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Re:CoreWeave bond yield tops 16% as AI credit stress rises by otherme123 on Tuesday November 10, 2026 @02:57AM (#50437363)
Ha! Calling people "lazy" for not using ChatGPT? I can read an income statement, is not that difficult, no need for ChatGPT. This is the S1, ammended:

https://www.sec.gov/Archives/edgar/data/2130357/000162828026...

Income at page F-7 (about 350 overall):

  (units in Kilo-millions)

  Revenue in first 2026 9-months  33.2
  Compute and infra expenses      18.8
  Personel                         4.8
  Sales                            5.5
  Administrative expenses          5.3
  Operating earnings (loss)       (1.2)
* In the case you are confused, () in finances means negative values.

Q-3 only, this is calculated substracting first half from 9 first months:

  Revenue in Q3                   16.9
  Compute and infra expenses       9.9
  Personel                         1.7
  Sales                            2.3
  Administrative expenses          3.6
  Operating earnings (loss        (0.6)
Cashflow might be confusing here, because the cashflow table include huge items like "Change in fair value of convertible notes, derivative liabilities, and SAFEs" (translates to "we have paper valued at $X, but now it is valued at $Y", but it is still paper) or "Proceeds from issuance of redeemable convertible preferred stock, net of issuance cost" (translates to "we sold paper to VCs for $X") that are not business or recurrent items, or at least I hope Anthropic don't plan on "earning" money by selling paper to VCs forever.
Re:CoreWeave bond yield tops 16% as AI credit stress rises by aurareturn on Tuesday November 10, 2026 @03:13AM (#50437462)
Operating income and cash flow are different numbers. Go ask your AI.

The problem with AI is that it's still dependent on the skill of the prompter.

Re:CoreWeave bond yield tops 16% as AI credit stress rises by lovich on Tuesday November 10, 2026 @06:47AM (#50438969)
> The problem with AI is that it's still dependent on the skill of the prompter.

Ah so when people don’t have the same outlook as you we’ve gone from being lazy to now it’s a skill issue.

Re:CoreWeave bond yield tops 16% as AI credit stress rises by aurareturn on Tuesday November 10, 2026 @07:05AM (#50439143)
No, but facts are facts. Outlooks are not facts.
Re:CoreWeave bond yield tops 16% as AI credit stress rises by otherme123 on Tuesday November 10, 2026 @09:51AM (#50441204)
So "facts" now are "I uploaded a pdf to a LLM, and asked about it". But if you know how to read a balance, income statement and cashflow, your skills are poor.
Re:CoreWeave bond yield tops 16% as AI credit stress rises by aurareturn on Tuesday November 10, 2026 @11:06AM (#50442299)
One does not need to know how to read an income statement to understand that cash flow and operating income are not the same thing.
Re:CoreWeave bond yield tops 16% as AI credit stress rises by mkesper on Tuesday November 10, 2026 @05:54AM (#50438526)
Oh and the footnote about future liabilities, strongly adding to compute and infra expenses.