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Christopher Roland

Managing Director and Senior Equity Analyst at Susquehanna

Christopher Rolland is a Managing Director and Senior Equity Analyst at Susquehanna International Group, specializing in technology sector research with a focus on semiconductors and hardware. He has covered major companies such as Broadcom, Nvidia, and other leading semiconductor firms, consistently delivering high-impact investment calls and maintaining a strong track record recognized by industry platforms. Rolland began his career in equity research in the early 2000s, previously working at firms including Needham & Company and Piper Jaffray before joining Susquehanna, where he has built a reputation for accurate earnings forecasts and deep sector expertise. He holds FINRA Series 7 and Series 63 securities licenses, underscoring his professional credentials in financial analysis and investment research.

Christopher Roland's questions to Credo Technology Group Holding (CRDO) leadership

Question · Q2 2026

Christopher Roland asked for commentary on the growth rate for the next fiscal year, specifically if it would decelerate from the current 170%+ year-over-year growth, and how it might compare to street expectations. He also inquired about the significant guided bump in Q3 operating expenses (OPEX), whether it's due to engineers, one-time factors, or setting a new base, and future OPEX growth as a percentage of revenue.

Answer

CFO Dan Fleming reiterated the expectation of mid-single digits sequential revenue growth through fiscal 2027, consistent with prior guidance, noting past outperformance. For OPEX, Dan Fleming explained that the Q3 guide, up 22% at the midpoint, supports anticipated revenue growth and long gestation periods for new product pillars, making up for a sequential R&D decline in Q2. He confirmed that the $70 million midpoint sets a new base, incorporating project-related spend and additional hiring (including the Hyperloom team), projecting approximately 50% year-over-year OPEX growth from fiscal 2025 to fiscal 2026.

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