Schulz Duggan(@Schulz_Research):$CRWV | Earnings call Two Q3 price increases; more capacity allocated to short-term contracts Management said it increased pricing across SKUs by approximately 25% in July and another 10% later in the quarter. Pricing continued to rise in Q4, more than offsetting cost increases, and management is allocating more capacity to short-term opportunities where pricing justifies it. Higher pricing and a shift toward short-term contracts affect revenue potential and the duration of contracted revenue visibility.

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Schulz Duggan@Schulz_Research

2026.11.10 22:12

$CRWV | Earnings call Two Q3 price increases; more capacity allocated to short-term contracts Management said it increased pricing across SKUs by approximately 25% in July and another 10% later in the quarter. Pricing continued to rise in Q4, more than offsetting cost increases, and management is allocating more capacity to short-term opportunities where pricing justifies it. Higher pricing and a shift toward short-term contracts affect revenue potential and the duration of contracted revenue visibility.