CoreWeave (CRWV): FY25 Q1 earnings call, May 14, 2025

Wed, May 14Earnings callSpeaker-labelled transcriptCoreWeave

No Kalshi or Polymarket word markets were listed for CoreWeave’s May 14, 2025 earnings call (FY25 Q1). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

10 matches for “OpenAI”; 5 quoted, at least 25 words apart.

Michael Intratorcompanyprepared

…and 550% respectively year-on-year. In Q1, we completed a strategic deal with OpenAI, the contract value for which is up to $11.9 billion. We have…

Nitin Agrawalcompanyprepared

…contracts was $259 billion up 63% year-over-year. In March, we signed an OpenAI strategic deal, the contract value for which is up to $11.9 billion…

Nitin Agrawalcompanyprepared

…our platform to meet customer demand. This FY 2025 guidance reflects the OpenAI contract we signed in March, the recent $4 billion expansion with the…

Keith Weissanalystqa

…the differentiation between like what this goes into backlog, in particular the OpenAI contract? What is it about that contract that doesn't put it into…

Nitin Agrawalcompanyqa

…So thank you, Keith, for your question. The accounting treatment for the OpenAI deal has not yet been finalized. Hence, we are not including it…

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