Core Points - CoreWeave reported a 110% year-over-year revenue growth in the fourth quarter, exceeding Wall Street expectations with revenue of $1.57 billion compared to the expected $1.55 billion [1][5] - The company has 850 megawatts of active power capacity and a contracted power capacity of 3.1 gigawatts, surpassing analyst projections of 827 megawatts [2] - CoreWeave's revenue backlog increased to $66.8 billion from $55.6 billion at the end of the third quarter, indicating strong future revenue potential [2] - Capital expenditures for 2026 were reported at $10.31 billion, which is below the consensus estimate of $12.90 billion [2] - As of December 31, CoreWeave had $21.37 billion in debt [2] - The company has seen a 36% increase in stock price in 2026, contrasting with a nearly 22% decline in the iShares Expanded Tech-Software Sector ETF during the same period [3] - CoreWeave announced a partnership with model builder Poolside and launched an object storage service to enhance its competitive position against larger players like Amazon Web Services [4] - The company increased its credit facility from $1.5 billion to $2.5 billion, providing additional financial flexibility [4]