CRDO Credo Technology Group Holding Ltd

company

SEC Filings & Insider Trading Activity 2026

Risk Factors

• • Regulatory risk: Uncertain impact of the EU Artificial Intelligence Act effective Aug 2, 2024 imposing risk-based AI governance on generative AI technology
• • Geopolitical risk: Taiwan foundry dependence with heightened PRC-Taiwan tensions risks disrupting manufacturing capacity critical to semiconductor production
• • Operational risk: Sole foundry reliance on TSMC and assembly/test contractors like Amkor, with 9-12 months needed to qualify alternative suppliers
• • Competitive risk: Intense competition from Broadcom, Marvell, and Astera Labs with risk of losing design wins due to competitors’ superior resources
• • Financial risk: Revenue concentration with top 10 customers accounting for ~90%, exposing results to order cancellations or delays without long-term purchase commitments

Business Overview

• • Core business: High-speed copper and optical interconnect products leveraging proprietary SerDes and DSP tech for AI data infrastructure connectivity
• • New products: Introduced Bluebird 200G/lane DSP (3nm node), OmniConnect platform with Weaver memory fanout gearbox, microLED-based Active LED Cables (ALCs)
• • Strategic shift: Emphasis on AI-driven data center interconnect solutions with enhanced reliability (ZeroFlap optics), expanded portfolio addressing memory bandwidth bottlenecks
• • Notable metric: Revenue $1.3B in fiscal 2026, up nearly 3x from $436.8M in 2025; R&D spend increased to $279.4M from $146.9M YoY; 616 engineers as of May 2, 2026
• • Unique fact: First to deliver 800G DSP for linear receive optics and pioneered the ZeroFlap system approach addressing AI cluster link flaps with telemetry and remote management

Management Discussion & Analysis

• • Revenue $1.335B, up 205.7% YoY from $436.8M, driven by AEC product volume shipments at hyperscale data centers
• • Gross margin 68.0% vs 64.8%, operating margin 33.3% vs 8.5%, net income margin 35.4% vs 11.9% fiscal 2026 and 2025 respectively
• • Best segment: AEC products contributing over 99% of revenue increase, no specific worst segment disclosed
• • Operating cash flow $464.3M vs $65.1M; capital expenditures $57.3M; acquisitions $112.9M; financing raised $736.3M via ATM offering
• • Management expects ongoing R&D investments and expanding customer base, raising potential risks from revenue concentration and capital needs

Risk Factors

• • No material changes in risk factors from fiscal 2025 10-K for business, financial condition, operations, or share price
• • New Rule 10b5-1 Trading Plan for COO Yat Tung Lam allows sale of up to 386,059 shares from March 16 to September 30, 2026
• • New Rule 10b5-1 Trading Plan for CFO Daniel Fleming initiated January 12, 2026 authorizes sale of 130,000 shares April 13, 2026 to March 31, 2027
• • No updated regulatory or compliance risks disclosed beyond Sarbanes-Oxley certifications filed with this report
• • No financial risks such as liquidity, debt maturity, currency, or concentration changed or newly disclosed this quarter

What are the latest CRDO SEC filings in 2026?

Credo Technology Group Holding Ltd (CRDO) has filed a 10-K annual report on June 15, 2026, a 10-Q quarterly report on March 3, 2026, an 8-K current report on June 1, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did CRDO file its most recent 10-K annual report?

Credo Technology Group Holding Ltd (CRDO) filed its most recent 10-K annual report on June 15, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view CRDO 10-Q quarterly reports?

Credo Technology Group Holding Ltd (CRDO)'s most recent 10-Q quarterly report was filed on March 3, 2026. SignalX displays every CRDO 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has CRDO filed recently?

Credo Technology Group Holding Ltd (CRDO)'s most recent 8-K was filed on June 1, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find CRDO insider trading activity (Form 4)?

SignalX aggregates every CRDO Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does CRDO file with the SEC?

Credo Technology Group Holding Ltd (CRDO) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new CRDO filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Credo Technology Group Holding Ltd (CRDO).

What is CRDO's SEC CIK number?

Credo Technology Group Holding Ltd (CRDO)'s SEC CIK (Central Index Key) number is 1807794. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1807794 to look up all CRDO filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find CRDO return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Credo Technology Group Holding Ltd (CRDO) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.