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    Matt Ramsey

    Managing Director and Senior Analyst at TD Cowen

    Matt Ramsay is a Managing Director and Senior Analyst at TD Cowen, specializing in semiconductor and AI hardware research with focus coverage on companies such as NVIDIA. He is consistently ranked among the top Wall Street analysts and placed #22 out of over 8,500 analysts on TipRanks, having delivered a 58.9% success rate and an average return of 27.72%, with nearly 80% of his price targets achieved and a 20.98% potential upside generated. Ramsay began his career well before joining TD Cowen, ascending through prior roles to become a recognized authority in the sector. He maintains professional credentials in equity research with active securities licenses and registration in accordance with FINRA requirements.

    Matt Ramsey's questions to Credo Technology Group Holding (CRDO) leadership

    Matt Ramsey's questions to Credo Technology Group Holding (CRDO) leadership • Q1 2025

    Question

    Speaking for Matt Ramsey, an analyst asked about Credo's direct engagement with hyperscalers on optical DSP solutions, beyond just the module manufacturers. He also sought clarification on the full-year outlook for IP license revenue after a soft Q1.

    Answer

    CEO William Brennan confirmed that direct engagement with hyperscalers is a core part of their strategy, describing it as a '3-party conversation' between Credo, the module maker, and the end customer. CFO Dan Fleming reiterated that the full-year IP revenue forecast remains within the 10% to 15% range, noting the Q1 shortfall was offset by strong product revenue.

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