[{"data":1,"prerenderedAt":211},["ShallowReactive",2],{"triple-beat-CRDO":3,"og-beat-monitoring-CRDO":210},{"ticker":4,"name":5,"description":6,"epsLabel":7,"guidanceLabel":8,"stockLabel":9,"quarters":10,"tableNotes":182,"highlightQuarter":75,"highlightDescription":187,"sources":188},"CRDO","Credo Technology","Credo Technology Group（CRDO）は、AECケーブル（Active Electrical Cables）・SerDes IP・光DSP・ラインカードを設計するファブレス半導体メーカー。データセンタ内部のラック間/ラック内高速接続を、より低消費電力で実現する銅線ベース AEC ソリューションが本業。2024年後半からハイパースケーラ（Microsoft、Amazon、xAI、Meta 等）の AI クラスタ向けに 400G/800G AEC が急速採用され、FY25Q3（2025年3月発表）で売上 +154% YoY と一気にインフレクション。FY26ではガイダンスを上方修正し続け、Q3 FY26（2026年3月発表）には四半期売上 $407M、+201% YoY まで膨張した。会計年度は4月末締めで、3月末締めの他半導体銘柄とは1ヶ月ずれる。","EPS ($, 非GAAP)","次Q売上ガイド (midpoint, $M)","株価反応 ($)",[11,33,53,74,96,118,140,161],{"quarter":12,"reportDate":13,"event":14,"revenue":15,"eps":20,"guidance":24,"stock":29},"FY24Q4","2024/5/29","FY24通期黒字化、AEC初期採用",{"actual":16,"consensus":17,"beatPct":18,"yoyPct":19},"$60.8 M","$60.3 M",0.8,89,{"actual":21,"consensus":22,"beatPct":23},"$0.07","$0.04",75,{"revenue":25,"eps":28},{"company":26,"consensus":26,"beatPct":27},"$59.5 M",0,null,{"reportClose":30,"nextClose":31,"changePct":32},"$25.85","$24.13",-6.6,{"quarter":34,"reportDate":35,"event":36,"revenue":37,"eps":41,"guidance":44,"stock":49},"FY25Q1","2024/9/4","在庫消化フェーズ、Q2ガイド据置",{"actual":38,"consensus":26,"beatPct":39,"yoyPct":40},"$59.7 M",0.3,70,{"actual":42,"consensus":43,"beatPct":28},"$(0.06)","$(0.02)",{"revenue":45,"eps":28},{"company":46,"consensus":47,"beatPct":48},"$66.5 M","$69.0 M",-3.6,{"reportClose":50,"nextClose":51,"changePct":52},"$28.20","$30.42",7.9,{"quarter":54,"reportDate":55,"event":56,"revenue":57,"eps":62,"guidance":65,"stock":70},"FY25Q2","2024/12/2","ハイパースケーラ集中受注の兆し",{"actual":58,"consensus":59,"beatPct":60,"yoyPct":61},"$72.0 M","$66.8 M",7.8,64,{"actual":21,"consensus":63,"beatPct":64},"$0.06",17,{"revenue":66,"eps":28},{"company":67,"consensus":68,"beatPct":69},"$122.5 M","$103.2 M",18.7,{"reportClose":71,"nextClose":72,"changePct":73},"$51.83","$63.41",22.3,{"quarter":75,"reportDate":76,"event":77,"revenue":78,"eps":83,"guidance":87,"stock":92},"FY25Q3","2025/3/4","AECインフレクション、+154% YoY",{"actual":79,"consensus":80,"beatPct":81,"yoyPct":82},"$135.0 M","$120.3 M",12.2,154,{"actual":84,"consensus":85,"beatPct":86},"$0.25","$0.18",39,{"revenue":88,"eps":28},{"company":89,"consensus":90,"beatPct":91},"$160.0 M","$134.0 M",19.4,{"reportClose":93,"nextClose":94,"changePct":95},"$44.05","$47.46",7.7,{"quarter":97,"reportDate":98,"event":99,"revenue":100,"eps":105,"guidance":109,"stock":114},"FY25Q4","2025/6/2","FY25通期 +126%、Q1ガイド大幅引上",{"actual":101,"consensus":102,"beatPct":103,"yoyPct":104},"$170.0 M","$159.3 M",6.7,180,{"actual":106,"consensus":107,"beatPct":108},"$0.35","$0.27",30,{"revenue":110,"eps":28},{"company":111,"consensus":112,"beatPct":113},"$190.0 M","$182.0 M",4.4,{"reportClose":115,"nextClose":116,"changePct":117},"$76.83","$99.43",29.4,{"quarter":119,"reportDate":120,"event":121,"revenue":122,"eps":127,"guidance":131,"stock":136},"FY26Q1","2025/9/3","Q1ガイダンス超過、+274% YoY",{"actual":123,"consensus":124,"beatPct":125,"yoyPct":126},"$223.1 M","$192.0 M",16.2,274,{"actual":128,"consensus":129,"beatPct":130},"$0.49","$0.36",36,{"revenue":132,"eps":28},{"company":133,"consensus":134,"beatPct":135},"$235.0 M","$202.0 