CRWV earnings
Analysis, not adviceNext print
2026-11-09
cons -1.24 EPS / 3.54B rev
What the desk is testing
Explicit conditions that would change the desk's view — graded after the call.
Bull condition triggered: Q2 revenue beats $2.55B consensus AND Q3 guide implies ≥8% sequential step-up, confirming the capacity ramp is being absorbed by contracted demand — this is the recognition-i
Bull condition triggered: Gross margin stabilizes or recovers sequentially (≥65.5%), validating that the compression phase is transitory and the path to the upper-base 42× exit multiple is intact.
＋4 more criteria on the deskfree trial · no cardFrom the desk's pre-read
CoreWeave (CRWV) is scheduled to report Q2 2026 earnings on 2026-08-11; FMP consensus carries EPS –$1.23 · Revenue $2.55B.
＋1 more — the full pre-read is on the deskfree trial · no cardEducational analysis, not a personalised recommendation. See all covered names on the earnings calendar · part of our public track record.