--- title: "Live: Will CoreWeave (CRWV) Continue To Surge After Q2 Earnings" description: "CoreWeave (CRWV) is set to report its Q2 earnings, following a strong Q1 performance with revenue exceeding expectations but a significant EPS miss. Despite a decline on its IPO day, the stock has sur" type: "news" locale: "en" url: "https://longbridge.com/en/news/252727430.md" published_at: "2025-08-12T19:00:54.000Z" --- # Live: Will CoreWeave (CRWV) Continue To Surge After Q2 Earnings > CoreWeave (CRWV) is set to report its Q2 earnings, following a strong Q1 performance with revenue exceeding expectations but a significant EPS miss. Despite a decline on its IPO day, the stock has surged 256% since then. Analysts predict Q2 revenue will surpass $1 billion, driven by an $11.9B OpenAI contract and a new $4B expansion deal. Investors are keenly watching for updates on infrastructure investments and the impact of rising interest costs, as well as the potential for revenue growth from AI monetization. ## Live Updates Live Coverage Updates appear automatically as they are published. 3:00 pm CoreWeave’s IPO-era earnings showed a revenue beat but sharp EPS miss. Stock declined on day one but recovered over the next week — signaling investor willingness to back the long-term growth case despite short-term cost pressure. Quarter EPS Surprise 1-Day Move 7-Day Move 14-Day Move Q1 2025 –422.4% –2.13% +4.87% +3.71% **CoreWeave** (NASDAQ: CRWV) reports Q2 earnings after the close, marking its second quarterly update as a public company. In its short time as a public company, shares have skyrocketed, up 256% since its IPO. Analysts expect revenue to exceed $1 billion for the first time, but continued EPS losses reflect heavy infrastructure investment and rising interest costs. This report will be closely watched for execution on CoreWeave’s $11.9B OpenAI contract and backlog growth tied to its recently announced $4B expansion deal. With CapEx ramping sharply and the inference workload mix evolving, CoreWeave’s results offer a high-stakes readout on AI infrastructure monetization at hyperscale. We’ll be updating this live blog with news and analysis right after CoreWeave’s earnings hit the newswires. To receive updates, all you have to do is leave this page open, and updates will post automatically. ## What’s Expected Wall Street consensus for Q2 2025: – Revenue: $1.08 billion – EPS (Normalized): –$0.20 Full-year FY 2025 forecasts: – FY 2025 Revenue: $5.04 billion – FY 2025 EPS: –$1.21 ## Key Areas to Watch **OpenAI Contract Execution** Management confirmed an $11.9B deal with OpenAI, which is excluded from RPO due to accounting treatment. Investors will expect delivery updates and associated revenue ramping in H2. **$4B Expansion Deal Adds to Backlog** Signed in Q2 but not reflected in Q1 metrics, this additional hyperscaler contract brings total backlog to ~$29B. Execution visibility and customer concentration risks will be key talking points. **Inference Adoption as Revenue Driver** CEO emphasized growing use of infrastructure for Inference, calling it the “monetization of AI.” This shift signals broader revenue durability and potential margin leverage from existing infrastructure. **Capital Expenditures and Interest Burden** CapEx jumped to $1.9B in Q1 and is guided to $3–3.5B for Q2. With $260–$300M in Q2 interest expense, investors will scrutinize financing structures and breakeven timing. **Weights & Biases Acquisition Impact** Closed May 5. Now consolidated, this acquisition is expected to unlock access to 1,400 AI labs and enterprise clients — a key pillar in CoreWeave’s expanding go-to-market strategy. The post Live: Will CoreWeave (CRWV) Continue To Surge After Q2 Earnings appeared first on 24/7 Wall St.. ### Related Stocks - [OpenAI.NA - OpenAI](https://longbridge.com/en/quote/OpenAI.NA.md) - [CRWV.US - Coreweave](https://longbridge.com/en/quote/CRWV.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | OpenAI 高管:工程师变成 “魔法师”,AI 将开启新一轮创业狂潮 | OpenAI 内部曝光:95% 工程师已用 AI 编程,代码审查全由 Codex 接管!负责人 Sherwin Wu 预言,未来两年模型将具备数小时长任务处理能力,工程师正变为指挥智能体的 “巫师”。随着模型吞噬中间层,为 “超级个体” 服 | [Link](https://longbridge.com/en/news/275998627.md) | | 从税务会计到支付设施:OpenAI 正在为 ChatGPT 购物功能的底层琐事 “头秃” | 随着 ChatGPT 试图扩展购物功能并引入大品牌,公司可能被迫承担更多的交易处理工作,从而触发复杂的税务合规义务。如果 OpenAI 未来建立起庞大的购物业务,极有可能成为美国各州税务审计的目标。在支付基础设施方面,OpenAI 近期选择 | [Link](https://longbridge.com/en/news/275568414.md) | | 因 “太像人” 而被迫消失?OpenAI 为何永久关停 GPT-4o | OpenAI 宣布将于 2 月 13 日永久关停 GPT-4o 模型。该模型因高度拟人化和过度迎合特质,导致用户产生严重情感依赖,甚至引发自杀及心理危机等多起法律诉讼。尽管部分用户强烈抗议,公司仍决定以安全为由强制下线,转推更具防护性的替代 | [Link](https://longbridge.com/en/news/275419737.md) | | 一切向 “钱” 看!ChatGPT 正式开测广告,网上骂声一片 | OpenAI 开始对免费与低价订阅用户测试广告功能,以缓解高昂运营成本。此举引发用户强烈反对,被批损害体验与信任。竞争对手 Anthropic 借机讽刺,OpenAI CEO 则激烈回击。此举背后是为支撑其千亿美元级融资谈判,向资本市场证明 | [Link](https://longbridge.com/en/news/275435957.md) | | “OpenAI 链” 强劲反弹 | OpenAI 的 ChatGPT 月增长率已恢复到 10% 以上,计划本周推出新模型,推动复苏。Similarweb 报告显示,ChatGPT 在 2026 年首月实现应用下载量和月活跃用户数的增长,Codex 使用量增长约 50%。同时, | [Link](https://longbridge.com/en/news/275376241.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.