Nebius Group NV
NASDAQ:NBIS

Watchlist Manager
Nebius Group NV Logo
Nebius Group NV
NASDAQ:NBIS
Watchlist
Price: 96.885 USD -5.75%
Market Cap: 24.3B USD

Nebius Group NV
Investor Relations

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.

Show more
Loading
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 11, 2025
AI Summary
Q3 2025

Revenue Surge: Q3 revenue reached $146 million, up nearly 355% year-over-year and 39% quarter-over-quarter, with capacity sold out for the quarter.

Mega Deals: Signed a $3 billion, five-year deal with Meta, following September's $17.4–$19.4 billion contract with Microsoft, both limited only by available capacity.

Capacity Expansion: Nebius is accelerating capacity plans, targeting 2.5 gigawatts contracted and 800 megawatts to 1 gigawatt connected by end of 2026.

Guidance Update: 2025 revenue guidance tightened to $500–$550 million (from $450–$630 million), with annualized run rate revenue (ARR) expected to reach $900 million to $1.1 billion by year-end.

CapEx Increase: 2025 CapEx guidance raised from ~$2 billion to ~$5 billion to support aggressive infrastructure buildout.

Strong Demand: Demand for AI cloud and GPU capacity remains extremely high, outpacing supply and driving presales of new facilities before launch.

Financing Actions: Nebius is pursuing asset-backed debt, corporate debt, and launching an at-the-market equity program for up to 25 million Class A shares to fund growth.

Key Financials
Revenue
$146 million
Annualized Run Rate Revenue
$551 million
Adjusted EBITDA Margin (Core Infrastructure)
nearly 19%
CapEx
approximately $5 billion (2025 guidance)
Contract Value – Meta Deal
$3 billion over five years
Contract Value – Microsoft Deal
$17.4–$19.4 billion
Contracted Power (2026 target)
2.5 gigawatts
Connected Power (2026 target)
800 megawatts to 1 gigawatt
Earnings Call Recording
Other Earnings Calls

Management

Mr. Arkady Volozh
CEO & Non-Independent Executive Director
No Bio Available
Ron Jacobs
Chief Financial Officer
No Bio Available
Dr. Ophir Nave
COO & Non-Independent Executive Director
No Bio Available
Tom Blackwell
Chief Communications Officer
No Bio Available
Mr. Roman Chernin
Chief Business Officer
No Bio Available
Ms. Elena Bunina
Head of Science & Education and Non-Independent Non-Executive Director
No Bio Available
Andrey Korolenko
Chief Product & Infrastructure Officer
No Bio Available

Contacts

Address
NOORD-HOLLAND
Schiphol
Schiphol Boulevard 165
Contacts
+31202066970
yandex.com