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InsightBLOGMay 11, 20261 min read
CoreWeave, Inc. (CRWV) — Q1 2026 Results
By alphaseeker84
Primary Source Material
Published via substack_alphaseeker84
CoreWeave's Q1 2026 was the most commercially productive quarter in its short public life. Revenue of $2.1B beat estimates by roughly 5-8% and grew 112% YoY. The real headline was >$40B of new commitments, pushing backlog to $99.4B — a number that exceeds any public estimate and dwarfs what most AI ...
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