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Nebius (NBIS) investor relations material
Nebius Investor update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AI agent and orchestration updates
Nebius Echo, an AI agent, now enables users to create and manage resources via console or CLI, offering expert-level guidance and automation for cloud operations.
Echo can query available capacity, debug AI workloads, and provide reliable answers about documentation, quotas, and tenant-specific issues.
Future releases will introduce reusable blueprints and pipelines, enhancing reliability and user experience for complex workflows.
The vision is to democratize access to expert cloud support, making advanced AI and infrastructure management accessible to all users.
Managed SkyPilot and AI workload flexibility
Fully managed SkyPilot server is now available, simplifying AI workload orchestration and reducing operational overhead.
SkyPilot supports multi-cloud and multi-data center operations, aggregating scarce infrastructure and offering AI-focused primitives.
Integration with popular tools and support for various AI workload schedulers reflect a commitment to flexibility and user choice.
Security, governance, and cost management enhancements
New Budget feature allows users to set spending limits, receive alerts, and export billing data for integration with FinOps tools.
Key Management Service (KMS) enables creation and management of customer-managed encryption keys, with future plans for bring-your-own-key support and post-quantum encryption.
- Rapid AI customer growth and product innovation position the firm as a leading AI storage provider.NBIS
Bank of America 2026 Global Technology Conference3 Jun 2026 - Revenue up 684% to $399M, net income $621.2M, and CapEx raised for new AI factory and expansion.NBIS
Q1 202613 May 2026 - Scaling to 3 GW and $7–9B ARR, with strong demand and a full-stack AI cloud focus.NBIS
Morgan Stanley Technology, Media & Telecom Conference 20264 Mar 2026 - Q4 2025 revenues soared 547% YoY, with $7–$9B ARR targeted for 2026 amid strong AI demand.NBIS
Q4 202512 Feb 2026 - Revenue up 766% YoY to $43.3M, $2.3B cash, rapid AI infrastructure expansion, and global growth.NBIS
Q3 202417 Jan 2026 - 2025 ARR guidance of $750M–$1B reaffirmed as revenue surges and business units expand.NBIS
Q4 20248 Jan 2026 - Rapid AI infrastructure growth, strong demand, and improving margins drive expansion.NBIS
UBS’s 2025 Global Technology and AI Conference3 Dec 2025 - Q2 2025 revenue up 625% YoY, ARR guidance raised, and net income reached $502.5M.NBIS
Q2 202523 Nov 2025 - Q1 2025 revenue up 385% to $55.3M, with $2B CapEx planned and Toloka deconsolidation ahead.NBIS
Q1 202518 Nov 2025
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