At the archive date, Core Scientific, Inc./tx was expected to release its Q3 2026 10-Q filing on October 22, 2026. Last quarter: Core Scientific's Q2 FY2026 revenue more than doubled year-over-year to $164.2M driven by rapid colocation capacity ramp with CoreWeave, but the company posted a $1.16B net loss (vs $936.8M loss a year ago) largely due to a $1.05B non-cash change in fair value of warrants, while stockholders' equity remained deeply negative at -$2.42B following a major debt-funded capital raise for data center expansion.
EPS Estimate
$-0.03
Revenue Estimate
$197M
Analyst consensus captured from Finnhub and Financial Modeling Prep. This archived preview is no longer updated with later results; see the CORZ page for retained reports.
Drawn from management commentary in the Q2 2026 10-Q:
Colocation revenue grew to $136.7M in Q2 FY2026 from $10.6M a year ago (up ~1,195%), now representing 83% of total revenue vs 13% in the prior-year quarter, driven by incremental billable customer power capacity delivered under the CoreWeave agreement. Billable customer power capacity reached 395 MW as of June 30, 2026, up from 120 MW at December 31, 2025, against 590 MW of contracted leased capacity.
Colocation revenue is currently derived entirely from CoreWeave, which represented approximately 77% of total revenue for the six months ended June 30, 2026. During the period, certain CoreWeave license agreements were assigned to a special-purpose vehicle (CW SPV), though CoreWeave remains a primary obligor, adding a layer of counterparty structure to the arrangement.
On May 6, 2026, subsidiary Core Scientific Finance completed a $3.3 billion offering of 7.75% Senior Secured Notes due 2031, with proceeds used to fund a debt service reserve account and fully repay the Term Loan Facility. Total consolidated indebtedness now includes $460.0M of 3.00% Convertible Notes due 2029, $625.0M of 0.00% Convertible Notes due 2031, and the $3.3B Senior Secured Notes, totaling approximately $4.4 billion in aggregate principal.
Revenue
$164.2M
+108.83% YoY
EPS (Diluted)
-$3.32
-8200.00% YoY
Gross Margin
42.7%
+36.3 pts YoY
Operating Income
-$78.47M
-198.54% YoY
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