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Nebius Group (NBIS)
NASDAQ:NBIS
Earnings Data
Report Date
Oct 30, 2025TBA (Confirmed)
Period Ending
2025 (Q3)Consensus EPS Forecast
-0.58Last Year’s EPS
-0.47Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call presented strong growth in revenue and AI cloud infrastructure, positive EBITDA for the core business, and an increase in ARR guidance, indicating robust business momentum. However, limitations due to oversold resources, projected negative full-year EBITDA, dependency on future capacity for revenue, and potential tariff impacts were noted as challenges.Company Guidance
Significant Revenue Growth
Nebius Group's revenue increased by 625% year-over-year and 106% quarter-over-quarter, reaching $105.1 million.
AI Cloud Infrastructure Expansion
AI cloud infrastructure revenue increased more than 9x year-over-year due to strong customer demand and high platform utilization.
Positive EBITDA for Core Business
The company achieved positive adjusted EBITDA in its core AI infrastructure business ahead of expectations.
Increased ARR Guidance
Annualized run rate revenue guidance was raised from $750 million to $1 billion to $900 million to $1.1 billion.
Expansion of Data Center Capacity
Nebius expects to secure 220 megawatts of connected power by the end of the year, with plans to secure more than 1 gigawatt by the end of 2026.
Strong Customer Base Expansion
The company added large global technology customers such as Cloudflare, Prosus, and Shopify, along with AI tech startups like HeyGen and Photoroom.
Strategic Partnerships and AI Ecosystem Growth
Nebius expanded partnerships with Nvidia and other AI partners, enhancing its AI cloud platform offerings.
NBIS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NBIS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Aug 07, 2025 | $55.09 | $65.31 | +18.55% |
May 20, 2025 | $37.56 | $39.14 | +4.21% |
Feb 20, 2025 | $44.83 | $46.25 | +3.17% |
Oct 31, 2024 | $22.06 | $21.38 | -3.08% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Nebius Group (NBIS) report earnings?
Nebius Group (NBIS) is schdueled to report earning on Oct 30, 2025, TBA (Confirmed).
What is Nebius Group (NBIS) earnings time?
Nebius Group (NBIS) earnings time is at Oct 30, 2025, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NBIS EPS forecast?
NBIS EPS forecast for the fiscal quarter 2025 (Q3) is -0.58.