Bill Brennan

President & CEO, Credo

The executive selling the cables and chips that keep expensive accelerators talking to each other. The growth is real; four customers accounting for most of it is the question.

Company: 1

Snapshot

Known for

Building Credo's high-speed connectivity business into a 115%-growth quarter concentrated in a handful of customers.

Based: San Jose, CA
Primary role: CEO & President, Credo Semiconductor
Latest trade: Sold $2.9M of CRDO, 21 October 2026

Latest on Bill Brennan

Featured · Chips

Credo fell 21.6% in OCP week on AI-funding fear, not the cable launch; the Nov. 30 report decides

The company launched a cable and a memory-scaling demo at OCP, and the stock fell 21.6% in the same week. The November report, not the product news, decides which story is true.

October 22, 2026 · 2 min read

Chips
Credo's founding trust proposes a $38.7 million sale in launch week
A Form 144, the SEC notice of a proposed insider sale, filed October 13 proposes selling 192,500 Credo founders' shares held since 2008, on top of the $51.3 million the same trust has banked since July. None of Credo's three announcements around the Open Compute Project summit names a customer or a price, and the new cable ships no earlier than 2027.
October 14, 2026 · 3 min read
Data Center
Credo answers Nvidia and Cisco with a rival AI cable spec, and loses 7.2% on the day
Hours after Nvidia and Cisco unveiled the USFP pluggable with connector makers TE Connectivity and Amphenol, Credo launched a rival optics specification and a 1.6T light cable. The stock still fell 7.2% on the day: the cable ships in 2027, two banks cut their targets, and insiders have sold $447 million in a year.
October 13, 2026 · 3 min read
Chips
Credo's biggest insider move was a $0 gift of 200,000 shares; the week's market sales were $7.7 million
Credo's COO moved 200,000 shares into a family trust at a price of $0, and the only stock the week's filings sent to market was $7.7 million of pre-planned sales.
October 10, 2026 · 3 min read
Chips
Credo Doubled Sales. Now It Must Earn the Cash.
Quarterly revenue rose 115% to $479 million. Cash margin fell from 23.0% to 17.3%, and four customers account for 84% of it.
September 15, 2026 · 6 min read

Connections

Snapshot

Latest on Bill Brennan

Credo fell 21.6% in OCP week on AI-funding fear, not the cable launch; the Nov. 30 report decides

Credo's founding trust proposes a $38.7 million sale in launch week

Credo answers Nvidia and Cisco with a rival AI cable spec, and loses 7.2% on the day

Credo's biggest insider move was a $0 gift of 200,000 shares; the week's market sales were $7.7 million

Credo Doubled Sales. Now It Must Earn the Cash.

Connections

At Credo

In the same stories

Largest fund holders of Credo

Snapshot

Latest on Bill Brennan

Credo fell 21.6% in OCP week on AI-funding fear, not the cable launch; the Nov. 30 report decides

Credo's founding trust proposes a $38.7 million sale in launch week

Credo answers Nvidia and Cisco with a rival AI cable spec, and loses 7.2% on the day

Credo's biggest insider move was a $0 gift of 200,000 shares; the week's market sales were $7.7 million

Credo Doubled Sales. Now It Must Earn the Cash.

Connections

At Credo

In the same stories

Largest fund holders of Credo