Schulz Duggan(@Schulz_Research):$CRWV | Earnings call Next DDTL expected within weeks at 7–7.5% yield Management expects to launch its next DDTL in the coming weeks, with multiple rating agencies indicating a high investment-grade rating. Based on early discussions and current rates, management expects a 7–7.5% yield while financing more than 90% of associated capital expenditure. The planned facility would fund most associated deployment costs at a lower yield than the previously disclosed upper end of loan pricing.

2026.11.10 22:31

$CRWV | Earnings call Next DDTL expected within weeks at 7–7.5% yield Management expects to launch its next DDTL in the coming weeks, with multiple rating agencies indicating a high investment-grade rating. Based on early discussions and current rates, management expects a 7–7.5% yield while financing more than 90% of associated capital expenditure. The planned facility would fund most associated deployment costs at a lower yield than the previously disclosed upper end of loan pricing.

Schulz Duggan@Schulz_Research

2026.11.10 22:28

$CRWV | Earnings call Q4 deliveries pulled into Q3; construction in progress declines Management said Q3 capital expenditure of $14.5 billion exceeded guidance because certain Q4 deliveries were pulled forward. Construction in progress fell to 9.3 billion from 11.9 billion as infrastructure was deployed against power available late in Q2. The spending overshoot reflects accelerated deliveries and conversion of unfinished infrastructure into deployed capacity.