NBIS
Nebius Group N.V.80.95
-0.19-0.23%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A affirms demand, execution confidence
Q&A reinforced robust demand signals, with Arkady highlighting AI startups scaling to tens of thousands of GPUs—yesterday's frontier model levels—while enterprises embed AI in core processes, driving 50% longer new contracts. Management stressed the $7-9B ARR target hinges on AI natives, ISVs, and verticals like healthcare, not fresh hyperscaler wins. CapEx financing looks solid at 60% from cash flows and LTAs, with debt ahead and ATM idle; MSFT/Meta deliveries track perfectly amid supply hedges via site portfolio. Software hits 100% attach. No new mega-deals needed. Watch 2027 hypergrowth setup.
Key Stats
Market Cap
20.38BP/E (TTM)
-Basic EPS (TTM)
-0.19Dividend Yield
0%IPO
Website
Employees
Sector
Industry
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