CoreWeave 第三季度营收 36.61 亿美元、同比增 168%：在手订单 1325 亿美元，全年营收指引上调至 130 亿至 133 亿美元
超级智能（SI）云服务商 CoreWeave（纳斯达克代码：CRWV）11月10日公布截至 2026 年 9 月 30 日的第三季度业绩：营收 36.61 亿美元，较上年同期的 13.65 亿美元增长 168%，较上一季度增加逾 10 亿美元。公司联合创始人、董事长兼首席执行官 Michael Intrator 称这是公司的一个突破性季度。财报公布后，公司股价 11 月 11 日早盘一度上涨约 15%。
利润方面，第三季度营业利润为 2.07 亿美元，上年同期为 5200 万美元；净利息支出 8.46 亿美元，高于上年同期的 3.10 亿美元，净亏损因此扩大至 7.09 亿美元，上年同期为净亏损 1.10 亿美元，每股净亏损 1.27 美元。不按美国通用会计准则计算，调整后息税折旧摊销前利润为 22.56 亿美元，调整后营业利润 3.79 亿美元，调整后营业利润率 10%，较公司原计划提前一个季度达到两位数。
订单与产能方面，截至 9 月 30 日，公司在手收入订单约为 1325 亿美元。第三季度公司新增逾 200 兆瓦投运电力，投运总规模超过 1.7 吉瓦，较年初翻了一倍多；签约电力总量增加逾 900 兆瓦，达到 4.6 吉瓦以上。Intrator 表示，公司的增长有多个资金来源支撑，其中仅未来三个月就预计收到约 90 亿美元的客户预付款与订金。
公司同日上调全年指引：2026 年营收指引升至 130 亿至 133 亿美元，调整后营业利润指引升至 12.75 亿至 13.75 亿美元，全年资本开支预计 370 亿至 390 亿美元，第四季度利息支出预计 10.5 亿至 11.5 亿美元，年末年化运行收入指引上调至 200 亿至 210 亿美元。CoreWeave 2017 年创立，总部位于新泽西州 Livingston，2025 年 3 月在纳斯达克上市，为多家头部基础模型厂商与企业客户提供算力基础设施与软件服务。
CoreWeave Third-Quarter Revenue Rises 168% to $3.66 Billion: Backlog Reaches $132.5 Billion, Full-Year Guidance Raised to $13.0-13.3 Billion
CoreWeave, Inc. (Nasdaq: CRWV), a cloud provider built for super intelligence (SI) workloads, on November 10 reported results for the third quarter ended September 30, 2026: revenue of $3.661 billion, up 168% from $1.365 billion a year earlier and up more than $1 billion sequentially. Co-founder, chairman and chief executive Michael Intrator called it a breakout quarter for the company. Shares rose about 15% in early trading on November 11 after the report.
Operating income was $207 million, compared with $52 million a year earlier. Net interest expense rose to $846 million from $310 million a year earlier, and the net loss widened to $709 million, compared with a net loss of $110 million a year earlier, or $1.27 per share. On a non-GAAP basis, adjusted EBITDA was $2.256 billion and adjusted operating income was $379 million, a 10% adjusted operating margin reached a quarter ahead of plan.
Revenue backlog was approximately $132.5 billion as of September 30. The company added more than 200 megawatts of active power in the quarter to reach over 1.7 gigawatts, more than double its active footprint since the start of the year, and grew total contracted power by more than 900 megawatts to over 4.6 gigawatts. Intrator said growth is supported by multiple funding sources, including about $9 billion in customer prepayments and deposits expected in the next three months alone.
CoreWeave raised its full-year 2026 revenue guidance to $13.0 billion to $13.3 billion and its adjusted operating income guidance to $1.275 billion to $1.375 billion. It now expects full-year capital expenditures of $37 billion to $39 billion, fourth-quarter interest expense of $1.05 billion to $1.15 billion, and annualized run-rate revenue of $20 billion to $21 billion exiting 2026. Founded in 2017 and headquartered in Livingston, New Jersey, CoreWeave listed on Nasdaq in March 2025 and provides computing infrastructure and software to leading foundation-model developers and enterprise customers.
来源：CoreWeave
发布：GSM·美国（发布链接）
图片来源：图：数据中心机房内的服务器机柜（资料图，非 CoreWeave 设施）。图片来源：Gideonwills44，Wikimedia Commons，CC BY-SA 4.0。Photo: Server racks inside a data center (file photo, not a CoreWeave facility). Image: Gideonwills44, via Wikimedia Commons, CC BY-SA 4.0.
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