Will Credo's operating cash flow hit at least 25 percent of its revenue for the quarter ending October 31, 2026?
How it settles
Divide net cash from operating activities by revenue from Credo's 10-Q or 10-K for the quarter ended October 31, 2026 on SEC EDGAR. Yes if the result is 25.0 percent or higher, no if below. SEC EDGAR, XBRL company facts of Credo (Forms 10-Q and 10-K)
The exact question and the full rule
Did the net cash from operating activities of Credo for the quarter ended October 31, 2026 come to at or above 25.0% of its revenue?
Divide the net cash from operating activities by the revenue that Credo reports for the quarter ended October 31, 2026 in its 10-Q or 10-K filing on SEC EDGAR. The answer is yes if the ratio is at or above 25.0%; no if it is below 25.0%.
If the source is late or silent: If Credo has not filed by December 17, 2026, or a filing restates a period the rule reads, the test is inconclusive, and the Result says what was read and what was missing.
If no
Co-packaged optics reshapes the supply chain and compresses Arista's margin
Expects co-packaged optics trends and strong demand to lift Credo's margins and cash conversion sharply.
If yes
Arista's gross margin holds at or above 60% through 2027
Expects engineering-driven premium pricing to hold steady rather than push the cash ratio to this higher rung.
50%
NoYes
No position, no money. The crowd, the Call and the machines appear after you lock your number.
— You
— CallOct 22
— Machines2 models
— Readersshows from 5
The trail · since Oct 22
the Call 22, recorded Oct 22machines 2 runsreaders show from 5
The case · 3 people · 2 minutes
Co-packaged optics reshapes the supply chain and compresses Arista's margin1 people argue noArista's gross margin holds at or above 60% through 20272 people argue yes
Stronger if no · 1 people
Co-packaged optics reshapes the supply chain and compresses Arista's margin
Network vendors like Arista commanded premium prices through elite engineering required to route ultra-fast electrical signals across motherboards without signal degradation. CPO deletes this engineering problem by moving optics on-package. When…
Stronger if yes · 2 people
Arista's gross margin holds at or above 60% through 2027
Moving from 112G to 224G electrical SerDes creates severe power and thermal constraints. Vesta 200 co-packages optics directly with switch ASIC, shortening electrical path and improving signal integrity. Nitro Redriver boosts electrical signal to…
What would change the Call
The operating cash flow and revenue figures Credo reports in its 10-Q or 10-K for the quarter ended October 31, 2026 would move the call.