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.
38 matches for “Infrastructure”; 5 quoted, at least 25 words apart.
…its Jet Propulsion Lab. We are honored to help strengthen America's AI infrastructure, enabling agencies to accelerate innovation and address critical missions and our national…
…approaching expiration. Two quarters in advance, the customer proactively recontracted for the infrastructure at a price within 5% of the original agreement. This is a…
…excellence with a rapidly diversifying customer base. We deliver the most performing infrastructure, the fastest time to market, and the most advanced capabilities in the…
…million. We continue to ramp our investments in data center and server infrastructure to execute against our growing revenue backlog, which contributed to the increase…
…in 2024 due to increased debt to support the scaling of our infrastructure, partly offset by the benefit from better interest rates on our debt…
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…
…presence in Scotland, which is being developed in partnership with the UK government. And as we announced over the course of the summer, we have…
…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…
…we executed large-scale compute contracts with many of our largest customers, including Meta and OpenAI. Each represents a meaningful expansion of existing relationships and a…
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