CoreWeave (CRWV): FY25 Q3 earnings call, Nov 10, 2025
On its Nov 10, 2025 earnings call (FY25 Q3), CoreWeave said 6 of the 10 words Kalshi listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
10 words · 6 settled yes · our count agreed on 10 of 10- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Nvidia | Yes | 7 | 8 | ✓ | 82%transcripts from the transcript model | – |
| Storage | Yes | 6 | 7 | ✓ | 83%transcripts from the transcript model | – |
| Government | Yes | 3 | 3 | ✓ | 20%transcripts from the transcript model | – |
| Marimo | Yes | 3 | 3 | ✓ | 20%transcripts from the transcript model | – |
| CrowdStrike / Crowd Strike | Yes | 2 | 2 | ✓ | 20%transcripts from the transcript model | – |
| Meta | Yes | 1 | 1 | ✓ | 48%transcripts from the transcript model | – |
| Healthcare | No | 0 | 0 | ✓ | 63%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 55%transcripts from the transcript model | – |
| Quantum | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – |
| Shutdown / Shut Down | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
61 matches for “Customer”; 5 quoted, at least 25 words apart.
…Common Stock's best-in-class AI cloud platform far exceeds available capacity. This insatiable customer demand is a clear signal that the world's leading companies trust CoreWeave,…
…faster than any cloud in history. These results demonstrate the deep confidence customers have in CoreWeave, Inc. Class A Common Stock, the company they trust…
…more than one gigawatt of contracted capacity available to be sold to customers that we expect to largely come online within the next twelve to…
…our relationship with a leading hyperscaler, marking the sixth contract with this customer to date. In fact, nine of our 10 largest customers have now…
…are driving diversification of our revenue base. For example, the number of customers that exceeded $100 million of revenue over the last twelve months tripled…
Where the listed words were said
…Why are we going to be able to deliver the GPUs that NVIDIA uses to run its ML perf? Why are we going to be…
…Common Stock is the world's first AI cloud at hyperscale, comprising compute, storage, networking, and software purpose-built for AI workloads. Our growing cloud portfolio is…
…We recently launched CoreWeave Federal to bring our cloud services to U.S. government agencies and the defense industrial base. Already, NASA is leveraging our services…
…to accelerate this journey, including the recently announced acquisitions of Open Pipe, Marimo, and Monolith. With Open Pipe, we quickly integrated their solutions into our…
…the digital marketing landscape. We are also seeing incredible momentum within enterprises. CrowdStrike chose CoreWeave, Inc. Class A Common Stock to advance the development of…
Agents: this page as TSV at /api/v1/appearances/coreweave:2025-11-10:earnings_call · words: /api/v1/brief?appearance=coreweave:2025-11-10:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP