CoreWeave (CRWV) will release its fourth quarter financial results on Thursday, Feb. 26. Investor enthusiasm has been building ahead of the earnings release. CoreWeave’s stock has climbed approximately 25% year-to-date (YTD), reflecting optimism around sustained AI infrastructure spending and the company’s expanding capacity footprint. The company specializes in cloud infrastructure optimized for accelerated computing, supplying enterprises and leading artificial intelligence (AI) research labs with the ...

Core Insights - DigitalOcean reported Q2 2025 GAAP revenue of $219 million, exceeding analyst expectations of $216.62 million, with a non-GAAP EPS of $0.59, surpassing the estimate of $0.47, indicating strong year-over-year growth and profitability [1][5][11] Financial Performance - Q2 2025 non-GAAP EPS was $0.59, a 22.9% increase from $0.48 in Q2 2024 [2] - Revenue for Q2 2025 was $219 million, reflecting a 13.8% increase from $192.5 million in Q2 2024 [2] - Net income for Q2 2025 was $37 million, a 93.7% increase year-over-year, with a net income margin rising from 10% to 17% [2][5] - Adjusted EBITDA reached $89.5 million, maintaining a 41% margin [2][5] - Adjusted free cash flow increased to $57 million, up 52.4% from the previous year [2][9] Customer Segmentation and Growth - Revenue from high-spend customers, termed "Scalers+", grew by 35% year-over-year, now accounting for 24% of total revenue [6] - Average revenue per customer (ARPU) for Scalers+ increased to $30,000, a 9% rise year-over-year, while overall ARPU grew by 12% [6] - The number of Scalers+ customers increased by 23%, with a net dollar retention rate improving to 99% from 97% [6] Product Development and Market Position - DigitalOcean launched over 60 new products and features, including the DigitalOcean Gradient AI Platform and new GPU droplets powered by AMD [6][7] - AI/ML-related revenue more than doubled year-over-year, although specific figures were not disclosed [6] Strategic Initiatives - The company expanded dedicated account management to its top 3,000 clients, enhancing customer support and retention [8] - DigitalOcean is exploring new funding tools, such as leasing, to support cash flow while expanding capacity [10] Future Guidance - For Q3 2025, revenue is projected at $226–227 million, with an adjusted EBITDA margin of 39–40% [11] - Full-year FY2025 revenue guidance was raised to $888–892 million, with expected non-GAAP diluted net income per share of $2.05–$2.10 [11]