Credo Technology Group Holding Ltd
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report3 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
−20.04%
vs ±13.8% implied · ×1.46
shaded = implied · ▲▼ = realized
Credo Technology has 7 disclosed suppliers and 8 disclosed customers in SEC filings.
Credo Technology Group Holding Ltd
150.82
NoteLess than 10% of total revenue
| Year Ended | ||
|---|---|---|
| May 2, 2026 | May 3, 2025 | |
| Customer D | 33% | 63% |
basisCRDO FY2026 revenue $1.3B
CRDO 10-Kaccession 0001628280-26-043303
NoteLess than 10% of total revenue
| Year Ended | ||
|---|---|---|
| May 2, 2026 | May 3, 2025 | |
| Customer B | 32% | * |
basisCRDO FY2026 revenue $1.3B
CRDO 10-Kaccession 0001628280-26-043303
Sentence• Package, Assembly and Testing : Upon the completion of processing at the foundry, we use third-party contractors for packaging, assembly and testing, including Amkor Technology Inc. (Amkor) and Advanced Semiconductor Engineering, Inc. (ASE) for packaging our IC products, King Yuan Electronics Company (KYEC) and Sigurd Microelectronics Corp. (Sigurd) for testing our IC products and BizLink Technology, Inc. (BizLink) for manufacturing our AEC products.
SentenceExcept for our agreement with BizLink for the manufacture of certain AEC products, we do not maintain long-term supply contracts with TSMC or generally with any of our third-party contract manufacturers or other suppliers.
CRDO 10-Kaccession 0001628280-25-033813
SentenceKing Yuan Electronics Company (KYEC) and Sigurd Microelectronics Corp. (Sigurd) for testing our IC products
CRDO 10-Kaccession 0001628280-26-043303
SentenceWe also use third-party contract manufacturers for a significant majority of our assembly and test operations, including Amkor, ASE, KYEC and Sigurd for our IC products, and BizLink for our AEC products.
CRDO 10-Kaccession 0001628280-26-043303
SentenceWe also use third-party contract manufacturers for a significant majority of our assembly and test operations, including Amkor, ASE, KYEC and TeraPower for our IC products, and BizLink for our AEC products.
CRDO 10-Kaccession 0001628280-25-033813
SentenceAs a supplement to our financial statement footnote disclosure, and to provide further insight into our end customer concentration, the following table summarizes our revenue by customer as a percentage of total revenue based on end customer profile, rather than based on the contracting parties who place purchase orders or sign revenue contracts with us: Year Ended May 3, 2025 April 27, 2024 Revenue: Customer E 63 % 20 % Customer F * 26 % Customer B * 15 % * Less than 10% of total revenue.
CRDO 10-Kaccession 0001628280-25-033813
SentenceAs a supplement to our financial statement footnote disclosure, and to provide further insight into our end customer concentration, the following table summarizes our revenue by customer as a percentage of total revenue based on end customer profile, rather than based on the contracting parties who place purchase orders or sign revenue contracts with us: Year Ended May 3, 2025 April 27, 2024 Revenue: Customer E 63 % 20 % Customer F * 26 % Customer B * 15 % * Less than 10% of total revenue.
CRDO 10-Kaccession 0001628280-25-033813
SentenceFurthermore, we had one customer that accounted for 10% or more of our total fiscal 2025 (such one customer accounting for 67% of total fiscal 2025 revenue).
CRDO 10-Kaccession 0001628280-25-033813
SentenceIn fiscal 2025, we had one customer that accounted for 10% or more of our total revenue (such one customer accounting for 67% of total fiscal 2025 revenue).
CRDO 10-Kaccession 0001628280-25-033813
Expected move
Inputs8Q avg ±16.9%·×0.79·cheap
straddle ±20.5%
spot 150.99exp Dec 4ATM strike 150ATM straddle 36.35IV 98%