The earnings call presented a positive outlook with exceptional revenue growth and strategic partnerships. However, challenges remain with profitability and increased capital expenditure. The company shows promise in expanding its market presence and technological advancements.

Company Guidance -

Q2 2025

During the earnings call for Q1 2025, Nebius reported a remarkable revenue growth of nearly 400% year-over-year and an annualized run rate revenue increase of almost 700%. The company ended the quarter with a solid cash balance of $1.4 billion and plans to invest approximately $2 billion in CapEx for 2025, up from the previous guidance of $1.5 billion. This increase is partly due to new opportunities, such as a data center in Israel. Nebius also announced several partnerships, including those with NVIDIA, Meta, and Llama, and highlighted industry recognition from SemiAnalysis. The company reiterated its ARR guidance for the full year, set between $750 million to $1 billion, and overall revenue guidance ranging from $500 million to $700 million. Despite expecting adjusted EBITDA to be negative for the full year, they plan to achieve profitability in the second half of 2025. Looking ahead, Nebius aims for mid-single-digit billions in revenue in the midterm with expected EBIT margins of 20% to 30%.

Explosive Revenue Growth

Revenue grew nearly 400% year-over-year, and annualized run rate revenue increased by nearly 700%.

Strong Cash Position

Ended the quarter with a solid cash balance of $1.4 billion.

New Partnerships and Locations

Established partnerships with NVIDIA, Meta, and Llama; added new locations in the U.S., Europe, and the Middle East.

Product Launches and Technological Advancements

Launched Slurm-based cluster upgrades, improved object storage, and expanded integrations with AI platforms.

Customer and Market Expansion

Hundreds of customers across various industries, with strong demand in AI compute continuing into Q2.

Nebius Group (NBIS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

NBIS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 07, 2025	2025 (Q2)	-0.47 / -	0.498	―	―	―
May 20, 2025	2025 (Q1)	-0.45 / -0.48	0.368	-230.43% (-0.85)
Feb 20, 2025	2024 (Q4)	-0.39 / -0.37	0.345	-207.25% (-0.71)	―
Oct 31, 2024	2024 (Q3)	- / -0.26	0.097	-368.04% (-0.36)	―
Aug 01, 2024	2024 (Q2)	- / 0.50	0.471	5.73% (+0.03)		―
Apr 26, 2024	2024 (Q1)	- / 0.37	0.035	951.43% (+0.33)		―
Feb 15, 2024	2023 (Q4)	- / 0.34	0.027	1177.78% (+0.32)		―
Oct 27, 2023	2023 (Q3)	- / 0.10	0.114	-14.91% (-0.02)		―
Jul 27, 2023	2023 (Q2)	- / 0.47	0.477	-1.26% (>-0.01)		―
Apr 27, 2023	2023 (Q1)	- / 0.04	-0.361	109.70% (+0.40)		―

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
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%
Aug 01, 2024	$18.94	$18.94	0.00%

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 Aug 07, 2025, TBA (Confirmed).

What is Nebius Group (NBIS) earnings time?

Nebius Group (NBIS) earnings time is at Aug 07, 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 (Q2) is -0.47.

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