Core Financial Performance - CoreWeave, Inc. (CRWV) reported a second-quarter 2025 loss per share of $0.60, an improvement from a loss of $1.62 in the same quarter last year [1][9] - Adjusted net loss for the quarter was $131 million, compared to $5 million a year ago [1] - Revenues reached a record $1,212.8 million, exceeding the Zacks Consensus Estimate by 12.5% and representing a 207% year-over-year increase [2][9] Major Achievements and Partnerships - In Q2, CoreWeave secured significant customer wins, including a $4 billion expansion with OpenAI, adding to a previously announced $11.9 billion deal [3] - New partnerships were formed with various companies, including BT Group, Cohere, and LG CNS, among others [3] Revenue Backlog and Future Outlook - Revenue backlog grew to $30.1 billion, an 86% increase year-over-year, driven by the OpenAI agreement and new hyperscaler contracts [4][9] - For full-year 2025, CRWV expects revenues between $5.15 billion and $5.35 billion, an increase from earlier projections [11] - Q3 revenue is projected to be between $1.26 billion and $1.3 billion, with adjusted operating income forecasted between $160 million and $190 million [12] Operating Performance - Total operating expenses were $1.2 billion, up from $317.7 million in the prior year [7] - Adjusted operating income was $200 million, a 134% increase year-over-year, while adjusted operating margin decreased to 16% from 22% [7] Cash Flow and Liquidity - As of March 31, 2025, CRWV had $2.5 billion in cash and equivalents, with cash used in operating activities of $251.3 million for the quarter [10] Stock Performance - Following the results, CRWV shares declined by 9.2% in after-market trading, although they have gained 93.2% over the past year, outperforming the Internet Software industry, which rose by 14.3% [5]

CoreWeave CRWV shares tumbled on Wednesday after the AI-focused cloud computing provider posted mixed second-quarter results, highlighting surging revenue and backlog alongside margin pressures from an aggressive expansion plan. The company reported $1.21 billion in quarterly revenue, well above prior-year levels and fueled by new contracts with OpenAI and major hyperscalers, but investors reacted to guidance that signals significant near- term costs as CoreWeave ramps capacity toward 900MW by year-end. Sti ...

Core Viewpoint - CoreWeave (CRWV.US) experienced a significant intraday drop of nearly 20%, trading at $119.3 [1] Financial Performance - The latest financial report indicates a net loss of $291 million for the second quarter, which is worse than the analyst average expectation of a loss of $191 million [1] Analyst Ratings - Bank of America has lowered CoreWeave's target price from $185 to $168 while maintaining a "neutral" rating [1] Company Overview - CoreWeave is a data center operator known as Nvidia's "favorite child," focusing on processing AI workloads based on Nvidia chips [1] - The company's data centers are specifically designed for AI computing power, with clients including OpenAI and Microsoft [1]

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Core Points - CoreWeave's stock experienced a 14% decline following a larger-than-expected loss reported in its second quarterly financial results as a public company, with an adjusted loss of 27 cents per share compared to the 21-cent loss anticipated by analysts [1] - The expiration of the lock-up period after CoreWeave's initial public offering is expected to introduce volatility to the shares, as insiders will be allowed to sell their shares [2] - Analysts at Stifel expressed a long-term constructive outlook but noted that near-term upside may be limited due to potential dilution related to CORZ and the upcoming lock-up expiration [3] - For the current quarter, CoreWeave projects revenue between $1.26 billion and $1.30 billion, slightly above the $1.25 billion forecast by analysts, and has raised its 2025 revenue guidance to a range of $5.15 billion to $5.35 billion, up from the previous forecast of $4.9 billion to $5.1 billion [4]

周三，"英伟达亲儿子"CoreWeave(CRWV.US)开盘跌超13%，报129.37美元。消息面上，该公司第二季 度营收同比增长2倍，至12.1亿美元，好于市场预期的10.8亿美元;然而调整后净亏损扩大至1.308亿美 元，而上年同期为500万美元，分析师此前预测亏损9630万美元。CEO表示第三季度营业利润将达到1.6 亿至1.9亿美元，而市场普遍预期为1.92亿美元。 ...

