### @CRDO — Estimate — from the Q4 earnings call; the optical figures are forward guidance
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.
- tier: Estimate (~)
- source: CRDO / The optical bet the +80% guide leans on
- receipt: https://ticker.thevixguy.com/p/p-day-20260715-crdo-src-crdo-optical-ramp-ingest
- posted: 2026-07-15T02:05:37.349Z