CoreWeave, Inc. (CRWV) Q2 2026 Earnings Call Transcript

CoreWeave, Inc. ( CRWV ) Q2 2026 Earnings Call August 11, 2026 5:00 PM EDT Company Participants Michael Intrator - Co-founder, President, CEO & Chairman Nitin Agrawal - CFO & Treasurer Conference Call Participants Samik Chatterjee - JPMorgan Chase & Co, Research Division Brad Zelnick - Deutsche Bank AG, Research Division Jyhhaw Liu - Evercore ISI Institutional Equities, Research Division Raimo Lenschow - Barclays Bank PLC, Research Division Michael Turrin - Wells Fargo Securities, LLC, Research Division Brett Knoblauch - Cantor Fitzgerald & Co., Research Division Presentation Operator Hello, everyone. Thank you for joining us, and welcome to CoreWeave's Second Quarter 2026 Earnings Call. [Operator Instructions] I will now hand the conference over to CoreWeave. Please go ahead. Unknown Executive Thank you. Good afternoon, and welcome to CoreWeave's Second Quarter 2026 Earnings Conference Call. Joining the call today to discuss our results are Mike Intrator, CEO; and Nitin Agrawal, CFO. Before we get started, I would like to take this opportunity to remind you that our remarks today will include forward-looking statements. Actual results may differ materially from those contemplated by these forward-looking statements because of factors that are set forth in today's earnings press release and in our quarterly report on Form 10-Q to be filed with the SEC. Any forward-looking statements that we make on this call are based on assumptions as of today, and we undertake no obligation to update these statements as a result of new information or future events. During this call, we will present both GAAP and certain non-GAAP financial measures. A reconciliation of GAAP to non-GAAP measures is included in today's earnings press release. The earnings press release and an accompanying investor presentation are available on our website at investors.coreweave.com. A replay of this call will also be available on our Investor Relations website. And now I'd like to turn the call over