Schulz Duggan(@Schulz_Research):$CRWV | Earnings call Largely sold out through 2027; marketed 2028 capacity sold Management said CoreWeave is largely sold out through 2027. It clarified that 2028 is not fully sold out, but all infrastructure offered to the market for that year has been sold. This provides concrete sales visibility for future capacity amid investor concerns about industry oversupply.

2026.11.10 22:40

$CRWV | Earnings call Largely sold out through 2027; marketed 2028 capacity sold Management said CoreWeave is largely sold out through 2027. It clarified that 2028 is not fully sold out, but all infrastructure offered to the market for that year has been sold. This provides concrete sales visibility for future capacity amid investor concerns about industry oversupply.

Schulz Duggan@Schulz_Research

2026.11.10 22:36

$CRWV | Earnings call Parent-level capital needs expected below five billion through 2027 Management expects to raise less than five billion in incremental parent-level capital through 2027, after accounting for available funding sources. This quantifies the previously described limited need for parent-level financing.