Nebius Group N.V. (NBIS)
Nebius Group N.V. (NBIS) Q2 2026 Earnings Call Transcript
Nebius Group N.V. (NBIS) Q2 2026 Earnings Call Transcript
Nebius' Q2 Just Made The Bull Case Stronger
Nebius Group N.V. AI revenue surged 514% YoY to $575 million, while ARR climbed 56% sequentially to $3 billion. NBIS's AI delivered a 50% adjusted EBITDA margin, showing extraordinary infrastructure growth is translating into increasingly attractive economics. Contracted value quadrupled, contracted power guidance increased to 5GW, and annual contract value reached roughly $40 million per MW.
Nebius Group Q2 Earnings Call Highlights
Nebius Group NASDAQ: NBIS reported second-quarter 2026 revenue growth of 454% from a year earlier as its AI cloud business expanded capacity and utilization, while management reaffirmed its full-year outlook and outlined plans for additional capacity deployment in 2027.
Nebius stock: 3 red flag hidden in its Q2 earnings release
Nebius (NBIS) shares soared on Wednesday after the artificial intelligence (AI) infrastructure firm reported blockbuster Q2 earnings that handily surpassed Street estimates. NBIS posted a more than 5x year-on-year increase in revenue, reinforcing that it's finding success in converting its massive backlog into realized sales.
Nebius Group (NBIS) Reports Q2 Loss, Tops Revenue Estimates
Nebius Group (NBIS) came out with a quarterly loss of $0.12 per share versus the Zacks Consensus Estimate of a loss of $0.67. This compares to a loss of $0.38 per share a year ago.
Nebius Stock Jumps After Strong Q2 Results
Shares of Nebius Group NV (NASDAQ:NBIS) are up 15.7% at $223.50 before the open, after the AI cloud infrastructure company reported second-quarter results that topped Wall Street expectations.
Nebius beats quarterly revenue estimates as AI demand fuels growth
Nebius Group surpassed second-quarter revenue estimates on Wednesday as booming demand for AI infrastructure and cloud services helped the company win larger contracts and raise prices for computing capacity.
Should You Buy, Hold or Sell Nebius Stock Before Q2 Earnings Release?
NBIS faces a key Q2 test as strong AI demand and pricing gains meet capacity timing, investment-driven margin pressure and stretched valuation.
Nebius: The $34 Billion Execution Test Starts Now
Nebius Group N.V.'s accelerating backlog, supported by reputable multi-year contracts, reinforces strong demand visibility. But Q2 earnings must prove that contracted demand is converting into revenue and earnings at scale. Specifically, Nebius' capex intensity and persistent operating cash burn (ex-prepayments) continues to increase its reliance on costly external financing to sustain its growth trajectory. As such, a Q2 double beat without any corresponding increase to its anticipated full year capex would provide critical evidence in substantiating operating leverage and ROI improvements.
Michael Burry shorts Nebius stock: Is it a buy or sell before earnings?
Nebius Group stock dived for two consecutive days after Michael Burry revealed a short position in the company and as investors waited for its earnings report. NBIS dropped to $187, down 37% from its year-high.
Nebius stock tumbles before earnings: What the options market predicts
Nebius Group stock has lost momentum and is now in a deep bear market after falling by over 37% from the year-to-date high. NBIS dropped to $189, with analysts and investors now focusing on the upcoming earnings, which will come out on Wednesday next week.
Michael Burry says he's shorting AI stars Oracle and Nebius
Michael Burry said on his Substack that he's shorting Oracle and Nebius. The "Big Short" investor wrote that many AI companies are looking bloated and vulnerable.
