Credo expects an optical revenue inflection
Management’s outlook indicates that optical products are shifting from an emerging contributor to a major growth engine in AI connectivity. The read-through is positive for vendors exposed to optical content, while the call does not support broader ticker inclusion without a clear product link.
As we move forward through fiscal year 2027, we continue to expect an inflection in the second half, driven by more than $600 million in optical revenue with ZeroFlap Optics, silicon photonics, PICs, and optical DSPs, each contributing more than $100 million, resulting in more than 85% year-over-year total revenue growth for the full year.
Who it touches
- CRDObullish
Management expects more than $600 million of optical revenue in fiscal 2027, with multiple optical product lines each contributing more than $100 million.
- COHRbullish
The forecast reflects strong industry demand for optical DSP, PIC, and transceiver content tied to AI infrastructure.
- LITEbullish
More than $600 million of planned optical revenue indicates continued scaling of high-speed optical deployments.
About this signal
- Company
- Credo Technology Group Holding Ltd
- Category
- guidance
- Call
- Q1 fiscal 2027