CoreWeave (CRWV): FY26 Q2 earnings call, Aug 11, 2026
On its Aug 11, 2026 earnings call (FY26 Q2), CoreWeave said 5 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
13 words · 5 settled yes · our count agreed on 13 of 13- 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 3+ times | Yes | 9 | 9 | ✓ | 75%transcripts from the transcript model | – |
| Storage | Yes | 3 | 4 | ✓ | 91%n=1+tx from settlement history blended with transcripts | – |
| Solidigm | Yes | 2 | 3 | ✓ | 17%transcripts from the transcript model | – |
| Government | Yes | 1 | 1 | ✓ | 44%n=1+tx from settlement history blended with transcripts | – |
| Autonomous | Yes | 1 | 1 | ✓ | 36%transcripts from the transcript model | – |
| Meta | No | 0 | 1 | ✓ | 60%n=1+tx from settlement history blended with transcripts | – |
| Marimo | No | 0 | 0 | ✓ | 44%n=1+tx from settlement history blended with transcripts | – |
| CrowdStrike / Crowd Strike | No | 0 | 0 | ✓ | 39%n=1+tx from settlement history blended with transcripts | – |
| Anthropic | No | 0 | 0 | ✓ | 36%transcripts from the transcript model | – |
| China / Chinese | No | 0 | 0 | ✓ | 36%transcripts from the transcript model | – |
| Healthcare | No | 0 | 0 | ✓ | 33%n=1+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 0 | ✓ | 18%n=1+tx from settlement history blended with transcripts | – |
| Quantum | No | 0 | 0 | ✓ | 14%n=1+tx from settlement history blended with transcripts | – |
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.
15 matches for “Revenue”; 5 quoted, at least 25 words apart.
…capacity growth, broadening customer demand, and continued platform innovation. We generated record revenue of $2.6 billion, up 112% year-over-year, increased revenue backlog to $104 billion,…
That leadership is converting directly into revenue. In the past few months since its launch, booked ARR for our managed inference platform has grown from…
…each new build becomes a smaller part of the whole, while contracted revenue from existing deployments remains in place. This is how we are transforming…
…corporate-level capital to finance its build-out. Once the cluster is delivered, contracted revenue ramps, becoming predictable and highly cash flow generative. This is all considered…
…enabled by our industry-leading AI cloud services. Now turning to Q2 results. Revenue was $2.6 billion in Q2, up 112% year-over-year and 24% sequentially, driven…
Where the listed words were said
…not exist before. Caterpillar is a powerful example. Together, we will deploy NVIDIA's Vera Rubin platform to support Caterpillar's physical AI training and inference at…
…require our platform, which integrates these capabilities with a broader portfolio of storage, CPU, and networking services across a distributed footprint of data centers globally.…
…NVIDIA and our OEM and ODM partners, our recent long-term agreement with Solidigm is one illustration of how we are de-risking access to the critical…
…That is based on transparency. You have to work with the local governments. You have to work with the utilities. You have to work with…
Agents: this page as TSV at /api/v1/appearances/coreweave:2026-08-11:earnings_call · words: /api/v1/brief?appearance=coreweave:2026-08-11:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP