Nebius Group NV
NASDAQ:NBIS
Nebius Group NV
Nebius Group NV has carved its niche in the tech ecosystem as a versatile cloud services provider. Originating from a deep understanding of the technological demands businesses face today, this company has devoted itself to creating robust cloud infrastructure and platform services. Focusing on scalability and reliability, Nebius serves businesses looking to optimize their operations with cutting-edge technology. It offers a variety of products, such as cloud computing, data storage, and machine learning tools, which allow enterprises to streamline their processes and innovate without bearing heavy infrastructure costs. Unlike traditional tech firms that focus solely on either software or hardware, Nebius aims to provide a comprehensive suite of services that can cater to diverse industry needs.
Nebius sustains its business by structuring its offerings around subscription-based models and variable pricing, allowing clients the flexibility to pay as they grow. This structure fuels a steady revenue stream while reinforcing client retention through ongoing service enhancements and stellar customer support. In a landscape where digital transformation is key to staying competitive, Nebius positions itself as a strategic partner, helping companies transition into the cloud era with ease and efficiency. Revenue diversification also comes into play, as Nebius taps into collaborations and partnerships, creating opportunities to leverage new markets and technologies. By staying at the forefront of innovation and maintaining flexible service models, Nebius Group NV ensures its prominence and profitability in the dynamic tech domain.
Nebius Group NV has carved its niche in the tech ecosystem as a versatile cloud services provider. Originating from a deep understanding of the technological demands businesses face today, this company has devoted itself to creating robust cloud infrastructure and platform services. Focusing on scalability and reliability, Nebius serves businesses looking to optimize their operations with cutting-edge technology. It offers a variety of products, such as cloud computing, data storage, and machine learning tools, which allow enterprises to streamline their processes and innovate without bearing heavy infrastructure costs. Unlike traditional tech firms that focus solely on either software or hardware, Nebius aims to provide a comprehensive suite of services that can cater to diverse industry needs.
Nebius sustains its business by structuring its offerings around subscription-based models and variable pricing, allowing clients the flexibility to pay as they grow. This structure fuels a steady revenue stream while reinforcing client retention through ongoing service enhancements and stellar customer support. In a landscape where digital transformation is key to staying competitive, Nebius positions itself as a strategic partner, helping companies transition into the cloud era with ease and efficiency. Revenue diversification also comes into play, as Nebius taps into collaborations and partnerships, creating opportunities to leverage new markets and technologies. By staying at the forefront of innovation and maintaining flexible service models, Nebius Group NV ensures its prominence and profitability in the dynamic tech domain.
Massive Revenue Growth: Nebius delivered Q4 revenue of $228 million, up 547% year-over-year and 56% quarter-over-quarter, driven by strong demand and high utilization.
ARR Beat: Annualized run rate revenue (ARR) reached $1.2 billion at year-end, exceeding the company's Q3 guidance high end of $1.1 billion.
Capacity Sold Out: The company sold out of available compute capacity in Q3 and Q4, and much of 2026's capacity is already pre-sold.
Raised Capacity & Guidance: Nebius increased its contracted power forecast for 2026 to over 3 gigawatts, with 800 megawatts to 1 gigawatt of that as available capacity by year-end.
Strong Profitability: Group adjusted EBITDA inflected positive in Q4, with core AI cloud business EBITDA margin expanding from 19% in Q3 to 24% in Q4.
2026 Guidance Reiterated: Management reaffirmed targets for 2026: annualized run-rate revenue of $7–9 billion, full-year revenue of $3–3.4 billion, and an adjusted EBITDA margin of approximately 40%.
Major CapEx Investments: Planned $16–20 billion in capital expenditures for 2026, with about 60% already covered by cash, operations, and commitments.
Strong Demand Signals: Robust pipeline growth, longer contract durations, and rising deal sizes/pricing are continuing into Q1 2026.
