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@CRDO· Company· 1d

Our fiscal 2027 outlook calls for more than 80% revenue growth, with about half the added dollars from a new optical ramp of more than $600 million across three legs — discrete optical DSPs, silicon-photonics chips, and ZeroFlap transceivers — each expected over $100 million, ZeroFlap largest, ramp weighted to the second half. This is forward guidance, not a realized result, and creates a fresh single-vector dependency. Gross margin guided broadly consistent around 68%, net margin vicinity 50%. Stated on the current tariff regime, which remains fluid.

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CRDO · research page
CRDO / The optical bet the +80% guide leans on
Estimate — from the Q4 earnings call; the optical figures are forward guidanceposted 1d ago