⁠Wall St Engine
$CRWV | CoreWeave Q1'25 Earnings Highlights

🔹 Revenue: $981.6M (Est. $857.1M) 🟢; UP +420% YoY
🔹 Diluted EPS: -$1.49 (Est. -$0.12) 🔴
🔹 Adj EBITDA: $606.1M; UP +480% YoY
🔹 Adj EBITDA Margin: 62% (vs. 55% YoY)
🔹 Adj Operating Income: $162.6M; UP +550% YoY
🔹 Adj Net Loss: -$149.6M (vs. -$23.6M YoY)
🔹 Revenue Backlog: $25.9B (includes $14.7B RPO + $11.2B under contract)

GAAP Financials
🔹 Operating Loss: -$27.5M (vs. +$16.8M YoY)
🔹 Net Loss: -$314.6M (vs. -$129.2M YoY)
🔹 Net Loss Margin: -32%
🔹 Operating Expenses: $1.01B; UP +487% YoY
🔹 Interest Expense: $263.8M; UP +549% YoY
🔹 Stock-Based Comp: $177M (IPO-triggered vesting)

Strategic & Operational Updates
🔸 Secured $11.2B deal with OpenAI; drove surge in revenue backlog
🔸 Partnered with IBM to deliver compute for Granite models
🔸 Expanded to 420 MW of active compute power, 1.6 GW contracted
🔸 IPO raised $1.4B; $17.2B total raised to date
🔸 Launched CoreWeave AI Object Storage (CAIOS) and on-demand cluster scaling
🔸 Only cloud provider to earn Platinum rating from SemiAnalysis ClusterMAX™
🔸 GB200 support live across platform; MLPerf Inference v5.0 benchmark leader
🔸 Supporting NVIDIA AI Enterprise software and Cloud Functions

CEO & CFO Commentary
🔸 CEO Michael Intrator: “Strong Q1 caps off a string of milestones—IPO, OpenAI deal, and accelerating demand for our AI platform.”
🔸 CFO Nitin Agrawal: “Financials highlight the scale and opportunity; we’re investing for long-term leadership while managing capital structure efficiently.”
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⁠Wall St Engine
$IBTA | Ibotta Q1'25 Earnings Highlights

🔹 Revenue: $84.6M (Est. $82.1M) 🟢; UP +3% YoY
🔹 Adj EPS: $0.36 (Est. $0.01) 🟢

Q2'25 Guidance
🔹 Revenue: $86.5M–$92.5M (Est. $89.2M) 🟡
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⁠Wall St Engine
Digging deep into research has never been easier, but most retail investors still only spend around 6 minutes looking into a stock before buying—and just 14% of that time goes toward understanding the company’s fundamentals. Don’t skip the part that actually matters.

Your MD pinged you at 2 am staffing you on tariff research... you staffed Hebbia https://t.co/gtUKTl7I9n - Hebbia
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⁠Wall St Engine
Dick's Sporting Goods $DKS is close to acquiring Foot Locker $FL for ~$2.3B, or $24/share — nearly 90% premium to Wednesday’s close of $12.87. Deal could finalize Thursday, per WSJ.
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⁠Quiver Quantitative
BREAKING: Representative Seth Magaziner just said:

"Tonight I’m holding the floor with bipartisan allies calling for a ban on Members of Congress from trading stocks...

The people are ready for a vote."

Magaziner has introduced a bill to ban congressional stock trading. https://t.co/UAsqaLVvOZ
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⁠Wall St Engine
$GOOGL YouTube just launched “Peak Points,” a new Gemini AI-powered tool that places ads right after the most engaging parts of a video. Announced at Brandcast, this feature aims to drive better ad performance and more revenue for creators. Rolling out through 2025. – CNBC https://t.co/49V29mn2Dp
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⁠Wall St Engine
Amazon $AMZN just laid off ~100 employees in its Devices & Services division, which includes Alexa, Echo, and Ring.
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⁠Quiver Quantitative
Representative Seth Magaziner:

"I am joined tonight by a bipartisan group of members...to call for members of Congress to be banned from trading stocks"

Magaziner has a group of members from both parties speaking in support of his bill. https://t.co/OyvKj0UKJA
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⁠Quiver Quantitative
BREAKING: Representative Tim Burchett speaks in support of a ban on congressional stock trading.

Says he's doubtful that Congress has the guts to pass a ban. https://t.co/PMJjCvR092
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⁠Quiver Quantitative
"Our responsibility is to serve the people, and not our own financial interests"

- @RepMikeLevin https://t.co/2WDkXfd0d1
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