Nebius Group NV (NAS:NBIS)

Q2 2025 Nebius Group NV Earnings Call Transcript

Aug 7, 2025 / 12:00 PM GMT

Release Date Price: $65.31 (+18.55%)

Transcript

Key Points

Positve

Nebius Group NV (NBIS) more than doubled its revenue and became EBITDA positive in its core AI infrastructure business ahead of projections.
The company is aggressively expanding its data center capacity, expecting to secure 220 megawatts of connected power by the end of the year.
Nebius Group NV (NBIS) has raised over $4 billion in capital and has access to potentially billions more through non-core businesses and equity stakes.
The company reported a 625% year-over-year increase in revenue, driven by strong demand for its AI cloud infrastructure.
Nebius Group NV (NBIS) is expanding its customer base, gaining traction with large global technology customers like Cloudflare, Prosos, and Shopify.

Negative

The company is facing supply constraints, having been oversold on previous generation hoppers, which may limit growth until new GPUs are available.
Despite positive EBITDA in the core business, the overall group is expected to remain EBITDA negative for the full year.
Tariffs imposed by the US could potentially impact business margins, although the exact effects are still uncertain.
The company needs to raise significant capital to achieve its expansion plans, which may depend on market conditions.
Nebius Group NV (NBIS) has not yet secured large multi-year deals with hyperscalers, which could be crucial for future growth.

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

NBIS.OQ - Nebius Group NV
Q2 2025 Nebius Group NV Earnings Call
Aug 07, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Great.

Thank you and welcome to NEA Group's 2nd quarter 2025 earnings conference call. Joining me today are Arkady Baloche, founder and CEO, and our broader management team. Our remarks today will include forward-looking statements which are based on assumptions as of today. Actual results may differ materially as the results of various factors, including those set forth in today's earnings release and in our annual report on Form 20 files of the SEC. We undertake no obligation to update any forward-looking statements. During this 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 press release. The earnings press release shareholder

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