Home / Filing changes / CRWV
Free · no account · quoted from the filing
What changed in CRWV's 10-Q
Source: 10-Q filed 2026-05-08 · compared against 10-Q 2025-11-13. Every passage below is quoted verbatim from the filing itself.
Customer concentration
This filing
Customer A 45 % 72 %
Remaining Performance Obligations
This filing
$ 98.8 billion of unsatisfied RPO
Joint ventures
This filing
committed to invest up to $ 1.2 billion to acquire equity interests in two separate joint ventures
Deferred revenue
This filing
Deferred revenue...was $ 7.5 billion and $ 8.2 billion
Risk factors
This filing
If our platform enables customer solutions that draw controversy due to their perceived or actual impact on society, we may experience brand or reputational harm
Accounting pronouncements
This filing
The Company determined the ASU did not have a material impact
What it means — the analyst reading
The passages above are the company's own words. The plain-English reading of them — what changed, why it matters, and the direction of travel — is part of the Filing Change Monitor.
See the Filing Change Monitor →Compared from narrative excerpts (outlook, risks, MD&A) of both filings — quotes are verbatim from the new filing. Not advice. Source: company SEC filings via stockportfolio.pro. Educational, not investment advice.