Core Scientific Inc. logo

Core Scientific Inc.

CORZ
Q3 2025

Revenue

$81M

+3%

Net Income

$-147M

-84%
CORZ
Technology
Data Centers

Core Scientific Inc.

CIK: 0001839341

Core Scientific Inc. logo

Next Earnings Report

Estimated based on historical filing patterns

Tue, Jan 20, 2026
Estimated
10-K
FQ4 2025

This date is an estimate based on the company's typical quarterly filing schedule. The actual filing date may vary.

Earnings Analysis

Analyzed 11 of 12 reports

Performance Summary - Q3 2025
neutral (41)
not_provided

Revenue
$81.103M
QoQ:+3.1%
YoY:-14.9%
Net Income
$-146.66M
QoQ:-84.3%
YoY:-67.8%
Peer Comparison
Infrastructure
(2 peers)
Peers: DOCN, IONQ
Analyze peer companies to see comparative metrics here
Tech
(26 peers)
Peers: AAPL, MSFT, GOOGL, AMZN, META, TSLA, NVDA, SNOW, PLTR, NET, CRWD, DDOG, ZS, OKTA, MDB, TEAM, U, RBLX, AMD, INTC, QCOM, AVGO, COIN, HOOD, DOCN, IONQ
Analyze peer companies to see comparative metrics here

Reality-Based Sentiment Analysis
neutral
41/100

Based on actual market data, not just management spin. Weighted score: 10% management tone + 40% earnings beat/miss + 30% price action + 20% guidance accuracy.

Management Tone (10%)
5
From earnings report
Earnings Beat/Miss (40%)
50
7-Day Price Action (30%)
35
-4.7% post-earnings
Guidance Accuracy (20%)
50
Unknown

Financial Performance Trend

Market:
bear
bear
bear
bear
neut
50
neut
52
neut
54
neut
51
neut
55
bear
32
neut
41
Guidance:
not_prov
not_prov
not_prov
maintain
maintain
maintain
maintain
maintain
raised
not_prov
not_prov

Overall Analysis & Outlook

Over the past 5 quarters, Core Scientific Inc. has been showing bearish trends with stable guidance. Revenue has declined 32.8% during this period. The latest quarter shows bearish sentiment with cautious tone from management.

Latest Quarter Highlights:

Core Scientific continues transforming from crypto mining to AI infrastructure, with significant capital expenditures of $454M focused on converting data centers. The company reported quarterly revenue of $81.1M but sustained a net loss of $146.7M, reflecting ongoing strategic transition challenges.

Detailed Quarterly Reports

In-depth analysis of each quarter's earnings filing

Q3 2025

10-Q • Filed 10/24/2025

bearish

Summary

Core Scientific continues transforming from crypto mining to AI infrastructure, with significant capital expenditures of $454M focused on converting data centers. The company reported quarterly revenue of $81.1M but sustained a net loss of $146.7M, reflecting ongoing strategic transition challenges.

Revenue

$81.103M

Net Income

$-146.66M

Guidance

not_provided

Tone

cautious

Capex

$454.194M

Partnerships

CoreWeave

Key Quotes

"We currently intend to repurpose our remaining facilities currently used in our digital asset mining businesses to support our high-density colocation computing services business"

"We are in the process of converting most of our existing facilities to support artificial intelligence-related workloads"

Q2 2025

10-Q • Filed 8/8/2025

bearish

Summary

Core Scientific reported a challenging quarter with quarterly revenue of $78.6 million and a significant net loss of $936.8 million, driven by volatility in digital asset valuations and warrant fair value adjustments. The company is pivoting towards AI and high-density colocation services while managing complex legal and financial restructuring.

Revenue

$78.628M

Net Income

$-936.799M

Guidance

not_provided

Tone

cautious

Capex

$209.701M

Partnerships

CoreWeave partnership announced in March 2024

Key Quotes

"We are in the process of converting most of our existing facilities to support artificial intelligence workloads and next generation colocation services."

"We derive the majority of our revenue from earning bitcoin for our own account"

Q1 2025

10-Q • Filed 5/7/2025

bullish

Summary

Core Scientific reported strong Q1 2025 performance with significant net income growth, driven by digital asset mining and new colocation services. The company is pivoting towards AI infrastructure, leveraging its data center capabilities for high-performance computing.

Revenue

$79.525M

Net Income

$580.693M

Guidance

raised

Tone

positive

Capex

$88.422M

Partnerships

CoreWeave

Key Quotes

"We are leveraging our existing digital infrastructure and expertise in third-party hosting solutions"

"We are in the process of converting a significant portion of our ten data centers to support artificial intelligence-related workloads"

Q4 2024

10-K • Filed 2/27/2025

neutral

Summary

Core Scientific is transitioning from bitcoin mining to HPC hosting, focusing on providing infrastructure for AI workloads. The company emerged from bankruptcy and secured significant hosting contracts with CoreWeave while navigating bitcoin halving and market volatility.

Revenue

$94.953M

Net Income

$-270.536M

Guidance

maintained

Tone

cautious

Capex

$95M(+486.4% YoY)

Partnerships

CoreWeave

Key Quotes

"We intend to focus our business development and marketing efforts on expanding our HPC hosting customer base."

"We believe that using our existing infrastructure for HPC hosting operations will provide more consistent dollar-based revenue and represents substantially less risk than our traditional hosted bitcoin mining or our bitcoin self-mining operations."

