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.
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.