智通财经APP获悉，周三，"英伟达亲儿子"CoreWeave(CRWV.US)开盘跌超13%，报129.37美元。消息面 上，该公司第二季度营收同比增长2倍，至12.1亿美元，好于市场预期的10.8亿美元;然而调整后净亏损 扩大至1.308亿美元，而上年同期为500万美元，分析师此前预测亏损9630万美元。CEO表示第三季度营 业利润将达到1.6亿至1.9亿美元，而市场普遍预期为1.92亿美元。 ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Core Viewpoint - CoreWeave's Q2 results showed a widening adjusted net loss, but this is attributed to the company's investment in scaling its business to meet the high demand for cloud-native AI compute capacity, indicating that the spending is justified [1][4] Financial Performance - Revenue grew by 210.3% year-over-year to $1.21 billion, driven by strong demand and execution, particularly leveraging NVIDIA's ecosystem [3] - The company is experiencing a revenue pipeline with over 500% annualized growth relative to Q2 results, indicating robust future prospects [2] - Despite a 600 basis point contraction in operating margin and a 1000 basis point increase in operating loss, the overall outlook remains positive as increased AI spending is expected to lead to better financial results [4] Future Outlook - CoreWeave has raised its revenue guidance for Q3 and the full year, suggesting ongoing strength and potential outperformance of targets [5] - Analysts forecast a high double-digit revenue CAGR through the end of the decade, with earnings expected to grow significantly faster [2] Market Position - The stock price forecast for CoreWeave is set at $92.70, indicating a potential downside of 28.93% from the current price of $130.44, with a high forecast of $200.00 and a low of $32.00 [7] - The company has seen a 37% increase in long-term debt, but this is offset by increased cash and total assets, maintaining a low long-term debt leverage of 2.8x equity [7] Stock Performance - CoreWeave's stock experienced a 50% increase from late July to mid-August, but analysts suggest caution as the consensus price targets indicate a potential downside from early August highs [10][11] - The stock pulled back nearly 10% in premarket trading following the earnings release, with critical support near the 30-day EMA at $125 [11][12]

Group 1: CoreWeave Inc Financial Results - CoreWeave reported a revenue of $1.21 billion for the second quarter, exceeding analysts' expectations of $1.08 billion [1] - The company's adjusted loss per share was 27 cents, which was worse than the anticipated loss of 17 cents per share [1] Group 2: Stock Movements - CoreWeave shares fell 8.8% to $135.72 in pre-market trading following the mixed quarterly results [2] - Profrac Holding Corp shares tumbled 29.4% to $4.46 after pricing a $75 million stock offering at $4 per share [4] - CAVA Group Inc shares dipped 24% to $64.26 after reporting worse-than-expected quarterly sales results [4] - Journey Medical Corp shares declined 20.5% to $6.79 after reporting disappointing second-quarter EPS results [4] - Ondas Holdings Inc shares fell 17.5% to $3.54 after announcing a proposed public offering [4] - KinderCare Learning Companies Inc shares dropped 16.4% to $8.20 after missing second-quarter earnings estimates and narrowing 2025 guidance [4] - Endeavour Silver Corp shares fell 13.9% to $4.95 after posting a loss for the second quarter [4] - Stratasys Ltd shares dipped 13.4% to $9.80 following second-quarter results [4] - Denison Mines Corp shares declined 8.8% to $1.97 as the company announced the pricing of upsized $300 million convertible senior notes offering [4] - Hanesbrands Inc shares fell 7.7% to $5.70 after a previous jump of 28% due to acquisition news [4] - Penguin Solutions Inc shares fell 5.8% to $22.84 in pre-market trading [4]