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Q1 2026 revenue guidance

Company: CoreWeave

Subject kind
guidance
Statement date
2026-09-05
Promised by
2026-03-31
Promised amount
1.9 billion 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, meeting or beating the $1.9–2.0 billion outlook. 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

First-quarter 2026 revenue outlook of $1.9 billion to $2 billion

Source (primary)

CRWV Stock Slips Premarket After Michael Burry Revives Dot-Com Parallels — Wall Street Still Bets On Massive Upside - Stocktwits (-, news_article)
View cached copy (2026-09-06)Live source ↗Archive.org ↗

Quote: “Its first-quarter revenue outlook of $1.9 billion to $2 billion”

How we checked this

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

The article, written in March 2026 after CoreWeave's Q4 results, reports the company's first-quarter revenue outlook of $1.9 billion to $2 billion. It also notes this fell short of Wall Street's $2.24 billion estimate.

Confirmed in the source:

What we did: Read our cached copy of the publisher (https://stocktwits.com/news-articles/markets/equity/crwv-stock-slips-premarket-michael-burry-dot-com-parallels-wall-street-sees-upside/cZd3RugRIcp) in full (6,374 characters, retrieved September 6, 2026) and checked each assertion in the claim against it.

Additional evidence

confirms CRWV Stock Slips Premarket After Michael Burry Revives Dot-Com Parallels — Wall Street Still Bets On Massive Upside - Stocktwits

Quote: “Its first-quarter revenue outlook of $1.9 billion to $2 billion”

View cached copy (2026-09-06)Live source ↗Archive.org ↗

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 6, 2026 — stated
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.
September 7, 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.