Q4 2025 new colocation customer signing
Company: Core Scientific
What the later record shows
The date slipped
No new colocation customer is announced in the Q4 2025 materials. The 10-K still describes CoreWeave as the single colocation customer.
“Currently our high-density colocation business is highly dependent on a single customer. One customer, CoreWeave, currently accounts for 100% of our Colocation segment revenue.”
2026-03-01 · Core Scientific 10-K filed 2026-03-02 View cached copy (2026-08-31)Live source ↗
Checked October 10, 2026 against filings, releases and reporting published after the claim was made. Quotes are verbatim from the linked documents.
The claim, verbatim
Expects signing of at least one new colocation customer by Q4 2025
Source (primary)
core-scientific 8-K exhibit (ef20057996_ex99-1.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-09-27)Live source ↗
Quote: “Signing of at least one new colocation customer”
How we checked this
Checked on October 12, 2026. The cited source supports part of this claim, but not all of it.
The presentation lists signing at least one new colocation customer under 'What to expect by Q4 earnings'. It does not say this would happen by Q4 2025 itself.
Confirmed in the source:
- The company listed signing at least one new colocation customer as something investors should expect
We could not confirm this from the cited source:
- The expected timing is by Q4 2025; the document says 'by Q4 earnings', meaning by the fourth-quarter earnings report rather than by the end of the fourth quarter
That does not mean it is false — only that this source does not establish it, as of the date above. If we find a source that settles it, we will re-check and update this page.
What we did: Read our cached copy of SEC EDGAR (8-K Ex) (https://www.sec.gov/Archives/edgar/data/1839341/000114036125039864/ef20057996_ex99-1.htm) in full (11,284 characters, retrieved September 27, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms core-scientific 8-K exhibit (ef20057996_ex99-1.htm)
Quote: “Signing of at least one new colocation customer”
delays Core Scientific 10-K filed 2026-03-02
Quote: “Currently our high-density colocation business is highly dependent on a single customer. One customer, CoreWeave, currently accounts for 100% of our Colocation segment revenue.”