CRWV Nasdaq NASDAQ-100Russell 1000 Konferencja wynikowa
CoreWeave
Wyniki II kw. 2026 vs I kw. 2026 · poprzedni kwartał · opublikowano 11 sie 2026 i 7 maj 2026
Net loss narrowed on the previous quarter, guidance raised. Management sounded about as positive as a typical company call, in its script and in answers to analysts.
1 · Liczby
Strata mniejsza
Zysk netto vs I kw. 2026
Prognoza podniesiona
Zysk netto -626,0 mln vs -740,0 mln
Przychody +23,9%
Zysk netto -626,0 mln vs -290.0M in II kw. 2025 and -740.0M last quarter.
2 · Jak mówił zarząd
Typowy
More upbeat than 55% of company calls
Answers to analysts: typical, in line with the script.
Similar to last call.
3 · Co się wyróżniło
Prognoza ↑
Of its increased expectations around capacity to be delivered to customers this year as well as some of its significant recent wins.
Między wierszami
-
Prognoza
In Q2, the customer contracts CoreWeave signed came with contribution margins it expects to be 5 to 10 percentage points above those added in recent quarters.
-
Liczba
CoreWeave generated record revenue of $2.6 billion, up 112% year-over-year.
-
Słabnie
This has been a thematic reality for the cloud and for artificial intelligence infrastructure across the space.
Cytat ze źródła
“And this has been a thematic reality for the cloud and for artificial intelligence infrastructure across the space. So the first thing is a question regarding the CapEx budget and the higher component pricing. Look, we've kind of built this company in an environment that has always been challenged on the supply chain side.”
-
Słabnie
The increase in CoreWeave's operating expenses was a direct result of continuing to scale its active power capacity.
Cytat ze źródła
“The increase in our operating expenses was a direct result of continuing to scale our active power capacity, converting backlog... Operating expenses in the first quarter were $2.2 billion, including stock-based compensation expense of $153 million. This drove the corresponding increases in our cost of revenue and technology and infrastructure spend.”
Ton
Jak optymistyczny był język w porównaniu z innymi spółkamiiTon to liczba pozytywnych słów finansowych minus liczba negatywnych, skorygowana o długość tekstu. Zarządy zwykle mówią pozytywnie, więc etykiety porównują każdą konferencję z ostatnimi konferencjami wszystkich spółek: „typowy” to środkowa trzecia, „bardzo optymistyczny” to najlepsze 10%, „ostrożny” to najsłabsze 10%.. Kropka: II kw. 2026. Pierścień: I kw. 2026.
Script and answers carried a similar tone, so the script's message held up under questioning.
Zdania, które wpłynęły na ton
“Even with this increased competition, we are seeing demand, pricing and margin all expanding which is a signal for the growth in the CoreWeave kind of product as well as...”
“And this operating margin improvement came before our July pricing changes which included an approximately 25% increase across SKUs in response to the current demand environment and the increasing ROI...”
“Extraordinary execution across the organization, drove record financial performance, rapid capacity growth, broadening customer demand and continued platform innovation.”
Liczby
USD · SEC EDGAR XBRL (10-Q, period end 2026-06-30)
| Pozycja | II kw. 2026period end 2026-06-30 | I kw. 2026period end 2026-03-31 | Zmiana | II kw. 2025 | r/r |
|---|---|---|---|---|---|
| Przychody | 2,58 mld | 2,08 mld | +23,9% | 1,21 mld | +112,5% |
| Zysk brutto ze sprzedaży | 1,70 mld | 1,36 mld | +24,5% | 899,0 mln | +88,7% |
| Zysk operacyjny | -49,0 mln | -144,0 mln | Strata mniejsza | 19,0 mln | Strata zamiast zysku |
| Zysk netto | -626,0 mln | -740,0 mln | Strata mniejsza | -290,0 mln | Strata większa |
| Zysk na akcję | -1,14 | -1,40 | Strata mniejsza | -0,60 | Strata większa |
Tematy
Najczęściej omawiane teraz
- Increased revenue backlog to $104 billion (sic) [ $104.2 billion ] while driving rapidly expanding enterprise adoption.
- Extraordinary execution across the organization, drove record financial performance, rapid capacity growth, broadening customer demand and…
- Q2 was an exceptional quarter for CoreWeave marked by intense customer demand, significant ramp of CoreWeave's active capacity and…
- CoreWeave is prioritizing opportunities that are strategically important, adding new customers while deepening long-term existing…
- Your question is very timely and very important for the entire AI space in the entire data center space.
Zniknęło od I kw. 2026
- Słabnie The four themes I would like to highlight today are: one, the demand environment is intensifying, driven by the hyper...
- Słabnie Four, CoreWeave's financing engine has taken a significant leap forward, unlocking new sources of capital across markets at a lower...
- Słabnie With enterprise adoption intensifying and CoreWeave's customer base diversifying, commitments from noninvestment-grade AI-native companies…
- Słabnie CoreWeave is delivering precisely in line with the road map it laid out on its last earnings call, diversifying and...