CRWVSoftware & IT
| Metric | Sep 2024 | Dec 2024* | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025* | Mar 2026 | Jun 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $583.94M | $747.00M | $982.00M | $1.21B | $1.36B | $1.57B | $2.08B | $2.58B | ▲ +112.5% |
| Gross profit | $440.81M | $565.20M | $720.00M | $899.00M | $995.85M | $1.06B | $1.36B | $1.70B | ▲ +88.7% |
| Operating income | $117.12M | $112.32M | −$27.00M | $19.00M | $51.85M | −$89.59M | −$144.00M | −$49.00M | ▼ -357.9% |
| Net income | −$359.81M | −$50.92M | −$315.00M | −$290.00M | −$110.12M | −$451.73M | −$740.00M | −$626.00M | ▼ -115.9% |
| R&D | $14.00M | $21.00M | $70.00M | $80.00M | $93.00M | $109.00M | $104.00M | $117.00M | ▲ +46.3% |
| EPS (diluted) | -1.82 $ | — | -1.49 $ | -0.60 $ | -0.22 $ | — | -1.40 $ | -1.14 $ | ▼ -90.0% |
| Margins (% of revenue) | |||||||||
| Gross | 75.5 % | 75.7 % | 73.3 % | 74.2 % | 73.0 % | 67.6 % | 65.5 % | 65.9 % | ▼ -8.3 pt |
| Operating | 20.1 % | 15.0 % | -2.7 % | 1.6 % | 3.8 % | -5.7 % | -6.9 % | -1.9 % | ▼ -3.5 pt |
| Net | -61.6 % | -6.8 % | -32.1 % | -23.9 % | -8.1 % | -28.7 % | -35.6 % | -24.3 % | ▼ -0.4 pt |
| Balance sheet | |||||||||
| Assets | — | $17.83B | $21.86B | $26.24B | $32.91B | $49.30B | $55.57B | $77.07B | ▲ +193.7% |
| Liabilities | — | $16.52B | $18.79B | $22.42B | $29.03B | $45.97B | $50.81B | $72.05B | ▲ +221.3% |
| Equity | −$344.03M | −$414.00M | $1.91B | $2.66B | $3.88B | $3.33B | $4.76B | $5.02B | ▲ +89.0% |
| Cash | $1.36B | $1.36B | $1.28B | $1.15B | $1.89B | $3.13B | $2.24B | $5.52B | ▲ +379.1% |
| Capital | |||||||||
| Shares outstandingnever filed | — | — | — | — | — | — | — | — | — |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.