What can we expect from NBIS's earnings in the next quarter?

**Nebius Group (NBIS) is poised to report its earnings for the fiscal quarter ending Q1 2025 on February 20, 2025.** Here's what expectations are regarding its earnings and revenue for the period:

1. **Estimate EPS and Revenue**: The estimated EPS for NBIS in Fiscal 2025 Q1 is not available. However, the estimated revenue for the quarter is $5.66 billion.

2. **Analyst Projections**: Analysts project NBIS to post earnings of ($0.39) per share and revenue of $5.66 billion for the quarter. This suggests a challenging financial outlook with a negative EPS, indicating potential losses.
3. **Market Performance and Investor Sentiment**: NBIS's stock has experienced volatility, with a significant premarket drop of 9.68% following the Q4 2024 earnings release, reflecting investor concerns over the company's immediate financial performance and future guidance. Despite this, the company's strategic growth plans and ambitious targets, such as achieving an annualized run rate (ARR) of $750 million to $1 billion by December 2025, suggest a positive long-term outlook.
4. **Strategic Positioning**: NBIS is expanding its data center capacity and targeting 100 megawatts by year-end, which could positively impact its revenue in the coming quarters. The company's focus on AI infrastructure and generative AI solutions also positions it well for potential growth in the rapidly expanding AI market.

In conclusion, while NBIS is facing challenges with longer deal lead times and customer migration issues, its strategic expansions and ambitious growth targets suggest a potential for growth in the future. The upcoming earnings report will be closely watched to confirm these projections and provide insights into the company's operational performance and financial health.