CoreWeave Inc (MEX:CRWV)

Q2 2025 CoreWeave Inc Earnings Call Transcript

Aug 12, 2025 / 09:00 PM GMT

Release Date Price: MXN2730 (+5.00%)

Transcript 10-Q8-K

Key Points

Positve

CoreWeave Inc (CRWV) reported a significant revenue growth of 207% year over year, reaching $1.2 billion for the second quarter.
The company achieved a milestone with $200 million in adjusted operating income, marking the first quarter with both $1 billion in revenue and $200 million in adjusted operating income.
CoreWeave Inc (CRWV) ended the quarter with a substantial contracted backlog of $30.1 billion, up $4 billion from Q1 and doubling year-to-date.
The company is aggressively expanding its infrastructure, with plans to deliver over 900 megawatts of active power by the end of the year.
CoreWeave Inc (CRWV) successfully raised $6.4 billion in the capital markets, reducing its cost of capital and accessing new pools of capital.

Negative

CoreWeave Inc (CRWV) reported a net loss of $291 million for the quarter, compared to a $323 million net loss in Q2 of 2024.
The company faces a structurally supply-constrained market, with demand outstripping supply, particularly in powered shells and infrastructure components.
Interest expense increased significantly to $267 million due to increased debt to support infrastructure scaling.
Operating expenses in the second quarter were high at $1.2 billion, including a stock-based compensation expense of $145 million.
The company anticipates a short-term impact on margins due to costs incurred ahead of revenue generation as it rapidly scales capacity.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CRWV.OQ - CoreWeave Inc
Q2 2025 CoreWeave Inc Earnings Call
Aug 12, 2025 / 09:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Thank you for standing by. My name is Tina, and I will be your conference operator today. At this time, I would like to welcome everyone to the core we've 2nd quarter 2025 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. To ask a question, simply press star, followed by the number one on your telephone keypad.

To withdraw your question, let's start one again. It is now my pleasure to turn the call over to Deborah Crawford, Vice President of Investor Relations. You may begin.

--------------------------------------------------------------------------------
Unidentified_2 [2]
------------------------------------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.