CRDO & NET Beat! Are You Bullish on SaaS Comeback?

Credo Technology stunned markets with a $404–408M revenue guide for fiscal Q3, crushing the $341M consensus and lifting shares +15% after hours. Even more striking, management now expects FY2026 revenue growth above 200%, driven by surging AI data-center demand for AEC and optical interconnect solutions. Cloudflare reported Q4 revenue of $614.5M (+33.6% YoY) and non-GAAP EPS of $0.28, sending shares +17% after hours. Non-GAAP net income jumped to $106.8M, while free cash flow nearly doubled to $99.4M (16.2% margin).

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