CoreWeave (CRWV): FY25 Q3 earnings call, Nov 10, 2025

Mon, Nov 10Earnings callSpeaker-labelled transcriptCoreWeave

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.

Updated

Markets

10 words · 6 settled yes · our count agreed on 10 of 10

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Nvidia Yes78✓82%transcripts from the transcript model–
Storage Yes67✓83%transcripts from the transcript model–
Government Yes33✓20%transcripts from the transcript model–
Marimo Yes33✓20%transcripts from the transcript model–
CrowdStrike / Crowd Strike Yes22✓20%transcripts from the transcript model–
Meta Yes11✓48%transcripts from the transcript model–
Healthcare No00✓63%transcripts from the transcript model–
Tariff No00✓55%transcripts from the transcript model–
Quantum No00✓20%transcripts from the transcript model–
Shutdown / Shut Down No00✓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 words

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

1 match for “Meta”; 1 quoted, at least 25 words apart.

Michael Intratorcompanyprepared

…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…

Where the listed words were said

Michael Intratorcompany“Nvidia” · qa

…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…

Michael Intratorcompany“Storage” · prepared

…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…

Michael Intratorcompany“Government” · prepared

…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…

Michael Intratorcompany“Marimo” · prepared

…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…

Michael Intratorcompany“CrowdStrike / Crowd Strike” · prepared

…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