Credo TechnologyKPI data tables
Credo Technology operating metrics behind the KPI charts, newest period first (up to 24 periods per chart). Periods use each company's own fiscal labels where the source does; each table names its source.
| Period | Customer A share of AR |
|---|---|
| Q4 FY2026 | 53 |
| Q3 FY2026 | 57 |
| Q2 FY2026 | 62 |
| Q1 FY2026 | 68 |
| Q4 FY2025 | 86 |
| Q4 FY2024 | 53 |
Source: Credo Form 10-K and Form 10-Q Note 3 concentrations, accounts receivable as a percentage of total accounts receivable for contracting customers. Form 10-K year ended May 3, 2025 (https://www.sec.gov/Archives/edgar/data/1807794/000162828025033813/crdo-20250503.htm): Customer A 86% at May 3, 2025 and 53% at April 27, 2024; Customer B * and 23%. Form 10-Q ended August 2, 2025 (https://www.sec.gov/Archives/edgar/data/1807794/000180779425000021/crdo-20250802.htm): Customer A 68%, Customer B 21%. Form 10-Q ended November 1, 2025 (https://www.sec.gov/Archives/edgar/data/1807794/000162828025054549/crdo-20251101.htm): Customer A 62%, Customer B 22%. Form 10-Q ended January 31, 2026 (https://www.sec.gov/Archives/edgar/data/1807794/000162828026014017/crdo-20260131.htm): Customer A 57%, Customer B 22%, Customer C 11%. Form 10-K year ended May 2, 2026 (https://www.sec.gov/Archives/edgar/data/1807794/000162828026043303/crdo-20260502.htm): Customer A 53%, Customer B 20%, Customer C 19% at May 2, 2026. Asterisk is less than 10%. Fiscal year ends the Saturday closest to April 30.
| Period | Manufacturing vendors and foundry | Technology license fees |
|---|---|---|
| Q4 FY2026 | 337.7 | 22.2 |
| Q2 FY2026 | 77.4 | 17.8 |
| Q1 FY2026 | 43.6 | 13.3 |
| Q4 FY2025 | 43.5 | 20.7 |
Source: Credo Form 10-K and Form 10-Q commitments footnotes, total unconditional purchase commitments (thousands converted to one-decimal millions). Form 10-K year ended May 3, 2025 (https://www.sec.gov/Archives/edgar/data/1807794/000162828025033813/crdo-20250503.htm): manufacturing vendors $43,488 thousand and technology license fees $20,723 thousand. Form 10-Q ended August 2, 2025 (https://www.sec.gov/Archives/edgar/data/1807794/000180779425000021/crdo-20250802.htm): $43,648 and $13,313 thousand. Form 10-Q ended November 1, 2025 (https://www.sec.gov/Archives/edgar/data/1807794/000162828025054549/crdo-20251101.htm): $77,443 and $17,827 thousand. Form 10-K year ended May 2, 2026 (https://www.sec.gov/Archives/edgar/data/1807794/000162828026043303/crdo-20260502.htm): manufacturing vendors and foundry partners $337,746 thousand and technology license fees $22,208 thousand. Q3 FY2026 10-Q table omitted from the series because inventory POs of approximately $114.5 million were not included. Fiscal year ends the Saturday closest to April 30.
| Period | Unsatisfied RPO |
|---|---|
| Q4 FY2026 | 31.9 |
| Q3 FY2026 | 31.8 |
| Q2 FY2026 | 33.9 |
| Q1 FY2026 | 3.4 |
| Q4 FY2025 | 4.8 |
Source: Credo remaining performance obligation notes in Form 10-K and Form 10-Q. Form 10-K year ended May 3, 2025 (https://www.sec.gov/Archives/edgar/data/1807794/000162828025033813/crdo-20250503.htm): contracted but unsatisfied approximately $4.8 million at May 3, 2025 (plus $1.1 million satisfied but unrecognized and constrained). Form 10-Q ended August 2, 2025 (https://www.sec.gov/Archives/edgar/data/1807794/000180779425000021/crdo-20250802.htm): approximately $3.4 million unsatisfied (plus $0.7 million constrained). Form 10-Q ended November 1, 2025 (https://www.sec.gov/Archives/edgar/data/1807794/000162828025054549/crdo-20251101.htm): approximately $33.9 million, relating to IP license revenue. Form 10-Q ended January 31, 2026 (https://www.sec.gov/Archives/edgar/data/1807794/000162828026014017/crdo-20260131.htm): approximately $31.8 million. Form 10-K year ended May 2, 2026 (https://www.sec.gov/Archives/edgar/data/1807794/000162828026043303/crdo-20260502.htm): approximately $31.9 million. Fiscal year ends the Saturday closest to April 30.