Credo Technology Unveils PILOT Platform for Enhanced Network Management

Credo Technology Group Holding Ltd (CRDO) has launched PILOT, its proprietary Predictive Integrity, Link Optimization and Telemetry platform.

PILOT integrates telemetry and diagnostics across Credo’s entire connectivity solutions portfolio, including SerDes IP, retimer ICs, and system-level Active Electrical Cables (AECs). It provides network operators with real-time visibility into link health, predictive diagnostics, and intelligent troubleshooting tools within a secure, scalable, and user-friendly environment.

This innovative platform is set to redefine management of high-speed links in demanding applications such as hyperscale data centers and AI/ML workloads. Currently, PILOT is available for evaluation on Credo’s PCIe retimers, with plans to expand support across all Credo products. Early-access customers have reported faster deployment times, enhanced link consistency in dense environments, and simpler telemetry integration with existing systems.

Key Features of the PILOT Platform

PILOT continuously monitors key link quality metrics on a per-lane basis, such as received eye quality and signal-to-noise ratio. This allows administrators to detect signal degradation before it leads to significant disruptions, improving overall system stability.

A notable feature of PILOT is its capacity to actively maintain link health across SerDes, retimers, and AECs, effectively minimizing intermittent disconnects that could hinder throughput or disrupt high-demand computing tasks.

By collaborating with customer telemetry systems, PILOT also predicts potential failures via AI models, providing insights that align with standard maintenance schedules. This capability empowers IT teams to perform preemptive interventions, thereby ensuring system reliability and continuity. Equipped with an intuitive graphical user interface (GUI), the platform enables real-time data capture and performance adjustments.

Security and flexibility are central to PILOT’s architecture, featuring secure boot, encrypted attestation reports, open APIs for data integration, and support for zero-trust environments. These elements secure telemetry data and link diagnostics, ensuring compliance with enterprise-grade security standards.

Innovative Product Launches Enhance CRDO’s Growth Prospects

Credo continues to prioritize the development of faster, more reliable, and energy-efficient solutions to support AI, cloud, and hyperscale networks. In April 2025, the company launched its Lark optical Digital Signal Processor (DSP) family, aimed at innovating 800G optical transceivers. The Lark portfolio includes two key optical DSP products.

Furthermore, Credo is expanding into PCIe solutions to address the rising demand in AI networks. The increasing interest in its PCIe and Ethernet retimers indicates a significant market need for high-performance technology in AI servers. With demand for PCIe retimers projected to exceed $1 billion by 2027, Credo stands poised for substantial growth.

For Q3 of fiscal 2025, CRDO reported revenues of $135 million, representing an 87% increase sequentially and a 154% rise year-over-year, surpassing the Zacks Consensus Estimate by 12.5%. This growth was primarily driven by its largest hyperscale customer scaling production for AI platforms, reflecting the robust demand for AI-driven connectivity solutions.

Looking ahead to Q4, CRDO anticipates revenues in the range of $155 million to $165 million. The Zacks Consensus Estimate for this quarter’s revenues is $160 million, indicating a projected growth of 163.2% compared to the same quarter last year.

CRDO’s Stock Performance and Outlook

CRDO holds a Zacks Rank #3 (Hold). Over the past year, shares have increased by 210.3%, compared to a 17.3% growth in the Zacks Electronics-Semiconductors industry.

Image Source: Zacks Investment Research

Stock Suggestions

For investors considering options in the technology sector, Juniper Networks, Inc. (JNPR), InterDigital, Inc. (IDCC), and Ubiquiti Inc. (UI) are solid alternatives. JNPR currently holds a Zacks Rank #1 (Strong Buy), while both IDCC and UI have a Zacks Rank #2 (Buy).

Juniper is capitalizing on the 400-gig cycle to secure hyperscale switching opportunities within data centers. The company has also introduced new features in its AI-driven enterprise portfolio to streamline campus wired and wireless network deployment. Recently, it reported an earnings surprise of 4.88%.

IDCC is recognized for its advanced mobile technologies that facilitate wireless communication. The firm’s solutions are integral to digital cellular and wireless networks, with a long-term growth expectation of 15%.

Ubiquiti effectively manages a global network of over 100 distributors, enhancing visibility for future demand and optimizing inventory management. In its latest quarter, Ubiquiti reported an earnings surprise of 33.3%, demonstrating its adaptability to changing market dynamics for continued growth.