Quick Read – Meta generated $12B in free cash flow last quarter while CoreWeave burned $4.7B and posted a $740M net loss. – Bloomberg’s ‘Meta Compute’ initiative could turn CoreWeave’s largest customer into a direct GPU-rental competitor, eroding its scarcity premium. – Meta…
atforms (NASDAQ: META) and CoreWeave (NASDAQ: CRWV) just closed the books on their Q1 2026 reports with sharply divergent financial profiles. Meta printed $56.31 billion in revenue while raising capex guidance to $125 to $145 billion
CoreWeave grew sales 111.7% to $2.078 billion but posted a $740 million net loss. One Prints Cash. The Other Prints Debt.
Meta is a self-funding machine. Advertising revenue climbed 33% to $55.02 billion, ad impressions rose 19%, and pricing per ad jumped 12%. That funded $19 billion in Q1 capex without touching the balance sheet.