Symbols

NBIS

Nebius Group·NASDAQ

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NBIS fundamentals

NBIS Q4 2025 Earnings

Nebius Group (NBIS) released its earnings on Feb 12, 2026: revenue was 227.70M (YoY +500.79%), missed estimates; EPS was -0.55 (YoY -48.65%), beat estimates.

Revenue / YoY

227.70M

+500.79%

EPS / YoY

-0.55

-48.65%

Report date

Feb 12, 2026

NBIS Earnings Call Summary for Q4,2025

Revenue Growth: Q4 2025 revenue up 547% YoY to $228M, core AI cloud revenue surging 830% YoY. 2026 ARR target of $7-9B remains on track.
Capacity Expansion: 3+ gigawatts of contracted power by end-2026, with 800-1,000MW operational. 9 new data centers announced.
Profitability: 2026 EBITDA margin expected at 40%, driven by core AI cloud margins of 24% in Q4.
Strategic Moves: $16-20B CapEx plan, Tavily acquisition adds 700,000 developers, and 25% stake in ClickHouse valued at $15B.
Demand Strength: Q1 2026 pipeline exceeds $4B, with 50%+ increase in deal sizes and 12-month contract durations.

Earnings

EPS

Revenue

Revenue & Expenses

NBIS has released its 2025 Q4 earnings report, with revenue of 227.70M, reflecting a YoY change of 546.88%, and net profit of -249.60M, showing a YoY change of -87.39%. The Sankey diagram below clearly presents NBIS's revenue sources and cost distribution.

Key Indicators

Nebius Group (NBIS) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Nebius Group (NBIS)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Breakdown

Balance Sheet

Nebius Group (NBIS)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Breakdown

Cash Flow

Nebius Group (NBIS)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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