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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We were the first in the world to ship both the NVIDIA GB200 NVL72 solution last year and the GB300 NVL72 in July to CoreWeave”
Dell shipped the first NVIDIA GB300 NVL72 systems to cloud customer CoreWeave in July, an AI infrastructure win with a major neocloud buyer.
“Coreweave launched a 100,000 GV200 cluster-based instance with NVLink switch and Quantum-2 InfiniBand.”
CoreWeave stood up a 100,000-GPU Blackwell cluster, underscoring its role as a large-scale NVIDIA infrastructure customer.
“Let's start with our collaboration with CoreWeave, which showcases Vertiv's position at the forefront of AI infrastructure.”
Vertiv collaborates with CoreWeave and Dell to be first to launch NVIDIA's GB300 NVL72 platform, showcasing Vertiv's AI infrastructure leadership.
“This includes Amazon's planned data center expansion in Pennsylvania, a data center project announced in the Carlisle area by PA Data Center Partners and PowerHouse Data Centers, and a data center announced by CoreWeave.”
CoreWeave is named among the publicly announced hyperscale/AI data center customers driving new demand in PPL's Pennsylvania service territory.
“there was an announcement by CoreWeave for a large investment they're making in Kenilworth, New Jersey for some real estate that they're purchasing.”
CoreWeave's real estate purchase in Kenilworth, New Jersey for a large data center investment is cited as evidence of PSEG's growing large-load pipeline; management confirmed the relationship runs through the utility (PSE&G), not PSEG Power, and is already reflected in current load projections.
“featuring three of the top five largest IPOs in CoreWeave, SailPoint, and Smithfield Foods”
CoreWeave's IPO was one of the largest listings on Nasdaq in the first quarter, contributing to Nasdaq's listings win-rate momentum.
“including AI native and enterprise companies like Cognition, Cursor, Mercado Libre, Midjourney, and Runway”
Mercado Libre is named among new reserved-instance customers, indicating the Latin American commerce platform is scaling AI workloads.
“the expansion of our commercial relationship with NVIDIA, which was accompanied by a $2 billion investment in CoreWeave”
NVIDIA made a $2 billion investment in CoreWeave alongside expanding the commercial relationship, signaling NVIDIA's strategic backing.
“In January, we announced NVIDIA intends to test and validate our platform, including our software and reference architectures”
NVIDIA intends to validate CoreWeave's software and reference architectures for its cloud, enterprise and sovereign customers, deepening the partnership.
“at $250 billion contract for OpenAI with Microsoft, nobody expected a $300 billion contract OpenAI with Oracle”
An analyst cited a $300 billion OpenAI-Oracle contract as context for the scale of hyperscaler AI cloud commitments.
“at $250 billion contract for OpenAI with Microsoft, nobody expected a $300 billion contract OpenAI with Oracle”
An analyst cited a $250 billion OpenAI-Microsoft arrangement as context for hyperscaler AI infrastructure competition.
“our partnership with CrowdStrike, which will unlock and accelerate partner-driven growth”
CrowdStrike chose CoreWeave to advance AI agents for cybersecurity, indicating CrowdStrike is scaling AI development workloads.
“This contract allows capacity contracted and reserved for NVIDIA to be interrupted and resold to different customers.”
A new NVIDIA contract lets CoreWeave interrupt and resell NVIDIA-reserved capacity to smaller customers, with NVIDIA underwriting the economics.
“we executed large-scale compute contracts with many of our largest customers, including Meta and OpenAI”
OpenAI expanded its existing large-scale compute relationship with CoreWeave in Q3, diversifying away from single-customer concentration.
“we executed large-scale compute contracts with many of our largest customers, including Meta and OpenAI”
Meta is named among the largest customers executing large-scale compute contracts with CoreWeave, signaling Meta's heavy AI infrastructure spend.
“This includes not only the $4 billion expansion with OpenAI we previously discussed”
A $4 billion OpenAI expansion is reflected in Q2 backlog, reinforcing OpenAI's growing compute commitments with CoreWeave.
“Now I'd like to come back to our proposed acquisition of Core Scientific.”
CoreWeave proposed acquiring Core Scientific to verticalize data-center capacity, targeting $500 million of run-rate cost savings by 2027.
