{"id":128618,"date":"2025-11-10T23:11:07","date_gmt":"2025-11-10T23:11:07","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/128618\/"},"modified":"2025-11-10T23:11:07","modified_gmt":"2025-11-10T23:11:07","slug":"coreweaves-earnings-beat-shows-that-the-ai-trade-is-far-from-over","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/128618\/","title":{"rendered":"CoreWeave\u2019s earnings beat shows that the AI trade is far from over"},"content":{"rendered":"<p>Published: Nov. 10, 2025 at 4:47\u202fp.m. ET<\/p>\n<p class=\"e1bc1vag0 css-1dqcy4b-StyledNewsKitParagraph\" data-type=\"paragraph\" font-size=\"16\">CoreWeave\u2019s third-quarter earnings report showed that demand for artificial-intelligence compute is alive and well as the company posted $1.36 billion in revenue for the quarter, soaring past Wall Street consensus expectations of $1.29 billion.<\/p>\n<p class=\"e1bc1vag0 css-1dqcy4b-StyledNewsKitParagraph\" data-type=\"paragraph\" font-size=\"16\">But more important than revenue was CoreWeave\u2019s <a data-type=\"phrase\" href=\"https:\/\/www.marketwatch.com\/investing\/stock\/crwv\" target=\"_blank\" class=\"ekxajjj0 css-1y1y9ag-OverridedLink\" rel=\"nofollow noopener\">CRWV<\/a> remaining performance obligations, or the future revenue from contracts not yet fulfilled. The cloud-computing company\u2019s RPO swelled to $55.6 billion from $30.1 billion last quarter thanks to several multimillion-dollar contracts with high-profile customers such as OpenAI, Meta Platforms <a data-type=\"phrase\" href=\"https:\/\/www.marketwatch.com\/investing\/stock\/meta\" target=\"_blank\" class=\"ekxajjj0 css-1y1y9ag-OverridedLink\" rel=\"nofollow noopener\">META<\/a> and Nvidia <a data-type=\"phrase\" href=\"https:\/\/www.marketwatch.com\/investing\/stock\/nvda\" target=\"_blank\" class=\"ekxajjj0 css-1y1y9ag-OverridedLink\" rel=\"nofollow noopener\">NVDA<\/a> that were signed in the third quarter.<\/p>\n","protected":false},"excerpt":{"rendered":"Published: Nov. 10, 2025 at 4:47\u202fp.m. ET CoreWeave\u2019s third-quarter earnings report showed that demand for artificial-intelligence compute is&hellip;\n","protected":false},"author":2,"featured_media":128619,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[365,89162,89156,363,89153,364,89161,732,89159,51179,89157,38588,44547,47880,38589,4568,89155,89160,77249,47884,111,139,89163,89158,69,6848,42775,89154,19201,145],"class_list":["post-128618","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-analysts-comments","tag-analysts-comments-recommendations","tag-artificial-intelligence","tag-artificial-intelligence-technologies","tag-artificialintelligence","tag-ce-industry-news-filter","tag-cloud-computing","tag-content-types","tag-contracts","tag-contracts-orders","tag-coreweave-inc-cl-a","tag-corporate","tag-corporate-industrial-news","tag-crwv","tag-earnings","tag-earnings-surprises","tag-factiva-filters","tag-financial-performance","tag-industrial-news","tag-new-zealand","tag-newzealand","tag-non-government-contracts","tag-non-government-contracts-orders","tag-nz","tag-orders","tag-recommendations","tag-sales-figures","tag-synd","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/128618","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=128618"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/128618\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/128619"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=128618"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=128618"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=128618"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}