Core Scientific (CORZ) Q2 FY26 earnings call

Earnings call· Jun 2026 (Q2 FY26)· Information Technology· Jul 28, 2026

Source: earnings call transcript

Core Scientific announced a transformational partnership with AMD, securing significant long-term contracted revenue and validating its strategy of building capacity ahead of demand. The company demonstrated strong execution by delivering 437 megawatts ahead of schedule and is now focused on the AMD build-out and expanding its power portfolio for future growth. This positions Core Scientific as a key infrastructure provider in the rapidly expanding AI ecosystem.

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CORZ operating KPIs by quarter

CORZ operating KPIs stated on its earnings calls, by fiscal quarter
KPI	Mar 2026 Q1 FY26	This call Jun 2026 Q2 FY26	Change vs prior quarter
Billable capacity	243 MW Today, I am pleased to announce that we have delivered 243 megawatts of billable capacity to CoreWeave. Source: earnings call transcript	437 MW A, we are pleased to announce we are ahead of schedule and currently billing for 437 megawatts of capacity. Source: earnings call transcript	+79.8%

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.