“we delivered NVIDIA's GB200 NVL 72, and HGX B200 at scale deployments”
CoreWeave deployed NVIDIA's GB200 NVL72 and HGX B200 systems at scale, reflecting continued ramp of NVIDIA's Blackwell hardware.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Mark Murphy | JPMorgan | 5 (40%) |
| Brent Thill | Jefferies | 4 (75%) |
| Keith Weiss | Morgan Stanley | 4 (50%) |
| Mike Turrin | Wells Fargo | 4 (0%) |
| Brad Zelnick | Deutsche Bank | 4 (0%) |
| Amit Daryanani | Evercore ISI | 3 (0%) |
| Kash Rangan | Goldman Sachs | 3 (67%) |
| Brad Sills | Bank of America | 3 (0%) |
| Tyler Radke | Citigroup | 3 (0%) |
| Raimo Lenschow | Barclays | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 1 | 5 (40%) |
| Morgan Stanley | 2 | 5 (60%) |
| Wells Fargo | 1 | 4 (0%) |
| Deutsche Bank | 1 |
| 4 (0%) |
| Goldman Sachs | 2 | 4 (50%) |
| Jefferies | 1 | 4 (75%) |
| Bank of America | 2 | 4 (0%) |
| Citigroup | 1 | 3 (0%) |
CoreWeave closed 2025 with full-year revenue of more than $5.1 billion, up 168% year-over-year, and grew contracted revenue backlog to $66.8 billion; fourth-quarter revenue was $1.6 billion, up 110%. The company resolved its third-quarter data center delays ahead of schedule and deepened its NVIDIA relationship, which included a $2 billion investment and plans to validate CoreWeave's platform for NVIDIA's reference architecture. Profitability compressed as capacity was brought online ahead of revenue: Q4 adjusted operating income fell to $88 million at a 6% margin, net loss widened to $452 million from $51 million a year earlier, and interest expense rose to $388 million. Management introduced FY2026 guidance of $12 billion to $13 billion in revenue, about 140% growth at the midpoint, alongside 2026 CAPEX of $30 billion to $35 billion, and guided Q1 2026 to a margin trough. Management framed the elevated spend as success-based investment fully supported by signed contracts.
Demand | Capex Investment | Revenue Growth | Margin | Competitive Dynamics | Supply Chain | Cloud & AI | Capital Allocation | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 7 | 4 | 2 | 1 | 4 | 1 | 2 | |
| 2025Q2 | 8 | 1 | 4 | 2 | 1 | 3 | ||
| 2025Q3 | 3 | 4 | 2 | 2 | 7 | 1 | ||
| 2025Q4 | 3 | 3 | 3 | 1 | 1 | 2 | ||
| 2026Q1 | 2 | 1 | 1 | 4 | 1 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|
| Demand | 7 | 8 | 3 | 3 | 2 |
| Capex Investment | 4 | 1 | 4 | 3 | 1 |
| Revenue Growth | 2 | 4 | 2 | 3 | 1 |
| Margin | 1 | 2 | 1 | 4 | |
| Competitive Dynamics | 4 | 1 | 2 | ||
| Supply Chain | 7 | ||||
| Cloud & AI | 1 | 3 | 1 | 1 | |
| Capital Allocation | 2 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CRWV CoreWeave, Inc. Class A Common Stock | 8 | +111.7% | |
| ADBE Adobe Inc. | 9 | +12.7% | |
| AKAM Akamai Technologies | 6 | +5.8% | |
| CPAY Corpay | 8 | +25.4% | |
| CRWD CrowdStrike | 10 | +25.6% | |
| FFIV F5, Inc. | 8 | +11.0% | |
| FTNT Fortinet | 10 | +20.1% | |
| GDDY GoDaddy | 7 | +6.1% | |
| GEN Gen Digital | 6 | +27.0% | |
| MSFT Microsoft Corporation | 8 | +18.3% | |
| NET Cloudflare, Inc. | 10 | +33.5% | |
| ORCL Oracle Corporation | 9 | +20.6% | |
| PANW Palo Alto Networks | 9 | +31.1% | |
| PLTR Palantir Technologies | 10 | +84.7% | |
| SNPS Synopsys | 7 | +41.9% | |
| VRSN Verisign | 7 | +6.6% | |
| XYZ Block, Inc. | 8 | +4.9% | |
| ZS Zscaler | 9 | +25.4% |