Credo Technology: Positive On Growth Acceleration And Customer Base Diversification
Credo Technology (CRDO) Seeking Alpha·2024-04-10 15:32
CRDO推荐评级 - Credo Technology (NASDAQ:CRDO)的推荐评级是买入,因为我对未来几年的增长加速更有信心[1] 财务数据 - CRDO最近报告的第三季度营收为5,310万美元,同比增长-2%[2] - 产品营收增长24%,较去年同期增长41%[2] - 调整后的毛利率为62.2%,较上一季度提高230个基点[2] 客户关系 - CRDO的最大客户微软(MSFT)的增长重新加速,设计活动的扩大增加了我对未来增长加速的信心[3]