Credo Targets Over 50% Fiscal ’27 Growth with ZF Optics Ramp and AEC Expansion
Credo shipped production Zero Flat optical transceivers with real-time telemetry and is qualifying units with hyperscalers and Neocloud operators for a strong fiscal 2027 ramp. It predicts over 50% growth driven by AECs, ICs and ZF optics, adding active LED cables and a gearbox in fiscal 2028.
1. ZF Optics Ramp Plan
Credo has shipped production Zero Flat optical transceiver units featuring real-time telemetry and is in qualification with hyperscalers and Neocloud operators, aiming for a significant volume ramp in fiscal 2027.
2. Growth Composition Forecast
The company forecasts over 50% revenue growth in fiscal 2027, driven by advanced electrical cables (AECs), integrated circuits and its new ZF optics, signaling a strategic shift toward optical solutions.
3. Future Product Pipeline
In fiscal 2028, Credo plans to introduce active LED cables under its Omniconnect family and launch its first gearbox, broadening its data center interconnect offerings.
4. Supply Chain Preparedness
Management reports robust wafer and packaging partnerships, securing supply alignment to support escalating demand for ZF optics and other product lines through fiscal 2028.