CRDO vs LITE: AI Stock Comparison

Credo Technology Group Holding Ltd vs Lumentum Holdings Inc.: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

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$CRDO scores higher on AI exposure (5/5 vs 4/5) under our published rubric. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: Not enough tracked catalysts to compare.
$CRDO 🏆
Credo Technology Group Holding Ltd
Active electrical cables and SerDes for AI clusters.
$LITE
Lumentum Holdings Inc.
Lasers and optical components for AI networking.
AI exposure score⚡⚡⚡⚡⚡ 5/5⚡⚡⚡⚡⚡ 4/5
Shares outstanding188.0M
as of 2026-08-25 · 10-Q cover page · SEC filing
90.7M
as of 2026-10-28 · 10-Q cover page · SEC filing
CategoryNetworking & opticsNetworking & optics
Key metrics
Revenue (latest quarter) $479.0M
10-Q period ended 2026-08-01; +115% y/y · SEC filing
Gross margin 64.5%
Gross profit / revenue, same quarter · SEC filing
Operating income $120.7M
Same quarter; 25% operating margin · SEC filing
Revenue (latest quarter) $1.26B
10-Q period ended 2026-09-26; +137% y/y · SEC filing
Gross margin 51.0%
Gross profit / revenue, same quarter · SEC filing
Operating income $359.8M
Same quarter; 28% operating margin · SEC filing
Next earnings
Dec 7, 2026 expected
Credo Technology Group Holding Ltd quarterly earnings · source
Not yet announced / not on our calendar
Next catalyst
Dec 7, 2026 expected
Credo Technology Group Holding Ltd quarterly earnings · source
Not yet announced / not on our calendar
Upcoming catalysts
Dec 7, 2026 expected
Credo Technology Group Holding Ltd quarterly earnings · source
None tracked
Most recent reportedNot yet announced / not on our calendar
Nov 2, 2026
Marvell to acquire Lumentum in all-stock deal (~$115B EV) · source
Combines electrical and optical AI connectivity; expected to close 1H 2028 pending approvals.
Key risks
  • “The general compute and Artificial Intelligence and Machine Learning (AI/ML) infrastructure market is an emerging market that will depend on the success of generative AI technologies, and…” — 10-K risk factor (filed 2026-06-15) · source
  • “We are subject to the cyclical nature of the semiconductor industry which is undergoing significant change due to artificial intelligence.” — 10-K risk factor (filed 2026-06-15) · source
  • “Social and environmental responsibility regulations, policies and provisions, as well as customer and investor demands, may make our supply chain more complex and may adversely affect our…” — 10-K risk factor (filed 2026-08-17) · source
  • “Changes in demand and customer requirements for our products may reduce manufacturing yields, which could negatively impact our profitability.” — 10-K risk factor (filed 2026-08-17) · source
AI angle

Credo's active electrical cables and connectivity chips link servers and switches in AI data centers. Its own filings tie the business to the generative-AI infrastructure build-out.

Lumentum's lasers and transceivers move data inside AI data centers. Marvell agreed on Nov 2, 2026 to acquire it in an all-stock deal expected to close in 1H 2028.

Full analysis: $CRDO →Full analysis: $LITE →

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