CoreWeave Inc-A 2026年季度报告

FORM 10-Q_________________________ (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2026 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the transition period from __________ to ________________ Commission file number 001-42563_________________________ CoreWeave, Inc.(Exact name of registrant as specified in its charter)_________________________ Delaware(State or other jurisdiction ofincorporation or organization)290 W Mt. Pleasant Ave., Suite 4100Livingston, NJ(Address of Principal Executive Offices) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities ExchangeAct of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has beensubject to such filing requirements for the past 90 days. YesNo☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant toRule 405 of Regulation S-T (§ 232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant wasrequired to submit such files). YesNo Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reportingcompany, or an emerging growth company. See the definitions of "large accelerated filer," "accelerated filer," "smaller reporting company,"and "emerging growth company" in Rule 12b-2 of the Exchange Act. Large accelerated filerAccelerated filerNon-accelerated filer☒Smaller reporting companyEmerging growth company If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complyingwith any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Act). YesNo☒ As of April 30, 2026, CoreWeave, Inc. had outstanding 447,573,939 shares of Class A common stock, 97,996,407 shares of Class Bcommon stock, and 0 shares of Class C common stock, each with a par value of $0.000005. TABLE OF CONTENTS Special Note Regarding Forward-Looking Statements Part I - Financial InformationItem 1. Financial Statements (Unaudited)Item 2. Management's Discussion and Analysis of Financial Condition and Results of OperationsItem 3. Quantitative and Qualitative Disclosures About Market RiskItem 4. Controls and Procedures Item 1. Legal ProceedingsItem 1A. Risk FactorsItem 2. Unregistered Sales of Equity Securities and Use of ProceedsItem 3. Defaults Upon Senior SecuritiesItem 4. Mine Safety DisclosuresItem 5. Other InformationItem 6. Exhibits SPECIAL NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q contains forward-looking statements. All statements contained in this Quarterly Report on Form10-Q other than statements of historical fact, including statements regarding our future operating results and financial position, our businessstrategy and plans, and our objectives for future operations, are forward-looking statements. The words "believe," "may," "will," "estimate,""potential," "continue," "anticipate," "intend," "expect," "could," "would," "project," "plan," "target," and similar expressions are intended toidentify forward-looking statements. Forward-looking statements contained in this Quarterly Report on Form 10-Q include, but are not limited to, statements about: •our future financial performance, including our expectations regarding our revenue, cost of revenue, operating margin, operatingexpenses, including changes in operating expenses, and our ability to achieve and maintain future profitability;•our business plan and our ability to effectively manage our growth and maintain our corporate culture;•anticipated trends, growth rates, and challenges in our business and in the markets in which we operate;•market acceptance of our platform, solutions, and services;•beliefs and objectives for future operations;•our ability to successfully retain and expand usage of our existing customers and attract new customers;•the percentages of remaining performance obligations that we expect to recognize as revenue over respective future periods;•our ability to develop and introduce new products and solutions and bring them to market in a timely manner;•our expectations concerning relationships with third parties, including IT service providers, business partners, vendors, suppliers,and cloud-based service providers;•our ability to maintain, protect, and enhance our intellectual property rights;•our ability to expand internationally;•the effects of increased competition in our markets and