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CoreWeave

CRWV · AI Watchlist

Last earnings Aug 11, 2026

Key results

Revenuequarter

$100 billion

This was the strongest bookings quarter in CoreWeave's history, with revenue backlog reaching nearly $100 billion.

SEC original ↗CoreWeave — Earnings release (8-K exhibit)EX-99May 7, 2026

) Additional First Quarter 2026 Financial Highlights Revenue backlog 1 was $99.4 billion as of March 31, 2026.

SEC original ↗CoreWeave — Earnings release (8-K exhibit)EX-99May 7, 2026

AI analysis

Q1 2026 · reported May 7, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q1 2026
$100B
EX-99 · May 7, 2026

Headline figures

MetricQ1 2026Prior qtrYear ago
Revenue$100 billion——

EX-99 · May 7, 2026

Guidance · company-stated

No guidance located in the held release

Outlook statement

“1 billion term loan, the first ever publicly syndicated delayed draw facility backed by HPC infrastructure $1 billion strategic investment from Jane Street following the expansion of commercial relationship in Q1 2026 Raised more than $10 billion of unsecured debt and convertible bonds, including CoreWeave's inaugural Eurobond issuance Other Noteworthy Updates Selected for inclusion in the Nasdaq-100 Index, as one of the 100 largest non-financial companies listed on the Nasdaq Stock Market Business Outlook CoreWeave will provide forward-looking guidance in connection with this quarterly earnings announcement on its earnings conference call and webcast.”

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Beginning in the second quarter of 2026, the Company elected to present its current and non-current debt as recourse and non-recourse and also reclassified the respective balances as of December 31, 2025 to conform to the current period's presentation in the condensed consolidated balance sheets.

Investments and Fair Value Measurements Marketable Securities For the three months and six months ended June 30, 2026 and 2025, the realized or unrealized gains or losses related to the Company's debt securities were not material.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

CoreWeave Reports Strong First Quarter 2026 Results Record First Quarter Revenue and Revenue Backlog Highlight Unprecedented Demand for CoreWeave Cloud

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Beginning in the second quarter of 2026, the Company elected to present its current and non-current debt as recourse and non-recourse and also reclassified the respective balances as of December 31, 2025 to conform to the current period's presentation in the condensed consolidated balance sheets.

SEC original ↗CoreWeave — 10-Q Quarterly report10-QAug 12, 2026

Investments and Fair Value Measurements Marketable Securities For the three months and six months ended June 30, 2026 and 2025, the realized or unrealized gains or losses related to the Company's debt securities were not material.

SEC original ↗CoreWeave — 10-Q Quarterly report10-QAug 12, 2026

As of June 30, 2026 and December 31, 2025, there was no allowance for credit losses related to the Company's debt securities.

SEC original ↗CoreWeave — 10-Q Quarterly report10-QAug 12, 2026

The weighted-average remaining maturity of the Company's debt securities was less than one year as of June 30, 2026.

SEC original ↗CoreWeave — 10-Q Quarterly report10-QAug 12, 2026

The JV expects to construct and develop the campus using a combination of additional debt and equity capital.

SEC original ↗CoreWeave — 10-Q Quarterly report10-QAug 12, 2026

The swap is designated as a fair value hedge of 2032 EUR Senior Notes (as defined in Note 10 Debt ) to hedge changes in the fair value of the 2032 EUR Senior Notes attributable to changes in the spot exchange rate.

SEC original ↗CoreWeave — 10-Q Quarterly report10-QAug 12, 2026

Strategy & priorities

These statements include, but are not limited to, statements related to our business our strategy our capital structure our future growth our technology our projections for future active power demand for our platform other estimated amounts included in our revenue backlog figure our plans to scale our platform and accelerate AI innovation and strategic opportunities.

SEC original ↗CoreWeave — Earnings release (8-K exhibit)EX-99May 7, 2026

We use such non-GAAP financial measures to make strategic decisions, establish business plans and forecasts, identify trends affecting our business, and evaluate operating performance.

SEC original ↗CoreWeave — Earnings release (8-K exhibit)EX-99May 7, 2026

All statements contained in this Quarterly Report on Form 10-Q other than statements of historical fact, including statements regarding our future operating results and financial position, our business strategy and plans, and our objectives for future operations, are forward-looking statements.

SEC original ↗CoreWeave — 10-Q Quarterly report10-QAug 12, 2026

In March 2025, the Company also entered into a commercial agreement (the "Commercial Agreement") with a strategic customer to provide AI infrastructure services.

SEC original ↗CoreWeave — 10-Q Quarterly report10-QAug 12, 2026

This hierarchy prioritizes the use of observable inputs and minimizes the use of unobservable inputs when determining fair value as follows: Level 1 Observable inputs such as quoted prices in active markets for identical assets or liabilities.

SEC original ↗CoreWeave — 10-Q Quarterly report10-QAug 12, 2026

Risks & headwinds

Such statements are based on our current expectations, forecasts and assumptions and involve risks and uncertainties.

SEC original ↗CoreWeave — Earnings release (8-K exhibit)EX-99May 7, 2026

Our expectations and beliefs regarding these matters may not materialize, and actual results in future periods are subject to risks and uncertainties that could cause actual results to differ materially from those projected.

SEC original ↗CoreWeave — Earnings release (8-K exhibit)EX-99May 7, 2026

Legal Proceedings 52 Item 1A.

SEC original ↗CoreWeave — 10-Q Quarterly report10-QAug 12, 2026

The outcome of the events described in these forward-looking statements is subject to risks, uncertainties, and other factors, including those described in the section titled "Risk Factors" and elsewhere in this Quarterly Report on Form 10-Q.

SEC original ↗CoreWeave — 10-Q Quarterly report10-QAug 12, 2026

New risks and uncertainties emerge from time to time and it is not possible for us to predict all risks and uncertainties that could have an impact on any forward-looking statements contained in this Quarterly Report on Form 10-Q.

SEC original ↗CoreWeave — 10-Q Quarterly report10-QAug 12, 2026

Documents

Earnings deck slides

0 decks with slide view

CoreWeave — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Named in the company’s own filings

Waste Management (WM)“Waste Management In addition to managing scarce resources such as water, we intend to extend our responsible resource usage to waste management.”

Filings

39 documents

Earnings releases

12 documents

Presentations

1 document

Transcripts

0 documents

No transcripts for CoreWeave are held in this edition of the library.

Mentioned by

7 companies

Other tracked companies whose held documents mention CoreWeave by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.