Nebius Group Posts Q3 Rev $980.8 Mln, Expects Reaching Pre-Tax Breakeven By 2027 End

By Reuters News

- Nebius Group NV NBIS.O:

  • NEBIUS GROUP: GROUP REVENUE IN Q3 OF $980.8 MILLION VERSUS IBES ESTIMATE $907.5 MILLION

  • NEBIUS GROUP: NEBIUS AI CLOUD REVENUE WAS $973.8 MILLION IN Q3, UP 643%

  • NEBIUS GROUP: PREPAYMENTS ON Q3 AGREEMENTS COVERED MORE THAN 100% OF ASSOCIATED CAPEX, INCLUDING DATA CENTER CONSTRUCTION AND NETWORKING

  • NEBIUS GROUP: NOW EXPECT 2026 REVENUE AT THE LOW END OF OUR $3.0 BILLION-$3.4 BILLION RANGE VERSUS IBES ESTIMATE $3.37 BILLION

  • NEBIUS GROUP: EXPECT ARR WE GUIDED TO FOR DECEMBER TO ARRIVE IN FEBRUARY, EVEN BEFORE NEW JERSEY RAMPS UP TO FULL CAPACITY

  • NEBIUS GROUP: EXPECT 2026 CAPEX ABOUT $27 BILLION, AS WE INVEST IN CAPACITY FOR 2027, IN PARTICULAR AT OUR OWNED SITES

  • NEBIUS GROUP: EXPECT ARR TO EXCEED $7 BILLION FOR FEBRUARY

  • NEBIUS GROUP: ANTICIPATE 2027 CAPEX OF $40 BILLION - $45 BILLION

  • NEBIUS GROUP: EXPECT TO REACH PRE-TAX BREAKEVEN BY THE END OF 2027

  • NEBIUS GROUP: EXPECT PREPAYMENTS AND FINANCING AGAINST EXISTING CONTRACTS WITH INVESTMENT-GRADE CUSTOMERS TO COVER 75%-85% OF 2027 CAPEX

  • NEBIUS GROUP: ARR OF $6.4 BILLION AS OF SEPTEMBER END; WE NO LONGER SEE ARR AS THE RIGHT MEASURE OF OUR BUSINESS

  • NEBIUS GROUP: EXPECT 2027 REVENUE OF $12 BILLION -$13 BILLION VERSUS IBES ESTIMATE $11.98 BILLION

Further company coverage: NBIS.O

Capital.com is an execution-only brokerage platform and the content provided on the Capital.com website is intended for informational purposes only and should not be regarded as an offer to sell or a solicitation of an offer to buy the products or securities to which it applies. No representation or warranty is given as to the accuracy or completeness of the information provided.

The information provided does not constitute investment advice nor take into account the individual financial circumstances or objectives of any investor. Any information that may be provided relating to past performance is not a reliable indicator of future results or performance.

To the extent permitted by law, in no event shall Capital.com (or any affiliate or employee) have any liability for any loss arising from the use of the information provided. Any person acting on the information does so entirely at their own risk.

Any information which could be construed as “investment research” has not been prepared in accordance with legal requirements designed to promote the independence of investment research and as such is considered to be a marketing communication.