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Sean O'Loughlin

Vice President and Equity Research Analyst at TD Cowen

Sean O'Loughlin is a Vice President and Equity Research Analyst at TD Cowen, specializing in coverage of semiconductor and AI infrastructure companies. He covers firms such as Ambarella Inc. and Credo Technology Group, with a track record of rigorous research noted in industry earnings calls and sector reports. O'Loughlin began his professional career as a Research Associate before advancing to Vice President at TD Cowen in 2024, having previously worked at TD Securities (USA) LLC as well. He holds recognized credentials in equity research and has earned professional registrations appropriate for his role in the financial industry.

Sean O'Loughlin's questions to Credo Technology Group Holding (CRDO) leadership

Sean O'Loughlin's questions to Credo Technology Group Holding (CRDO) leadership • Q3 2025

Question

Sean O'Loughlin asked about the AEC opportunity in front-end networking and any product differences versus back-end solutions. He also sought clarification on whether a previously mentioned 'emerging hyperscaler' is now one of the three customers in volume production.

Answer

CEO William Brennan explained that front-end networks exist for both general compute and AI clusters, but AI is driving faster lane speeds (100-gig and 200-gig). He confirmed Credo's largest customer uses its AECs for both front-end and back-end connections. Brennan also clarified that the previously mentioned 'emerging' hyperscaler is now classified as a full hyperscaler due to its spending and is one of the three customers in volume production.

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