POPA Recon[Yonhap Infomax] Coreweave, strong performance and guidance raised
[Yonhap Infomax] Coreweave, strong performance and guidance raised • Coreweave exceeded the consensus by $0.2 billion with sales of $2.58 billion (+112.5% YoY) in the second quarter of 2026. • GAAP EPS was -$1.14, exceeding the consensus of -$1.21 by $0.07. • Non-GAAP adjusted EBITDA of $1.51 billion (+100.5%) with margin of 59% (-3 percentage points). • Capital expenditures amounted to approximately $9.4 billion, more than three times more than the same period last year, and the annual capital expenditure forecast was also revised upward. • Guidance for the third quarter of 2026 suggests sal…
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