Credo Technology Group Holding Ltd (CRDO) Q2 2025 Earnings Call Transcript Summary
Credo Technology Group Holding Ltd (CRDO) Q2 2025 Earnings Call Transcript Summary
Non-GAAP operating income in Q2 was $8.3 million, showing significant growth from $2.2 million in Q1.The following is a summary of the Credo Technology Group Holding Ltd (CRDO) Q2 2025 Earnings Call Transcript:
以下是Credo Technology Group Holding Ltd (CRDO) 2025年第二季度业绩会交流摘要：
Financial Performance:
财务表现：
Credo reported Q2 revenue of $72 million, representing a 21% sequential and 64% year-over-year increase.
Non-GAAP gross margin for Q2 was 63.6%.
Non-GAAP operating income in Q2 was $8.3 million, showing significant growth from $2.2 million in Q1.
Non-GAAP net income was $12.3 million in Q2 compared to $7 million in Q1.
Credo报告第二季度营业收入为$7200万，环比增长21%，同比增长64%。
第二季度的非GAAP毛利率为63.6%。
第二季度的非GAAP营业收入为$830万，较第一季度的$220万显著增长。
第二季度的非GAAP净利润为$1230万，而第一季度为$700万。
Business Progress:
业务进展：
Credo introduced new 800-gig ZeroFlaps AECs for AI back-end networks and completed the tape-out of 3-nanometer 200-gig per lane designs.
Demonstrated a broad range of current and next-generation connectivity solutions across several industry conferences.
Anticipate continued growth beyond fiscal year 2025 with sustained customer relationships and product developments.
Credo推出了新的800G ZeroFlaps AECs用于人工智能后端网络，并完成了3纳米、每通200G的通道设计的曝光。
在几个行业会议上展示了当前和下一代连接解决方案的广泛范围。
预计在2025财政年度之后继续增长，保持客户关系和产品开发不断发展。
Opportunities:
机会：
Demand for AI-driven high speed, power efficient, and reliable connectivity is increasing, fueling growth in AECs.
Credo's next-generation connectivity solutions, including the expansion in PCIe products, are expected to meet rising market demands.
需求推动AI驱动的高速、功耗高效和可靠连接的增长，推动AEC发展。
Credo的下一代连接解决方案，包括PCIe产品的扩展，预计能满足不断增长的市场需求。
Risks:
风险：
No explicit risks detected.
没有发现任何明确风险。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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译文内容由第三方软件翻译。
