Hyperscalers & cloud · Thesis 31 · settles Nov 9 · 17 days · rung 3/3
Will CoreWeave's operating cash flow reach 34 percent or more of its revenue for the quarter ending September 2026?
How it settles
Divide net cash from operating activities by revenue from CoreWeave's 10-Q or 10-K for the quarter ended September 30, 2026, on SEC EDGAR. Yes if the ratio is at or above 34.0 percent, no if below. SEC EDGAR, XBRL company facts of CoreWeave (Forms 10-Q and 10-K)
The exact question and the full rule
Did the net cash from operating activities of CoreWeave for the quarter ended September 30, 2026 come to at or above 34.0% of its revenue?
Divide the net cash from operating activities by the revenue that CoreWeave reports for the quarter ended September 30, 2026 in its 10-Q or 10-K filing on SEC EDGAR. The answer is yes if the ratio is at or above 34.0%; no if it is below 34.0%.
If the source is late or silent: If CoreWeave has not filed by November 16, 2026, or a filing restates a period the rule reads, the test is inconclusive, and the Result says what was read and what was missing.
If no
Depreciation compresses margins
Yes: CoreWeave's cash generation jumps well past its last quarter's 26 percent pace on strong revenue growth.
If yes
The case against it
No: CoreWeave's operating cash flow stays below 34 percent of revenue, short of a major jump from the last quarter.
50%
NoYes
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The case · 4 people · 2 minutes
Depreciation compresses margins3 people argue noThe case against it1 people argue yes
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What would change the Call
The actual net cash from operating activities and revenue figures CoreWeave reports for the September 2026 quarter would move this number.
The Call · Thesis 31 · Depreciation compresses margins
The house leans to "Depreciation compresses margins".