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Posted by
Two Blokes Jul 17 -
Filed in
Stock
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3 views
CRWV has had an exciting H1'25 performance, thanks to the recent IPO, the growing demand for its neocloud offerings, and the consequently rich multi-year backlog. The same has been observed in the management's laser focus on delivering growth, through hefty FY2025 capex plans, M&A activities and new investments. Even so, given the likely to be dilutive acquisition and the expensive borrowing costs on its aggressive capex, we may see CRWV report a lumpy bottom-line performance ahead.
