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Just reported
Q3 2026 results
From CoreWeave's results release of 10 de noviembre de 2026. These are the company's first figures; its 10-Q or 10-K replaces them when filed.
Revenue
Actual
3,66B US$
+168 % y/y
+42 % q/qGuided
—
No guide given
Operating income, GAAP
Actual
207M US$
+299 % y/y
Guided
—
No guide given
Company outlook
Full year 2026
- Revenue13B US$ – 13,3B US$+156 % y/y First given
- Operating income, adjusted1,275B US$ – 1,375B US$First given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
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Cómo gana dinero
- AI cloud computing services
Compite con
Qué vende6
CoreWeave Cloud
Access to computing capacity, storage, and networking designed for training and running AI models.
CoreWeave Mission Control
Software that helps customers and CoreWeave provision computing, manage workloads, monitor performance, and identify infrastructure problems.
CoreWeave Kubernetes Service
A managed service for running and managing groups of computers used for AI workloads.
Mostrar 3 más
AI storage services
Object and file storage, plus caching that brings data closer to GPUs, for faster access during model training and use.
Slurm on Kubernetes
Software for setting up and managing large computing clusters used for AI research and training.
Weights & Biases
Software for tracking AI experiments and helping teams train, test, deploy, and monitor models and AI agents.
Quién se lo compra2
- AI research labs and technology companies that reserve computing capacity under multi-year contracts, often committing to pay for a specified amount of capacity.
- Enterprises and other organizations that use reserved capacity or buy computing access on demand.
En qué se apoya y qué podría romperlo
De qué depende el negocio
- 1The business needs large, dependable supplies of electricity to run its data centers; power shortages, outages, or higher costs could constrain service or increase expenses.
- 2It relies on a limited number of suppliers for important equipment and components used to build and run its computing infrastructure.
- 3It relies on data-center providers and partners to supply facilities that meet its power, cooling, security, and operating requirements.
- 4A substantial portion of revenue comes from a limited number of customers, so reduced spending by one or a few large customers could affect the business.
Qué podría salir mal
- 1Insufficient electricity, higher power costs, outages, or limits on available power could prevent CoreWeave from operating or expanding its data centers as needed.
- 2A loss of, or a significant cut in spending by, one or a few major customers could materially reduce revenue.
- 3Delays or shortages in GPUs and other equipment from a limited supplier base could slow data-center expansion or limit the computing capacity available to customers.
Estados financieros completos →
Sobre CoreWeave, Inc.
CoreWeave provides cloud computing built for artificial intelligence (AI), including clusters of graphics processing units (GPUs), networking, and data storage. Customers use these services to train and fine-tune AI models, and to run them for users. The company also sells software for managing computing workloads and developing and monitoring models and AI agents.
- Sede
- Livingston, New Jersey
- Fundada en
- 2017 (founding year, medium)
- Empleados
- 2,189 (December 31, 2025, high)
- Cotiza en
- Nasdaq
- Cierre del ejercicio
- December 31
Construido a partir de los propios informes de CoreWeave, Inc. ante la Comisión de Bolsa y Valores de EE. UU. (SEC). Las cifras son las declaradas, con el historial por acción reexpresado a la base de acciones de hoy. Esto describe un negocio: no es asesoramiento de inversión ni una recomendación de compra o venta.