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Jay Rakesh

Research Analyst at Stifel

Available public information does not clearly identify a Stifel analyst named Jay Rakesh with a verifiable track record, sector coverage, or professional licensing details, so a reliable, specific professional profile cannot be produced at this time. Without confirmed details on title, covered companies, or performance metrics from authoritative sources such as LinkedIn, regulatory databases, or recognized analyst-ranking platforms, any attempt to describe this individual’s specialization or results would be speculative. Similarly, no consistent career timeline, prior employers, or date of joining Stifel can be validated with the information currently accessible. Because of these gaps, it is not possible to accurately summarize this person’s credentials or achievements without risking incorrect or misleading statements.

Jay Rakesh's questions to Credo Technology Group Holding (CRDO) leadership

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.

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