CoreWeave, Inc.
CRWV
Jodie read · what matters now
Revenue increased 111.6% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to CRWV, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing presents a mixed picture
10-Q filed 2026-05-08 against the comparable filing from 2025-05-15.
What improved
- Revenue increased 111.6% versus the comparable filing period.
What weakened
- The operating loss widened by 117.0M.
- Net margin fell 3.5 percentage points.
Filing receipts
“This increase was primarily attributable to higher costs directly related to running our data centers to support the significant increase in customer demand, driven by the deployment of new and expanded data centers, which resulted in an increase in rent expense of approximately $249 million, and an increase in data center utilities and power spend of approximately $85 million.”
“The increase was driven by higher capital investments in our infrastructure, including our GPU fleet, networking equipment, servers, switches and other necessary equipment for infrastructure asset security compared to the three months ended March 31, 2025.”
“Approximately 38% of the increase in revenue was attributable to expansion within our existing customer base and the remaining increase was attributable to new customers for the three months ended March 31, 2026.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind CRWV
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 13 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
CRWV is currently a Early Follower in the organic co-movement group High-Performance Computing. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.