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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for CoreWeave, Inc. Class A Common Stock (CRWV) is 8/10.
CoreWeave's first quarter of 2026 delivered record bookings of more than $40 billion, lifting contracted revenue backlog to $99.4 billion, and revenue of approximately $2.1 billion, up 112% year-over-year, as active power surpassed 1 gigawatt. New commitments included adding Anthropic, a $21 billion Meta agreement, and $6 billion of added Jane Street capacity, extending CoreWeave's reach across foundation labs and enterprise verticals. Profitability reached its expected trough, with adjusted operating income of $21 million at a 1% margin, net loss widening to $740 million from $315 million a year earlier, and interest expense rising to $536 million. Management reaffirmed full-year 2026 revenue guidance of $12 billion to $13 billion while raising the low end of CapEx to $31 billion to $35 billion on higher component pricing. A landmark $8.5 billion investment-grade DDTL 4.0 facility, priced below 6%, marked a structural step down in cost of capital.
Scored from CoreWeave, Inc. Class A Common Stock’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $747M | +544.4% | $-0.17 | +59.5% | 15.1% | -6.9% | $-3.31B |
| FY2025 Q1 | $982M | +420.3% | $-0.78 | -143.8% | -2.8% | -32.1% | $-1.35B |
| FY2025 Q2 | $1.21B | +206.7% | $-0.60 | +28.6% | 1.6% |
| -24.0% |
| $-2.70B |
| FY2025 Q3 | $1.36B | +133.7% | $-0.22 | +75.3% | 3.8% | -8.1% | $-700M |
| FY2025 Q4 | $1.57B | +110.3% | $-0.89 | -423.5% | -5.7% | -28.7% | $-2.50B |
| FY2026 Q1 | $2.08B | +111.7% | $-1.40 | -79.5% | -6.9% | -35.6% | $-4.71B |
| FY2026 Q2 | $2.58B | +112.3% | $-1.14 | -90.0% | -1.9% | -24.3% | $-5.74B |