CoreWeave Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript
Excellent.
Thank you everyone for joining us this afternoon. My name is Keith Weiss. I run the US software research franchise here at Morgan Stanley and really thrilled to have an opportunity to talk to Brannin McBee, Co-Founder and CEO of CoreWeave.
Questions & Answers
So Brannin, maybe just to open up the conversation.
Already we've seen a growth algorithm from CoreWeave that I haven't seen in my career, right? And I mean, one of the things I love about research is getting to understand new companies and new opportunities and new businesses, and this is all new, right? And over the last couple of years and the last couple of quarters, you guys have described that demand that's already showing up in a huge backlog, already showing up in growth rates that that are really eye-popping as insatiable and relentless, which to me means that we're not going to see this come to trickle out anytime soon.
So can you talk to us about Where are you seeing
| 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... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
