Question · Q2 2026
Jay Rakesh asked about the expected timing for scale-up revenues, specifically if they would ramp in the second half of calendar 2026, and for Active LED Cables (ALCs) in calendar 2027. He also inquired about the longer-term gross margin profile as optical DSPs begin to ramp alongside AECs.
Answer
President and CEO Bill Brennan stated that Credo would enter the scale-up market with PCIe Gen 6 solutions (retimers and AECs simultaneously), with long-term migration to faster lane speeds like PCIe Gen 7 and 200 gig per lane, for which Credo aims to be protocol agnostic. He confirmed that all new products, including AECs and ALCs, would deliver solutions for scale-up. Regarding gross margins, Bill Brennan reiterated the long-term expectation of 63-65%, noting that while current margins are above this, they are expected to settle within that range over the longer term.
Ask follow-up questions
Fintool can predict 
CRDO's earnings beat/miss a week before the call