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First quarter 2026 revenue outlook

Company: CoreWeave

Subject kind
guidance
Statement date
2026-09-05
Promised by
2026-03-31
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 will be between $1.9 billion and $2.0 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 part of this claim, but not all of it.

The article reports $1.9 billion to $2 billion only as the company's revenue outlook. It does not establish that actual first-quarter revenue will land in that range, which the claim states as fact.

Confirmed in the source:

We could not confirm this from the cited source:

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 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.