CRWV
CoreWeave, Inc.
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
CoreWeave, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
CoreWeave has 6 disclosed suppliers and 3 disclosed customers in SEC filings.
SentenceWe recognized an aggregate of approximately 67% of our revenue from our top customer, Microsoft, for the year ended December 31, 2025.
basisCRWV FY2025 revenue $5.1BMSFT FY2026 revenue $332BFY mismatch
SentenceOn March 30, 2026, the Company and CoreWeave amended the ELN-02 Lease to suspend the term for two of the four data halls covered by the lease (the "ELN-02 Lease Amendment") and the Company entered into a new datacenter lease with CoreWeave Compute Acquisition Co. VIII, LLC ("CoreWeave SPV"), a wholly owned subsidiary of CoreWeave, for those two data halls on substantially the same terms as the ELN-02 Lease (the "ELN-02 SPV Lease").
SentenceWe expect that our AI/HPC data center business will initially be highly dependent on a single customer, CoreWeave, and may continue to derive a significant portion of the revenue of our Data Centers operating business segment from such single customer for the foreseeable future.
SentenceSimilarly, in September 2025, we entered into an order form under an existing master services agreement pursuant to which Meta Platforms, Inc. ("Meta") initially committed to pay us up to approximately $14.2 billion through December 2031 and, as a result, we also expect Meta to be a significant customer in future periods.
SentenceIn May 2025, we entered into a master services agreement with OpenAI OpCo, LLC ("OpenAI") and in September 2025, we entered into an order form under this master services agreement pursuant to which OpenAI has committed to pay us up to approximately $6.5 billion through May 31, 2031 and, as a result, we expect OpenAI to be a significant customer in future periods.
CRWV 10-Kaccession 0001769628-26-000104
CoreWeave, Inc.
55.18
Expected move
Inputsstraddle ±17.1%
spot 54.87exp Nov 13ATM strike 55ATM straddle 11.02IV 129%