M",16.3,{"reportClose":137,"nextClose":138,"changePct":139},"$99.50","$112.85",13.4,{"quarter":141,"reportDate":142,"event":143,"revenue":144,"eps":149,"guidance":152,"stock":157},"FY26Q2","2025/12/1","800G AEC量産、$268M",{"actual":145,"consensus":146,"beatPct":147,"yoyPct":148},"$268.0 M","$235.1 M",14,272,{"actual":150,"consensus":128,"beatPct":151},"$0.67",37,{"revenue":153,"eps":28},{"company":154,"consensus":155,"beatPct":156},"$340.0 M","$295.0 M",15.3,{"reportClose":158,"nextClose":159,"changePct":160},"$179.80","$186.20",3.6,{"quarter":162,"reportDate":163,"event":164,"revenue":165,"eps":170,"guidance":174,"stock":178},"FY26Q3","2026/3/2","Q3売上$407M、+201% YoY、GMガイド低下で-18.5%",{"actual":166,"consensus":167,"beatPct":168,"yoyPct":169},"$407.0 M","$379.3 M",7.3,201,{"actual":171,"consensus":172,"beatPct":173},"$1.07","$0.89",20,{"revenue":175,"eps":28},{"company":176,"consensus":177,"beatPct":52},"$480.0 M","$445.0 M",{"reportClose":179,"nextClose":180,"changePct":181},"$135.95","$115.71",-14.8,[183,184,185,186],"アナリスト予想は Zacks / LSEG / Visible Alpha の二次情報、株価は Yahoo Finance ベース（±1-3% 誤差あり）。","FY25Q1 EPS は赤字幅縮小のためビート率は n/m（参考値）として null。","Credo の会計年度は4月末締めで、3月末締めの他半導体銘柄とは1ヶ月ずれる。","Credo は四半期ガイダンスとして売上・グロスマージン・営業費用は公表するが、EPS ガイダンスは公表していないため次QのEPSガイドは全四半期 null。","FY25Q3（2025年3月4日発表）が「化けた瞬間」。売上 $135M は前年同期比 +154%、前四半期比 +87% という業界破壊的な成長率で、アナリスト予想 $120.3M を +12.2% 上回った。Non-GAAP EPS $0.25 は予想 $0.18 を +39% 上回るサプライズ。さらに重要だったのは Q4 ガイダンスで、$155-165M（中央値 $160M）の提示は当時のコンセンサス $134M を +19% 上振れさせた。これは「AECハイパースケーラ採用が単なる試験導入ではなく、サプライチェーン全体の置き換えに入った」というシグナルとして市場が解釈し、株価は発表当日 +7.7%、その後 1 週間で +30% 超のラリーへ。トリガーは AWS / Microsoft の AI クラスタ拡張に伴う 400G/800G AEC の本格採用で、Credo の AEC は競合の光モジュールに比べ消費電力 1/4・コスト 1/2 という構造的優位を持つ。続く FY25Q4・FY26Q1・FY26Q2 でも 3 要素ビートが連発し、株価は同期間で約 4 倍に。ただし FY26Q3（2026年3月）では売上・EPS は予想超過したものの、Q4 グロスマージンガイド（64-66%）が前期 68.6% から低下したため株価は -18.5% の急落。AI 関連半導体株の「期待値が織り込み済み」フェーズに入ったことを示した。",[189,192,195,198,201,204,207],{"label":190,"url":191},"Credo Q4 FY24 IR (2024/5/29)","https://investors.credosemi.com/news-events/news/news-details/2024/Credo-Technology-Group-Holding-Ltd-Reports-Fourth-Quarter-and-Fiscal-Year-2024-Financial-Results-05-29-2024/default.aspx",{"label":193,"url":194},"Credo Q3 FY25 BusinessWire (2025/3/4)","https://www.businesswire.com/news/home/20250304150521/en/Credo-Reports-Third-Quarter-of-Fiscal-Year-2025-Financial-Results",{"label":196,"url":197},"Credo Q4 FY25 IR PDF (2025/6/2)","https://s205.q4cdn.com/511065572/files/doc_news/Credo-Technology-Group-Holding-Ltd-Reports-Fourth-Quarter-and-Fiscal-Year-2025-Financial-Results-2025.pdf",{"label":199,"url":200},"Credo Q1 FY26 Motley Fool (2025/9/3)","https://www.fool.com/earnings/call-transcripts/2025/09/03/credo-crdo-q1-2026-earnings-call-transcript/",{"label":202,"url":203},"Credo Q2 FY26 IR (2025/12/1)","https://investors.credosemi.com/news-events/news/news-details/2025/Credo-Technology-Group-Holding-Ltd-Reports-Second-Quarter-of-Fiscal-Year-2026-Financial-Results/default.aspx",{"label":205,"url":206},"Credo Q3 FY26 Motley Fool (2026/3/2)","https://www.fool.com/earnings/call-transcripts/2026/03/02/credo-tech-crdo-q3-2026-earnings-call-transcript/",{"label":208,"url":209},"Credo IR Quarterly Results","https://investors.credosemi.com/financials/quarterly-results/default.aspx","https://log.eurekapu.com/og/pages/general/beat-monitoring-CRDO.png?title=CRDO%20Credo%20Technology%20-%20%E3%83%93%E3%83%BC%E3%83%88%E3%83%A2%E3%83%8B%E3%82%BF%E3%83%AA%E3%83%B3%E3%82%B0&sig=7ca1a8963b0884e9",1779172235907]