Analysis published 22 Jul 2026
AI-generated · cited to primary sources · not investment advice
CoreWeave, Inc. - Class A Common Stock (CRWV) Dec 2025 Filing Analysis
04 · Risk
What could break the thesis?
SBC, Dilution, and Free Cash Flow
Net losses increased from $863 million in 2024 to $1.17 billion in 2025. Cash used in investing activities (primarily GPU and data center equipment) exceeded $10 billion for the year, indicating a massive and growing capital burn rate. (1 intensifying, 1 resolved)
“Net loss and comprehensive loss $ (1,167) [million]... Cash paid for property and equipment was $10.3 billion and $8.7 billion, respectively.”
CoreWeave, Inc. - Class A Common Stock · Annual Report · Dec 2025 · p.78
See the full cited Risk analysis of CoreWeave, Inc. - Class A Common Stock
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