Posts
News
Latest
Hot
$CoreWeave (CRWV.US)$ reported another hypergrowth quarter, but the market focused on a more specific question: how quickly can massive AI cloud contracts convert into operating profit? The stock fell more than 9% after hours as investors digested softer Q2 guidance and higher capex. Let us take a closer look.
Key Financial Highlights
Revenue was the strongest part of the print. CoreWeave generated $2.078 billion of Q1 revenue, up 112% from $982 mi...
Key Financial Highlights
Revenue was the strongest part of the print. CoreWeave generated $2.078 billion of Q1 revenue, up 112% from $982 mi...
+5
52
6
38
Key Takeaways (AI-Generated)
Financial Performance
- Q1 revenue of $2.1 billion, up 32% quarter-over-quarter and 112% year-over-year
- Revenue backlog reached $99.4 billion, up nearly 50% sequentially and close to 4x year-over-year
- Adjusted EBITDA of $1.2 billion with 56% margin, growing 91% year-over-year
- Net loss of $740 million vs $315 million in Q1 2025, with increased interest expense
Business Highlights
- Signed over $40 billion in new customer...
Financial Performance
- Q1 revenue of $2.1 billion, up 32% quarter-over-quarter and 112% year-over-year
- Revenue backlog reached $99.4 billion, up nearly 50% sequentially and close to 4x year-over-year
- Adjusted EBITDA of $1.2 billion with 56% margin, growing 91% year-over-year
- Net loss of $740 million vs $315 million in Q1 2025, with increased interest expense
Business Highlights
- Signed over $40 billion in new customer...
74
89
2
$CoreWeave (CRWV.US)$ shares tumbled 8% in extended trading Thursday after the neocloud company reported a wider than expected net loss for the first quarter, as a massive infrastructure build-out and heavy debt load continued to weigh on the bottom line.
The company's net loss widened to $740 million, compared with the $628.2 million projected by Wall Street. That overshadowed a revenue beat and a backlog of about $100 billion. R...
The company's net loss widened to $740 million, compared with the $628.2 million projected by Wall Street. That overshadowed a revenue beat and a backlog of about $100 billion. R...
14
1
10
$CoreWeave (CRWV.US)$ can likely clear the Q1 revenue bar if it lands within management's $1.9 billion to $2.0 billion guide, but the stock's real test is whether investors believe the company can convert massive contracted demand into revenue without another cost-heavy execution gap.
$NVIDIA (NVDA.US)$ $NEBIUS (NBIS.US)$ $Alphabet-A (GOOGL.US)$ $Meta Platforms (META.US)$ $Astera Labs (ALAB.US)$
$NVIDIA (NVDA.US)$ $NEBIUS (NBIS.US)$ $Alphabet-A (GOOGL.US)$ $Meta Platforms (META.US)$ $Astera Labs (ALAB.US)$

5
1
2
$CoreWeave (CRWV.US)$ will report first quarter 2026 results on Thursday, May 7. For investors, this quarter is not simply a test of AI infrastructure demand. It is a test of whether one of the market's purest AI compute proxies can turn contracted demand into revenue while keeping capex, depreciation and interest expense under control.
That setup matters because CoreWeave exited 2025 with $66.8 billion of revenue backlog, ...
That setup matters because CoreWeave exited 2025 with $66.8 billion of revenue backlog, ...
+2
28
4
14
$CoreWeave (CRWV.US)$ will release its quarterly results on May 7, 2026, Post Market; investors look for rapid top-line expansion, margin stabilization signals, and updated capacity timelines amid active client wins and significant financing progress.
Market Forecast
For the current quarter, CoreWeave, Inc.’s revenue is projected at 1.97 billion US dollars, implying 131.36% year-over-year growth; the Street also looks for EPS around -0.85 with an implied year-over-year change of -594.82%, and E...
Market Forecast
For the current quarter, CoreWeave, Inc.’s revenue is projected at 1.97 billion US dollars, implying 131.36% year-over-year growth; the Street also looks for EPS around -0.85 with an implied year-over-year change of -594.82%, and E...
1
$Oracle (ORCL.US)$
Talk about a snipe 👀😂
Anyone know why options took 2 minutes to open on these this morning? rh and webull were the same.
baba always does that to me
Talk about a snipe 👀😂
Anyone know why options took 2 minutes to open on these this morning? rh and webull were the same.
baba always does that to me
1
73570585 : crwv is a strong buy
73795112 : Be cautious, it feels like a shell company. Haha.
天之骄子 :
105084125 :![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
skumaar42 : CRWV delivered strong hypergrowth, but shares fell after hours as investors weighed slower profit conversion, softer Q2 guidance, and rising capex intensity, highlighting ongoing tension between AI contract momentum and near-term margin and cash-flow pressure.
View more comments...