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CoreWeave Q3: From Earnings Preview to Results
Ahead of its Q3 2025 report, eyes were on CoreWeave's track record of beating guidance. The results delivered 168% revenue growth to $3.66 billion, though net losses widened sharply.
2026-11-10 ~ 2026-11-11 · 2 episodes · 4 posts
Episode 1 · CoreWeave Earnings Preview: Revenue Beats Guidance but Delivery Risks Loom (2026-11-10, 2 posts)
Ahead of CoreWeave's Q3 report, analysts note it has beaten revenue guidance by 2%-11% for four straight quarters, but spending is far outpacing revenue and meeting year-end targets hinges on bringing about 350MW of capacity online after last year's delivery delays.
- CoreWeave needs ~350MW more live by year-end — the exact spot it slipped last year — tengyanAI · 2026-11-10
- CoreWeave beat revenue guidance 2%-11% for four straight quarters as capex races ahead — tengyanAI · 2026-11-10
Episode 2 · CoreWeave Q3 Revenue Soars 168% as Net Loss Widens Sixfold (2026-11-11, 2 posts)
CoreWeave's Q3 revenue reached $3.66 billion, up 168% year-over-year, with adjusted operating profit of $379 million beating guidance and active power exceeding 1.7GW, yet its net loss widened more than sixfold to $709 million.
- CoreWeave Q3: $3.7B revenue up 168% YoY, active power hits 1.7GW — altryne · 2026-11-11
- CoreWeave revenue jumps 168% to $3.66B but net loss balloons 6x to $709M on borrowing costs — rohanpaul_ai · 2026-11-11