Did the net cash from operating activities of Credo for the quarter ended October 31, 2026 come to at or above 15.0% 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 15.0%; no if it is below 15.0%.
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
1.6T becomes the largest datacom revenue contributor
Yes, expecting the ratio to stay comfortably above 15.0%, consistent with the last reported 18.8%.
If yes
1.6T stays behind 800G through 2027
No, expecting a sharp drop below 15.0% from one-time charges or a shift in product mix.
50%
NoYes
No position, no money. The crowd, the Call and the machines appear after you lock your number.
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— CallOct 22
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The trail · since Oct 22
the Call 70, recorded Oct 22machines 2 runsreaders show from 5
The case · 3 people · 2 minutes
1.6T becomes the largest datacom revenue contributor2 people argue no1.6T stays behind 800G through 20271 people argue yes
Stronger if no · 2 people
1.6T becomes the largest datacom revenue contributor
As AI clusters grow, the conversation between accelerators grows faster than headcount, and faster chips require more bandwidth per socket. This forces optical content to move closer to compute as copper reaches its bandwidth limits at distance…
OCS creates direct optical connections across the network rather than forcing traffic repeatedly through layers of electrical switching and packet processing. In AI environments with large, sustained, structured traffic flows, this architecture…
What would change the Call
The operating cash flow and revenue figures in Credo's 10-Q or 10-K for the quarter ended October 31, 2026 would move the call.
The Call · Thesis 65 · 1.6T stays behind 800G through 2027
The house leans to "1.6T stays behind 800G through 2027".
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The thesis
Will Taiwan-listed and US-listed optical transceiver suppliers report 1.6T module volume shipments as their largest datacom revenue contributor in any quarter reported by 2027-12-31?
Bandwidth per socket doubles with each accelerator generation, forcing an 800G-to-1.6T transition that raises networking dollars per GPU on schedule.