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Nebius Group NV (NBIS) Q3 2026 (USD): Adj. EBITDA 465.8mln (exp. 351.8mln), Revenue 980.8mln (exp. 907.2mln)

ORIGINAL · NewsquawkNebius Group NV (NBIS) Q3 2026 (USD): Adj. EBITDA 465.8mln (exp. 351.8mln), Revenue 980.8mln (exp. 907.2mln)Read originalHide original

Operating income 50.4mln. Nebius AI Cloud revenue 973.8mln, +643% Y/Y. ARR 6.4bln as of end-September; no longer sees ARR as the right measure of the business. FY26 outlook Now expects revenue at the low end of 3.0-3.4bln range (exp. 3.37bln). Capex about 27bln, as it invests in capacity for 2027, in particular at owned sites. FY27 outlook Revenue 12-13bln (exp. 11.98bln). Capex 40-45bln. Expects prepayments and financing against existing contracts with investment-grade customers to cover 75-85% of capex. Expects to reach pre-tax breakeven by the end of 2027.

StockNow breaking-news AI analysis

Nebius beat Q3 revenue expectations and now sees FY26 revenue at the low end of its range, while forecasting sharply higher FY27 revenue and investment.

News detail

Operating income 50.4mln. Nebius AI Cloud revenue 973.8mln, +643% Y/Y. ARR 6.4bln as of end-September; no longer sees ARR as the right measure of the business. FY26 outlook Now expects revenue at the low end of 3.0-3.4bln range (exp. 3.37bln). Capex about 27bln, as it invests in capacity for 2027, in particular at owned sites. FY27 outlook Revenue 12-13bln (exp. 11.98bln). Capex 40-45bln. Expects prepayments and financing against existing contracts with investment-grade customers to cover 75-85% of capex. Expects to reach pre-tax breakeven by the end of 2027.

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NBISNebius Group N.V. Class A Ordinary Shares$141.64Current price

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