The earnings call presents a largely positive sentiment with significant revenue growth, positive EBITDA in core business, and strong customer acquisitions. However, there are concerns regarding oversold GPUs, full-year negative EBITDA, and potential tariff impacts.

Company Guidance -

Q3 2025

During the Nebius Group's Second Quarter 2025 Earnings Conference Call, several key metrics were highlighted, signaling strong growth and future potential. The company reported a revenue of $105.1 million, marking a staggering 625% increase year-over-year and a 106% rise quarter-over-quarter. This growth was driven by robust demand in their core AI infrastructure business, which also achieved positive EBITDA ahead of projections. The annualized run rate revenue soared from $249 million in March to $430 million in June, prompting an increase in the year-end ARR guidance from an initial $700 million to $1 billion to a revised $900 million to $1.1 billion. Additionally, the company aims to secure 220 megawatts of connected power by the end of the year, with plans to reach over 1 gigawatt by 2026. Nebius also successfully expanded its customer base, adding major clients like Shopify and Cloudflare, while continuing to invest in capacity with a maintained CapEx guidance of around $2 billion for 2025.

Record Revenue Growth

Nebius Group reported $105.1 million in revenue, up 625% year-over-year and 106% quarter-over-quarter.

Positive EBITDA

The company became EBITDA positive in its core AI infrastructure business ahead of projections.

Increased ARR Guidance

Annualized run rate revenue guidance was increased from $700 million - $1 billion to $900 million - $1.1 billion.

Data Center Expansion

Nebius is set to have 220 megawatts of connected power by the end of the year and is securing more than 1 gigawatt by the end of 2026.

Major Customer Wins

The company added large global technology customers such as Cloudflare, Prosus, and Shopify.

Strong Financing Position

Raised over $4 billion in capital and access to billions more through noncore businesses and equity stakes.

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
Oct 30, 2025	2025 (Q3)	-0.58 / -	-0.473	―	―	―
Aug 07, 2025	2025 (Q2)	-0.50 / -0.38	0.498	-176.91% (-0.88)	―
May 20, 2025	2025 (Q1)	-0.48 / -0.41	0.368	-212.77% (-0.78)
Feb 20, 2025	2024 (Q4)	-0.39 / -0.37	0.345	-207.25% (-0.71)	―
Oct 31, 2024	2024 (Q3)	- / -0.47	0.097	-587.63% (-0.57)	―
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)		―

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.

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