JP Insights(@jpinsights):Really looking forward to $CRDO reporting tonight with my eyes firmly on the optical revenue outlook. Management has guided to >$600M in FY27 optical revenue, with much of the ramp expected in H2. I want to hear if that is still on track, whether the timing has changed, and if anything since last quarter gives them more confidence in the ramp.

JP Insights

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JP Insights@jpinsights

2026.09.01 15:05

Really looking forward to $CRDO reporting tonight with my eyes firmly on the optical revenue outlook. Management has guided to >$600M in FY27 optical revenue, with much of the ramp expected in H2. I want to hear if that is still on track, whether the timing has changed, and if anything since last quarter gives them more confidence in the ramp.