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Bill Brennan

President & Chief Executive Officer, Credo Technology Group

Search every verified Bill Brennan interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Bill Brennan, President and CEO of Credo Technology, discussed the company’s focus on reliability and power efficiency in high-speed connectivity during recent appearances. At an October 2026 OCP event, he introduced a “zero flap” active electrical cable (AEC) product developed with xAI, which he said addressed link flap issues in liquid-cooled facilities. He also presented a new optical backplane design and “micro emitter” optics, claiming these offer lower power consumption than passive copper—citing potential savings of 60% or more—and enable longer reach up to 50 meters. Brennan stated the company is launching a short-reach micro emitter optics workstream with unnamed hyperscaler and GPU maker partners, and he described the approach as “wider, slower, better,” emphasizing improved reliability, power efficiency, and cost. On a September 2026 earnings call for fiscal Q1 2027, Brennan discussed growth in optical DSP shipments and the pluggable transceiver market, noting that copper has been replacing laser-based optical transceivers in GPU-to-switch connections due to reliability and power needs. He mentioned two major design wins that do not currently include the company’s DSP, leaving potential upside for co-marketing the DSP and photonic integrated circuits. Brennan also confirmed Credo joined the CPX consortium to pursue solutions for the scale-up market, which he described as addressing ten times more density than scale-out. He highlighted a custom DSP design enabling telemetry on every link between XPUs and switches, calling it a key part of the company’s zero-flap optics offering.

Recent appearances

  • Wider Slower Better Optics That Can Beat Copper presented by Credo

    Bill Brennan President and CEO - Credo Copper has earned its place in AI infrastructure by being reliable, power-efficient, and cost-effective, and for years that combination has been hard to beat. But as clusters scale to hundreds of thousands of accelerators, coppers reach limits and the growing power and complexity of todays optical alternatives are forcing hard tradeoffs on everyone building at scale. In this executive session, Credo CEO Bill Brennan will share a fundamentally different approach to optical connectivity, one that rethinks the conventional wisdom on how to move data between…

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  • Credo Technology Group Holding Ltd Q1 2027 Earnings Call | High-Speed Optical DSP Shipments Grow

    Credo Technology Group Holding Ltd Q1 2027 Earnings Conference Call. Twitter - https://x.com/i101yt If you find our work useful, please support us by purchasing a Super Thanks— it truly helps us a lot. #earningscall #StockMarketNews #conferenceCall Earnings Call | Earnings Conference Call | Earnings concall | concall | quarterly results | Stock News | Full Year results | Fiscal Year results | investment news | stock latest news | Annual Meeting of Shareholders | Annual Meeting of Unitholders | Special and Annual Meeting of Shareholders | AGM | Annual General Meeting If you want us to rem…

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  • Credo Technology Q4 2026 Earnings Call | Revenue Surges 157% Fueled By Massive AI Optic Deployments

    Credo Technology Q4 2026 Earnings Conference Call. If you find our work useful, please support us by purchasing a Super Thanks— it truly helps us a lot. #earningscall #StockMarketNews #conferenceCall Earnings Call | Earnings Conference Call | Earnings concall | concall | quarterly results | Stock News | Full Year results | Fiscal Year results | investment news | stock latest news | Annual Meeting of Shareholders | Annual Meeting of Unitholders | Special and Annual Meeting of Shareholders | AGM | Annual General Meeting If you want us to remove your company's earnings call or any other co…

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  • LIVE:Credo Technology Group Holding Ltd - Q3 FY2026 Earnings Conference Call

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  • Credo CEO Bill Brennan: This AI buildout is global in nature

    Bill Brennan, CEO of Credo Technology, says AI demand remains structurally strong, calling it a long term architectural shift as the company posts record revenue and bullish growth outlook.

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  • $CRDO Credo Technology Q3 2026 Earnings Conference Call

    03/02/2026 Q&A: 20:12 Credo Technology Group Holding Ltd provides various high-speed connectivity solutions for optical and electrical Ethernet, and PCIe applications in the United States, Taiwan, Mainland China, Hong Kong, and internationally. It provides HiWire active electrical cables solutions, including HiWire CLOS, SPAN, SHIFT, and SWITCH; optical PAM4 digital signal processors; low-power line card PHY; serializer/deserializer (SerDes) chiplets; and SerDes IP, as well as integrated circuits. The company also offers intellectual property solutions consist of SerDes IP licensing. In additi…

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  • $CRDO Credo Technology Q2 2026 Earnings Conference Call

    12/01/2025 Q&A: 19:35 Credo Technology Group Holding Ltd provides various high-speed connectivity solutions for optical and ...

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  • Credo's Bill Brennan on CNBC Worldwide Exchange with Frank Holland

    Credo's Bill Brennan on CNBC Worldwide Exchange with Frank Holland on Sep 4, 2025.

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  • Brennan: Center stage for us is the AI build out, no question

    Bill Brennan, CEO of Credo Technology, highlights AI-driven demand, reliability, and energy efficiency of Credo’s connectivity products as critical enablers of hyperscaler data centers. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in busines…

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  • $CRDO Credo Technology Q1 2026 Earnings Conference Call

    09/03/2025 Q&A: 18:23 Credo Technology Group Holding Ltd provides various high-speed connectivity solutions for optical and electrical Ethernet, and PCIe applications in the United States, Taiwan, Mainland China, Hong Kong, and internationally. It provides HiWire active electrical cables solutions, including HiWire CLOS, SPAN, SHIFT, and SWITCH; optical PAM4 digital signal processors; low-power line card PHY; serializer/deserializer (SerDes) chiplets; and SerDes IP, as well as integrated circuits. The company also offers intellectual property solutions consist of SerDes IP licensing. In additi…

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  • Credo Technology Group Holding Ltd (NASDAQ: CRDO) Q4 & FY2025 Earnings Call 5/29/2025

    Credo Technology Group Holding Ltd (NASDAQ: CRDO) reported record Q4 and full-year fiscal 2025 results, driven by surging demand for its high-speed connectivity solutions in AI, cloud, and hyperscale data centers. For Q4 FY2025, revenue soared 179.7% year-over-year and 25.9% sequentially to $170.0 million. GAAP gross margin was 67.2% (non-GAAP: 67.4%), and GAAP net income reached $36.6 million, with non-GAAP net income at $65.3 million. GAAP diluted EPS was $0.20, while non-GAAP diluted EPS came in at $0.35. The company ended the quarter with $431.3 million in cash and short-term investments.…

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  • Credo Technology Group (CRDO) Q4 2025 Earnings – Full Coverage

    Credo Technology Group Holding Ltd (NASDAQ: CRDO) reported Q4 FY2025 revenue of $170M (+180% YoY, +26% QoQ), with non-GAAP gross margin at 67.4% and non-GAAP net income at $65.3M. FY2025 revenue reached $436.9M (+126% YoY). Active Electrical Cables (AECs) and optical DSPs drove growth, with three hyperscalers each over 10% of revenue. Join CEO Bill Brennan and CFO Dan Fleming for insights on FY2026’s projected $800M+ revenue and optical market expansion! ⏱️ Timestamps (based on transcript): 0:00:00 – Introduction 0:00:26 – IR Dan O’Neil: Opening Remarks 0:02:10 – CEO Bill Brennan: Busin…

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