，不具有任何指導或推薦建議。
