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Nebius Group (NBIS)
NASDAQ:NBIS
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
-0.41Last Year’s EPS
0.5Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 20, 2025
|% Change Since: 3.62%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Positive
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
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.
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 |
|---|---|---|---|
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 Jul 23, 2025, TBA Not Confirmed.
What is Nebius Group (NBIS) earnings time?
Nebius Group (NBIS) earnings time is at Jul 23, 2025, TBA Not 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 -0.41.