Free · no account · quoted from the filing

What changed in CRDO's 10-Q

Source: 10-Q filed 2026-03-03 · compared against 10-Q 2025-12-02. Every passage below is quoted verbatim from the filing itself.

Revenue and Profitability

This filing
Revenue 407,012

Customer Concentration

This filing
Customer A 48 %

Geographic Revenue Mix

This filing
United States 267,400

Liquidity and Capital

This filing
Cash and cash equivalents $ 1,220,464

Business Combination

This filing
total purchase consideration of $ 92.0 million

Customer Warrant

This filing
Holder has exercised all Customer Warrant shares
What it means — the analyst reading

The passages above are the company's own words. The plain-English reading of them — what changed, why it matters, and the direction of travel — is part of the Filing Change Monitor.

See the Filing Change Monitor →

Compared from narrative excerpts (outlook, risks, MD&A) of both filings — quotes are verbatim from the new filing. Not advice. Source: company SEC filings via stockportfolio.pro. Educational, not investment advice.