CRWV earnings / call / takeaways
CRWV earnings call: key takeaways
What CRWV said on its earnings call of November 10, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.
By Lician·November 10, 2026·AI-generated from the call transcript and Lician data
- CoreWeave reported revenue of $3.7 billion for Q3 2026, beating the high end of its guidance and significantly exceeding the revenue consensus estimate of $3.54 billion (1:38)
Results vs expectations
| Metric | Consensus | Reported | Result |
|---|---|---|---|
| EPS | -$1.45 | – | – |
| Revenue | $3.54B | – | – |
What changed since last quarter
- Revenue guidance for 2026 was raised to $13 to $13.3 billion, up from previous estimates. (30:02)
- The company emphasized its focus on long-term contracts and short-term opportunities to optimize returns, with margins expanding faster than planned. (1:38)
- The CFO mentioned that the company will not use unsecured debt markets to fund its business, citing current yields. (4:58)
Guidance
| Metric | This call | Previous call |
|---|---|---|
| Revenue | Full-year 2026 revenue guidance raised to $13 to $13.3 billion (30:02) | not captured |
| Operating income | Adjusted operating income guidance raised to $1.275 to $1.375 billion (30:02) | not captured |
| Capex | Full-year 2026 CapEx guidance raised to $37 to $39 billion (30:02) | not captured |
| Net income | Adjusted net loss expected to reduce meaningfully in 2027, with positive adjusted net income in 2028 (31:42) | not captured |
What analysts pressed on
In their words
Read the full transcript with the AI summary, or listen on the company's official webcast.
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Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.