NBIS Nebius Group (NBIS) Q1 FY26 earnings call
Nebius Group delivered a strong first quarter, driven by robust demand for its AI-native hyperscaler platform. The company is aggressively expanding its capacity and product offerings, supported by strategic acquisitions and diversified capital sources, to capture significant market opportunities and maintain its leadership in AI infrastructure.
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NBIS operating KPIs by quarter
| KPI | Jun 2025 Q2 FY25 | Sep 2025 Q3 FY25 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Annual recurring revenue (ARR) | $430MReality is that we show strong momentum in Q2 with annualized run rate revenue growing from $249 million in March to $430 million in June.Source: earnings call transcript | $551MAnnualized run rate revenue for the core business at the end of September was $551 million.Source: earnings call transcript | $3BAnnualized run rate revenue reached $3 billion at the end of June, up 598% and increased 56% from $1.9 billion at the end of March.Source: earnings call transcript | +444.5% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.