NASDAQ$CRWV

CoreWeave Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

CoreWeave reported Q4 2025 revenue of $1.57B with a net loss of $(452)M and adjusted EBITDA of $898M.

Q4 2025 revenue was $1.572 billion with net loss of $(452) million, or $(0.89) per share, and adjusted EBITDA of $898 million. Revenue backlog grew to $66.8 billion as AI cloud demand accelerated; full-year revenue reached $5.131 billion.

  • Revenue $1.57B in Q4.
  • Net loss $(452)M; EPS $(0.89).
  • Adjusted EBITDA $898M.
  • Revenue backlog $66.8B.

Headline financials

Total Revenue

$1.57B

No prior period
EPS (adj)

-$0.89

No prior period
Adjusted EBITDA

$898M

No prior period
Adjusted EBITDA Margin

57.0%

No prior period
Adjusted Operating Income

$88M

No prior period
Adjusted Net Loss

-$284M

No prior period
Revenue Backlog

$66.8B

No prior period
Net Income

-$452M

No prior period
Operating Income

$898M

No prior period
Gross Profit

$1.06B

No prior period

Revenue & EPS history

CoreWeave Inc · Revenue · Quarterly

$1.57B

Q4 2025
Beat estimate in 3 of 3 quarters(100%)
ActualEstimate

Forward guidance

Hypergrowth capex plan supported by contracted backlog and GPU infrastructure expansion.

Tailwinds

  • Fastest cloud to $5B annual revenue.
  • Massive contracted backlog visibility.

Headwinds

  • Large GAAP losses from depreciation and interest.
  • Execution risk scaling data centers.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 5 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-11.7%

Avg return

Earnings day

-13.8%

Avg return

5 days after

+5.1%

Avg return

30 days after

0%

0 / 5 earnings

Positive

-2.5%

Q1 2025

Best reaction

-20.7%

Q2 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-6.6%-22.3%-27.3%
Q4 2025-12.1%-18.6%-23.4%
Q3 2025-16.5%-26.7%-17.3%
Q2 2025-20.7%-34.9%-24.7%
Q1 2025-2.5%+33.8%+118.2%

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