jain.com

Q1 2026 revenue guidance

Company: CoreWeave

Subject kind
guidance
Statement date
2026-08-20
Promised by
2026-03-31
Promised amount
1.95 USD
Current status
outcome unconfirmed

What the later record shows

Delivered on time · happened March 31, 2026

The Q1 2026 10-Q shows technology and infrastructure expense of $1,273 million at 61% of revenue. That implies Q1 2026 revenue of about $2.09 billion, at or above the top of the $1.9–2.0 billion guidance. Revenue is derived, not stated directly.

“Technology and infrastructure $ 1,273 $ 561 $ 712 127 % Percentage of revenue 61 % 57 %”
2026-05-07 · CoreWeave 10-Q filed 2026-05-08 View cached copy (2026-08-31)Live source ↗

Checked October 11, 2026 against filings, releases and reporting published after the claim was made. Quotes are verbatim from the linked documents.

The claim, verbatim

CoreWeave provides first-quarter 2026 revenue guidance of $1.9 billion to $2.0 billion

Source (primary)

CRWV Stock Slumps On CoreWeave's 2026 Capex Projections Doubling From Previous Year – Analysts Say Company's Investment Cycle Is 'More Pronounced Than Expected' - Stocktwits (-, news_article)
View cached copy (2026-08-31)Live source ↗

Quote: “Its first-quarter (Q1) revenue guidance of $1.9 billion to $2 billion also fell below Wall Street's $2.24 billion estimate.”

How we checked this

Checked on October 12, 2026. The cited source supports every part of this claim.

The article states that CoreWeave's first-quarter revenue guidance was $1.9 billion to $2 billion. It was issued with Q4 results in March 2026, which places it in Q1 2026.

Confirmed in the source:

What we did: Read our cached copy of the publisher (https://stocktwits.com/news-articles/markets/equity/crwv-stock-slumps-on-coreweave-capex-projections-for-2026/cZTcmZKRITh) in full (5,208 characters, retrieved August 31, 2026) and checked each assertion in the claim against it.

Additional evidence

confirms CRWV Stock Slumps On CoreWeave's 2026 Capex Projections Doubling From Previous Year – Analysts Say Company's Investment Cycle Is 'More Pronounced Than Expected' - Stocktwits

Quote: “Its first-quarter (Q1) revenue guidance of $1.9 billion to $2 billion also fell below Wall Street's $2.24 billion estimate.”

View cached copy (2026-08-31)Live source ↗

confirms CoreWeave 10-Q filed 2026-05-08

Quote: “Technology and infrastructure $ 1,273 $ 561 $ 712 127 % Percentage of revenue 61 % 57 %”

View cached copy (2026-08-31)Live source ↗

Record of changes

September 4, 2026 — stated
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.
September 5, 2026 — delayed
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.
October 9, 2026 — outcome unconfirmed
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.