Nebius Group NV (NAS:NBIS)

Q1 2025 Nebius Group NV Earnings Call Transcript

May 20, 2025 / 12:00 PM GMT

Release Date Price: $39.14 (+4.21%)

Transcript

Key Points

Positve

Nebius Group NV (NBIS) reported a nearly 400% year-over-year revenue growth and a 700% increase in annualized run rate revenue, indicating strong demand for AI compute.
The company ended the quarter with a solid cash balance of $1.4 billion, allowing continued investment in infrastructure.
Nebius Group NV (NBIS) expanded its global footprint by adding three new locations, enhancing its capacity to serve customers worldwide.
The company announced new partnerships with Nvidia and Metalamma, strengthening its AI cloud offering.
Nebius Group NV (NBIS) received industry recognition, being ranked in the golden tier of the GPU cloud cluster marks rating system by semi-analysis.

Negative

Despite strong revenue growth, Nebius Group NV (NBIS) expects adjusted EBITDA to be negative for the full year, with plans to turn positive in the second half of 2025.
The company increased its CapEx guidance to approximately $2 billion for 2025, up from the previous $1.5 billion, due to delayed spending and additional investments.
Nebius Group NV (NBIS) faces challenges in maintaining profitability, with medium-term EBITDA margins expected to range between 20% to 30%.
The company is heavily reliant on its partnerships and external funding sources, which could pose risks if these relationships change.
Nebius Group NV (NBIS) is in active discussions with potential strategic partners for its autonomous vehicle platform, indicating a need for additional capital and support to drive growth.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

NBIS.OQ - Nebius Group NV
Q1 2025 Nebius Group NV Earnings Call
May 20, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to NASA Group's first quarter 2025 earnings call. My name is Neil Doshi. I'm head of investor relations. Joining me today to discuss our results are Arkady Volos, founder and CEO, and members of the management team. Our remarks today will include forward-looking statements which are based on assumptions as of today. Actual results may differ materially. As a result of various factors including those set forth in today's earnings press release and in our annual report on Form 20 filed with the SEC, we undertake no obligation to update any forward-looking statement during the call, we will present both GAAP and certain non-gap financial measures. A reconciliation of GAAP to non-gap measures is included in today's earnings

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