Q3 2024

10-Q • Filed 11/6/2024

neutral

Summary

Core Scientific reported Q3 2024 revenues of $95.4 million with a net loss of $455.3 million, primarily driven by significant non-cash warrant valuation changes. The company is diversifying into HPC hosting while maintaining its core digital asset mining business.

Revenue

$95.354M

Net Income

$-455.259M

Guidance

maintained

Tone

cautious

Capex

$66.203M

Partnerships

Aubix LLC lease for HPC hosting operations

Key Quotes

"We are in the process of allocating and converting our operational data centers to support artificial intelligence-related workloads"

"Beginning on March 6, 2024, we announced a series of new contractual agreements with a third-party provider of HPC operations"

Q2 2024

10-Q • Filed 8/7/2024

bearish

Summary

Core Scientific reported mixed Q2 2024 results with strong revenue but significant net loss driven by warrant liability fair value changes. The company is pivoting towards high-performance computing (HPC) hosting while maintaining bitcoin mining operations.

Revenue

$141.102M

Net Income

$-804.896M

Guidance

maintained

Tone

cautious

Capex

$35.029M

Partnerships

HPC hosting contract with third-party cloud GPU provider

Key Quotes

"We believe that using our existing infrastructure for HPC customers provides more consistent dollar-based revenue and substantially less risk than our traditional bitcoin mining customers"

"Going forward we intend to focus our efforts on expanding our HPC customer base while maintaining our bitcoin self-mining operations"

Q1 2024

10-Q • Filed 5/9/2024

bullish

Summary

Core Scientific emerged from bankruptcy with a strong Q1 2024, reporting significant net income of $210.7 million and revenue of $179.3 million. The company restructured its debt, secured new financing, and maintains a positive outlook on expanding into AI and high-performance computing markets.

Revenue

$179.291M

Net Income

$210.691M

Guidance

maintained

Tone

cautiously optimistic

Capex

$31.894M

Partnerships

Bitmain equipment agreements
BlockFi and Stonebriar miner equipment financing

Key Quotes

"We believe our experience in digital asset mining can be applied favorably to the design, development and operation of large-scale data centers configured to optimize the performance of specialized computers for other specific, high-value applications such as cloud computing, machine learning and artificial intelligence."

"When combined with the additional liquidity of the available delayed-draw term loan and the expected cash flows from operations, management has concluded that as of March 31, 2024, the Company's capital, liquidity and cash flow from operations is sufficient to fund its operations and debt service obligations for at least the next 12 months."

Q4 2023

10-K • Filed 3/13/2024

bearish

Summary

Core Scientific navigated significant financial challenges in 2023, emerging from Chapter 11 bankruptcy with a restructured balance sheet. The company remains focused on bitcoin mining operations while facing ongoing regulatory uncertainty and market volatility.

Revenue

$141.929M

Net Income

$-184.409M

Guidance

maintained

Tone

cautious

Capex

$16.2M(-95.8% YoY)

Partnerships

Bitmain
CoreWeave

Key Quotes

"We believe that we are well positioned to serve customers in a rapidly expanding market for digital asset mining and blockchain solutions."

"Our business is heavily dependent on the spot price of bitcoin, as well as other digital assets."

Q3 2023

10-Q • Filed 11/6/2023

bearish

Summary

Core Scientific continues to navigate bankruptcy proceedings, with ongoing restructuring and settlements with creditors. The company maintains modest digital asset mining revenue but continues to report net losses while working to emerge from Chapter 11 protection.

Revenue

$112.904M

Net Income

$-41.146M

Guidance

not_provided

Tone

cautious

Capex

$4.516M

Partnerships

Celsius

Key Quotes

"We are one of the largest blockchain infrastructure, digital asset mining and colocation hosting provider companies in North America."

"Our business strategy is to grow our revenue and profitability by increasing the capacity and efficiency of our self-mining fleet and entering into strategic, revenue-enhancing colocation opportunities with third parties."

Q2 2023

10-Q • Filed 8/4/2023

bearish

Summary

Core Scientific continues to face significant financial challenges, with reduced revenue from digital asset mining due to bitcoin price volatility. The company remains in Chapter 11 bankruptcy proceedings, working to restructure its debt and maintain operations.

Revenue

$126.912M

Net Income

$-9.26M

Guidance

not_provided

Tone

cautious

Capex

$1.774M

Key Quotes

"Our ability to continue as a going concern is contingent upon, among other things, our ability to implement a Chapter 11 plan of reorganization"

"Substantial doubt exists regarding our ability to continue as a going concern"

Q1 2023

10-Q • Filed 5/15/2023

bearish

Summary

Core Scientific reported a challenging quarter with declining bitcoin mining revenues and ongoing bankruptcy proceedings. The company's net loss continues, though operating cash flow improved, reflecting cost management efforts during financial restructuring.

Revenue

$120.655M

Net Income

$-11.685M

Guidance

not_provided

Tone

cautious

Capex

$1.539M

Partnerships

Greenidge Generation Holdings
Ault Alliance
LM Funding

Key Quotes

"We are one of the largest blockchain infrastructure, digital asset mining and colocation hosting provider companies in North America"

"Our business strategy is to grow our revenue and profitability by increasing the capacity and efficiency of our self-mining fleet"

Sector Comparison

How CORZ performs vs Technology sector and Data Centers peers

Sector Ranking (Technology)

#5of 5

Category Ranking (Data Centers)

#1of 1

Key Metrics vs Averages

Revenue (Quarterly)
At average

CORZ

$81.103M

Data Centers Avg

$81.103M

Technology Avg

$703.219M

Overall Sentiment
bearish

Guidance: not_provided • Tone: cautious