Industry Newscloud infrastructuregpu infrastructurecoreweave
CoreWeave Reports Q4 Revenue Above Expectations
7.1
CoreWeave reported fourth-quarter revenue of $1.57 billion on Thursday, topping the LSEG $1.55 billion estimate while posting a loss per share of $0.89. Revenue grew 110% year over year, backlog rose to $66.8 billion, active power reached 850 megawatts, and the company disclosed $10.31 billion in planned 2026 capital expenditures, signaling continued AI infrastructure expansion.
Key Points
- 1Reports $1.57B Q4 revenue, loss per share $0.89, 110% year-over-year growth
- 2Shows massive demand: backlog climbed to $66.8B and active power hit 850 megawatts
- 3Impacts cloud competition as storage launch, $2.5B credit facility, and lower capex affect scaling
Scoring Rationale
Official earnings and large backlog drive relevance, but incremental surprises and limited new guidance constrain impact.
Sources
Public references used for this report.
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