10-QPeriod: Q2 FY2025

CoreWeave, Inc. Quarterly Report for Q2 Ended Jun 30, 2025

Filed August 13, 2025For Securities:CRWV

Summary

CoreWeave, Inc. reported significant revenue growth in the three and six months ended June 30, 2025, with revenue increasing by 207% and 276% year-over-year, respectively. This growth is driven by strong demand for its cloud infrastructure services, particularly from existing customers, and its ability to scale operations rapidly. The company completed its Initial Public Offering (IPO) in March 2025, raising $1.4 billion in net proceeds, and has since been actively managing its capital structure, including securing substantial debt financing to support its expansion. Despite the impressive revenue growth, CoreWeave continues to operate at a net loss, with a significant accumulated deficit. The company's expenses, particularly in technology and infrastructure, cost of revenue, and general and administrative categories, have increased substantially, reflecting aggressive investment in growth and infrastructure. The acquisition of Weights & Biases for $1.0 billion in May 2025, and the pending acquisition of Core Scientific, Inc., indicate a strategic focus on expanding capabilities and market position. While liquidity remains strong due to the IPO proceeds and available credit facilities, investors should note the company's substantial debt load and ongoing investments, which contribute to the current net losses. Management is actively working to remediate identified material weaknesses in internal controls over financial reporting.

Financial Statements
Beta
Revenue$1.21B
Cost of Revenue$312.67M
Gross Profit$900.12M
R&D Expenses$80.00M
Operating Expenses$1.19B
Operating Income$19.21M
Interest Expense$256.16M
Net Income-$290.51M
EPS (Basic)$-0.60
EPS (Diluted)$-0.60
Shares Outstanding (Basic)486.59M
Shares Outstanding (Diluted)486.59M

Key Highlights

  • 1Revenue surged by 207% year-over-year for the three months ended June 30, 2025, and 276% for the six months ended June 30, 2025.
  • 2The company successfully completed an Initial Public Offering (IPO) in March 2025, raising approximately $1.4 billion in net proceeds.
  • 3CoreWeave incurred a net loss of $290.5 million for the three months ended June 30, 2025, and $605.1 million for the six months ended June 30, 2025.
  • 4Total assets grew significantly to $26.2 billion as of June 30, 2025, driven by substantial investments in property and equipment, particularly technology equipment.
  • 5Total debt increased to $11.17 billion as of June 30, 2025, reflecting significant financing activities to support expansion.
  • 6Acquisition of Weights & Biases for $1.0 billion was completed in May 2025, aimed at enhancing AI developer platform capabilities.
  • 7The company has reported material weaknesses in its internal control over financial reporting and is actively implementing remediation efforts.

Frequently Asked Questions

CoreWeave reported revenue of $1.21 billion for the three months ended June 30, 2025, representing a substantial 207% increase compared to the same period in the prior year. For the six months ended June 30, 2025, revenue reached $2.19 billion, a 276% increase year-over-year.

No, CoreWeave is not currently profitable. The company reported a net loss of $290.5 million for the three months ended June 30, 2025, and $605.1 million for the six months ended June 30, 2025. The company has an accumulated deficit of $2.1 billion as of June 30, 2025, reflecting significant ongoing investments in growth and infrastructure.

Following its IPO in March 2025, CoreWeave raised approximately $1.4 billion in net proceeds, significantly bolstering its cash position. Total assets increased substantially to $26.2 billion as of June 30, 2025, driven by investments in property and equipment. However, the company also increased its total debt to over $11.1 billion to finance its expansion. While liquidity appears strong, the company continues to operate at a loss.

CoreWeave completed its IPO in March 2025 and acquired Weights & Biases, Inc. in May 2025 for $1.0 billion to enhance its AI developer platform. Additionally, the company has entered into a definitive agreement to acquire Core Scientific, Inc., a data center infrastructure provider, which is expected to further verticalize its operations. These strategic actions highlight a strong focus on expanding market share and capabilities in the AI infrastructure space.