$CRWV | CoreWeave Q2’25 1️⃣ Financial Outlook • Revenue: $1.21B (Expected: same) ➡️ 206% YoY growth 🚀 • EPS: -$0.60 (Expected: +$0.01) 🔴 • Adj. EBITDA: $753.2M (+201% YoY) → 62% margin • Revenue Backlog: $30.1B 📈 • Adj. Operating Income: $199.8M (+134% YoY) • Operating Expenses: $1.19B (Last year: $317.7M) • $2B debt (2030 maturity, 9.25% coupon), demand is high → increased by $500M. 2️⃣ Operations & Technology • $4B expansion agreement with OpenAI (total: $15.9B) • Expansion with major customers like BT Group, Cohere, Mistral, LG CNS, Toyota Woven 📡 • First NVIDIA GB200 NVL72 systems deployed at scale → B200-based servers are now generally available. • Largest test at MLPerf Training v5.0 → 34x the size and 4.5x the performance of competitors ⚡ • Acquired Weights & Biases → Launch of Mission Control, W&B Inference, and Weave Online Evaluations • 250MW AI data center JV in Kenilworth, NJ → First phase in 2026 3️⃣ Power Capacity • Active: 470 MW ⚡ • Contracted additional power: +600 MW → Leading to a total capacity of 2.2 GW. 4️⃣ Why It Matters: • AI demand is at a historic high; CoreWeave is the first company to offer the full Blackwell GPU portfolio at scale. • The infrastructure platform of choice for AI pioneers like OpenAI, Cohere, and Mistral. • High growth rate + massive backlog → Strong outlook for the coming years. 🗨️ CEO: We're scaling at record speed to meet AI demand. CoreWeave is the platform of choice for cutting-edge AI workloads. Not investment advice!!! #CoreWeave #CRWV #AI #DataCenters #GPU #Nvidia #Blackwell #TechStocks #OpenAI #MachineLearning #Larnings #Investing #Stock Market #Nasdaq #FinTech

🎮 $U | Unity Q2 2025 Earnings Summary 🔹 Revenue: $440.9M (expected $426.7M) ✅ → However, -2% YoY contraction 🔹 Adj. EPS: $0.18 (expected -$0.28) ✅ 📊 Q2 Segment Details: 🔸 Create Solutions: $154M (+2% YoY) 🔸 Grow Solutions: $287M (-4% YoY) 🔸 Unity Ad Network: +15% QoQ → 49% of the Grow segment 📈 Q3 Guidance: 🔹 Revenue: $440M–$450M (expected $445.1M) ➖ 🔹 Adj. EBITDA: $90M–$95M 🔹 "Grow" segment: Mid-single-digit quarterly growth expected 🔹 "Create" segment: Slight contraction expected 💰 Operational Data: 🔹 Adj. EBITDA: $90M (21% margin) 🔹 Free Cash Flow: $127M (previously $80M) 🔹 Net Operating Cash: $133M (previously $88M) 🔹 Cash & Cash Equivalents: $1.70B ($1.53B in December 2024) 🗣️ CEO Matt Bromberg: This quarter is a turning point for Unity. Our Unity Vector strategy is reshaping our growth potential. We surpassed the upper bounds in both revenue and EBITDA. 📌 Comment: Unity delivered a strong positive surprise in EPS and EBITDA, but annual revenue remains negative. The growth side is declining, but the ad network's recovery is positive. The create side is experiencing stable but limited growth. There is a significant improvement in cash flow, and the balance sheet is becoming more resilient. 🔸 The "Unity Vector" strategy may herald a transformation. 🔸 Limited growth in the short term, with a more aggressive recovery possible in the medium term. 🔸 Margins are strong, and operational efficiency is improving. Unity is still in transition, but signs of a bottoming out are becoming clear. #Unity #U #Earnings #GameDev #AdTech #Q22025 #TechStocks #TradersPub #Investment #BalanceSheetAnalysis