Customer concentration Q2 2026
Company: CoreWeave
The claim, verbatim
In the June 2026 quarter, Customer A was 36% of revenue, Customer B 26% and Customer C 10%. In the half, A was 40% and B 23%. At 30 June, A and B were each 32% of receivables.
Source (primary)
Astera Labs, Nebius, CoreWeave: ALAB +7.58% to $389.80, NBIS +7.44% to $249.87, CRWV +4.95% to $91.72 - FinanceFeeds (-, news_article)
View cached copy (2026-10-08)Live source ↗Archive.org ↗
Quote: “In the quarter, Customer A was 36 percent of revenue, Customer B 26 percent and Customer C 10 percent. In the half, A was 40 percent and B was 23 percent. At 30 June, A and B were each 32 percent of receivables.”
How we checked this
Checked on October 13, 2026. The cited source supports every part of this claim.
The article reports all of these concentration figures from CoreWeave's 10-Q.
Confirmed in the source:
- In the June 2026 quarter, CoreWeave's Customer A was 36% of revenue, Customer B 26% and Customer C 10%
- In the first half of 2026, Customer A was 40% and Customer B 23% of revenue
- At 30 June 2026, Customers A and B were each 32% of receivables
What we did: Read our cached copy of the publisher (https://financefeeds.com/astera-labs-alab-7-58-percent-389-80-nebius-nbis-7-44-percent-249-87-coreweave-crwv-4-95-percent-91-72/) in full (26,139 characters, retrieved October 8, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Astera Labs, Nebius, CoreWeave: ALAB +7.58% to $389.80, NBIS +7.44% to $249.87, CRWV +4.95% to $91.72 - FinanceFeeds
Quote: “In the quarter, Customer A was 36 percent of revenue, Customer B 26 percent and Customer C 10 percent. In the half, A was 40 percent and B was 23 percent. At 30 June, A and B were each 32 percent of receivables.”