TMTB: CRWV CSCO First Takes
CRWV +3%: Looks decent so far with 15% rev beat (bogeys were 8-10%). RPO $25.9B slightly light of $26-$27B bogey but there really weren’t a ton of bogeys/street expects out there.
Guidance comes on the call.
Revenue $981.6 M vs Street $857 M (+15%)
Adj. EBITDA $606.1 M (Street n/a)