CRWV

#320
CoreWeave, Inc. - Class A Common Stock
90.6 7 USD
+0.06%
Sektor: Technologie
Basis: USD
Gewinnwährung: USD
Tagesspanne
90.66
90.67
Jahresspanne
60.55
153.19
Tagesänderung
+6.26%
Monatliche Änderung
-2.85%
6 month change
+0.67%
Jahresänderung
-31.83%
Vorheriger Schlusskurs
85.3 3
Open
90.6 6
Tief
90.6 6
High
90.6 7
Volumen
302
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Financials

Übersicht Finanzbericht Statistik Documents

2026

Current report, Q2 FY2026
Coreweave, Inc. current report, Q2 FY2026
8-K
Current report, Q2 FY2026
Coreweave, Inc. current report, Q2 FY2026
8-K
Current report, Q2 FY2026
Coreweave, Inc. current report, Q2 FY2026
8-K
Current report, Q2 FY2026
Coreweave, Inc. current report, Q2 FY2026
8-K
Current report, Q2 FY2026
Coreweave, Inc. current report, Q2 FY2026
8-K
Current report, Q2 FY2026
Coreweave, Inc. current report, Q2 FY2026
8-K
Current report, Q2 FY2026
Coreweave, Inc. current report, Q2 FY2026
8-K
Current report, Q2 FY2026
Coreweave, Inc. current report, Q2 FY2026
8-K
Current report, Q2 FY2026
Coreweave, Inc. current report, Q2 FY2026
8-K
Quarterly report, Q1 FY2026
Coreweave, Inc. quarterly report, Q1 FY2026
10-Q

Coreweave, Inc. current report, Q3 FY2025

Full document

Business Context and Reporting Period

CoreWeave, Inc. (CRWV), a cloud computing provider, filed this Form 8-K on September 15, 2025, reporting an event that occurred on September 9, 2025. The filing details a significant expansion of the company's strategic partnership with NVIDIA Corporation.

Key Financial Metrics and Agreement Value

This filing does not report standard financial performance metrics such as revenue, profit, cash flow, or margins for a specific period. Instead, it discloses the value of a new material agreement:

  • Agreement Value: $6.3 billion initial value.
  • Counterparty: NVIDIA Corporation.
  • Term: Residual capacity purchase obligation extends through April 13, 2032.

Material Changes and Agreement Structure

The company entered into a new Order Form under its existing Master Services Agreement (MSA) with NVIDIA. The material change involves a "take-or-pay" style arrangement for cloud capacity:

  • Primary Obligation: CoreWeave sells reserved cloud computing capacity to its own customers.
  • Residual Obligation: If CoreWeave's datacenter capacity is not fully utilized by its customers, NVIDIA is obligated to purchase the residual unsold capacity.
  • Termination Rights: Either party may terminate upon 30 days' written notice of a breach or if the other party enters insolvency proceedings that are not dismissed within 90 days.

Outlook, Risks, and Management Commentary

Management has determined the MSA is material due to its amount and significance. The agreement provides a revenue floor for CoreWeave by ensuring NVIDIA absorbs unsold capacity, mitigating utilization risk. However, the agreement is subject to delivery and availability of service requirements. The full text of the MSA is expected to be filed as an exhibit to the Form 10-Q for the quarter ending September 30, 2025.

Investor Verification Checklist

  • Verify the specific service level agreements (SLAs) and "delivery and availability" requirements that trigger NVIDIA's purchase obligation.
  • Review the upcoming Form 10-Q (Q3 2025) for the full text of the MSA and any financial impact on the quarter.
  • Assess the impact of this $6.3 billion commitment on CoreWeave's capital expenditure plans and datacenter build-out capacity.
  • Confirm the current utilization rates of CoreWeave's datacenters to estimate the portion of the $6.3 billion likely to be realized as residual sales versus primary customer sales.