Core Scientific (CORZ) Q4 FY25 earnings call

Earnings call· Dec 2025 (Q4 FY25)· Information Technology· Mar 2, 2026

Source: earnings call transcript

Core Scientific demonstrated strong execution in building out AI infrastructure, energizing 350 megawatts for CoreWeave and expanding its development pipeline to 1.5 gigawatts. While a new customer contract was not signed as anticipated, management attributes this to negotiation complexity and renewed hyperscaler engagement. The company is strategically positioning itself for future growth by securing long-lead equipment and advancing site readiness, aiming to convert all Bitcoin mining capacity to colocation within three years.

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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	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.