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Revenue Backlog

All articles tagged with #revenue backlog

industries32 minutes ago•24 min saved

CoreWeave rides AI momentum to beat earnings as backlog surges and guidance rises

CoreWeave reported Q2 revenue of $2.58 billion and an adjusted net loss of $567 million, beating expectations and leaving a backlog of $104 billion, as AI infrastructure demand remains strong. The stock jumped about 14% after hours, with management calling the quarter an important inflection point driven by capacity expansion and operating leverage. The company highlighted notable customer wins (including Isomorphic Labs) and Nvidia collaboration, flagged a sharply higher capex run rate (about $9.4 billion this quarter), and raised full-year guidance to $12.4–$13.2 billion and Q3 guidance to $3.45–$3.6 billion, with margins expected to climb into the low teens by Q4.

via MarketWatch|

#ai-infrastructure #artificial-intelligence #cloud-computing

business2 hours ago•26 min saved

CoreWeave rides AI cloud demand surge to $2.6B quarterly revenue, $104B backlog

CoreWeave reported Q2 2026 revenue of $2.575B with a net loss of $626M but adjusted EBITDA of $1.51B and adjusted operating income of $128M, as demand for its AI-focused cloud accelerates. Revenue backlog stood at about $104B as of June 30, 2026, with major enterprise and AI-lab wins and rapid infrastructure expansion (roughly 1.5 GW active power and ~3.7 GW contracted). The company also announced financing and partnerships (a $3.1B term loan, a $1B investment from Jane Street) and was selected for the Nasdaq-100, with forward guidance to be provided on the earnings call.

via CoreWeave|

#ai-infrastructure #business #coreweave

technology3 months ago•20 min saved

CoreWeave Nears $100B Backlog as Q1 2026 Revenue Rockets

CoreWeave posted Q1 2026 revenue of $2.08B (versus $0.98B a year earlier) with a net loss of $740M and adjusted EBITDA of $1.16B, while reporting a record $99.4B revenue backlog and more than 1 GW of active power contracted to over 3.5 GW. The quarter featured major wins with Meta (a $21B commitment) and Anthropic, plus a $2B NVIDIA investment and an $8.5B DDTL facility, underscoring rapid AI-infrastructure scale and expanded offerings such as Dedicated Inference and ARENATM.

via Business Wire|

#ai-infrastructure #coreweave #nvidia-investment

technology3 months ago•8 min saved

Anthropic Bets $200B on Google Cloud and Chips in Five-Year Pact

Anthropic plans to spend about $200 billion with Google over five years as part of a deal to dramatically expand Google Cloud capacity and chip supply, representing more than 40% of Google's disclosed cloud revenue backlog and underscoring Anthropic’s role in the AI-infrastructure race.

via The Information|

#ai-chips #anthropic #cloud

business5 months ago•27 min saved

CoreWeave Posts Record 2025 Revenue Backlog as AI Cloud Expands

CoreWeave reported strong Q4 2025 and full-year results, with revenue of $1.57B in Q4 and $5.13B for 2025, and a net loss of $452M for Q4 and $1.17B for the year due to interest expense and non-GAAP adjustments. Adjusted EBITDA reached $898M in Q4 and $3.09B for the year. Revenue backlog grew to $66.8B, underscoring strong demand visibility as the company expands its AI cloud footprint. CoreWeave added about 260 MW of capacity (now >850 MW) and has ~3.1 GW of contracted power, completed its IPO in March 2025 (Nasdaq: CRWV), and pursued acquisitions (Monolith, Marimo) and partnerships to broaden its platform, including federal offerings.

via CoreWeave|

#acquisitions #ai-cloud #business