$CRWV CRUSHED THEIR Q3 EARNINGS
โข Revenue: $3.66B vs. Est. $3.54B
โข EPS: ($1.24) vs. Est. ($1.55)
โข Adj. Operating Income: $379M vs. Est. $246M
โข Total Contracted Power: ~3.7 GW
โข Active Power: ~1.7 GW (doubled since start of year)
โข Backlog: $133B (+30% sequential growth)
FY26 Guidance
โข Revenue: $13.2B vs. Est. $12.5B
โข CapEx $38B vs. Est. $36B
โข Exit ARR: $21B