{"podcast":{"title":"Charged Alpha Stock Encyclopedia","slug":"charged-alpha-stock-encyclopedia-7819792","podcast_index_feed_id":7819792,"rss_url":"https://feed.podbean.com/chargedalpha/feed.xml","website_url":"https://chargedalpha.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/22241603/charged_alpha_logo_2048.png","author":"Colton Thomas","episode_count":1630,"summary":"Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.","last_synced_at":"2026-09-04T06:17:14.359815+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792"},"episode":{"title":"Credo Stock: It Bought $1.25bn Mid-Quarter, Won’t Say What It Earns (CRDO Q1 FY2027)","slug":"credo-stock-it-bought-1-25bn-mid-quarter-won-t-say-what-it-earns-crdo-q1-fy2027","published_at":"2026-09-03T01:45:19+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/credo-stock-it-bought-1-25bn-mid-quarter-won-t-say-what-it-earns-crdo-q1-fy2027","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/credo-stock-it-bought-125bn-mid-quarter-won-t-say-what-it-earns-crdo-q1-fy2027/","audio_url":"https://mcdn.podbean.com/mf/web/oqos1jxd71qgwtq7/audio_w.mp3","summary":"Credo Technology (CRDO) Q1 FY2027 — The stock fell 20.0% the next session, from $206.63 to $165.22. Revenue rose 9.6% sequentially and adjusted earnings beat. But the $1,251m DustPhotonics acquisition closed on 28 May, inside this quarter, and neither the release nor the Form 10-Q filed the next day discloses one dollar of the acquired revenue - Credo judged the acquisitions immaterial to its results. THE CALL: AVOID (3/5, MODERATE) — base-case value ~$134.98 vs ~$165.22 today. KEY METRICS: - Revenue $479.0m, +9.6% sequentially and +114.7% year on year; non-GAAP EPS $1.20 vs a $1.17 bar - GAAP EPS fell to $0.67 from $0.88; operating income fell $35.1m while revenue grew $42.0m - DustPhotonics closed 28 May for $1,251.1m: $769.6m cash, $169.1m shares, $310.0m contingent - Goodwill $92.8m to $986.4m in one quarter; goodwill plus intangibles is 45.3% of total assets - No acquired revenue and no pro forma in the 10-Q - Credo states the acquisitions were immaterial - Working capital absorbed $123.2m, 95% of net income; the acquired balance sheet explains only 7% - Consensus needs $732m a quarter after October, a 38% step above the $530m Credo actually guided What to watch: Credo discloses the acquired revenue since 28 May, or an October print at the top of guidance with organic growth broken out Also on YouTube: @ChargedAlpha DISCLAIMER: For informational and educational purposes only. Not financial advice. Do your own research before any investment decision.","meta_description":"Credo Technology (CRDO) Q1 FY2027 — The stock fell 20.0% the next session, from $206.63 to $165.22. Revenue rose 9.6% sequentially and adjusted earnings b…","key_points":[],"chapters":[],"topics":[],"duration_seconds":911,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/credo-stock-it-bought-1-25bn-mid-quarter-won-t-say-what-it-earns-crdo-q1-fy2027/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/credo-stock-it-bought-1-25bn-mid-quarter-won-t-say-what-it-earns-crdo-q1-fy2027.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}