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Nebius Group (NBIS) investor relations material
Nebius Group Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Q2 2025 revenue reached $105.1M, up 625% year-over-year and 106% quarter-over-quarter, driven by strong AI infrastructure demand.
Core AI infrastructure business achieved positive adjusted EBITDA ahead of projections.
Net income from continuing operations was $502.5M in Q2 2025, compared to a loss of $116.9M in Q2 2024, driven by a $597.4M investment revaluation gain.
Expanded customer base with major enterprise wins and maintained leadership among AI-native startups.
Aggressively ramping up data center capacity, targeting 220MW by year-end and over 1GW by 2026, with new sites in New Jersey, Finland, UK, and Israel.
Financial highlights
Q2 2025 Adjusted EBITDA loss improved to $(21.0)M from $(58.1)M in Q2 2024; positive adjusted EBITDA achieved in core business.
Six-month 2025 revenue totaled $156.0M, up 545% year-over-year.
Cost of revenues as a percentage of revenue dropped to 29% in Q2 2025 from 53% in Q2 2024.
Operating expenses increased 71% year-over-year in Q2 2025.
Annualized run rate revenue (ARR) grew from $249M in March to $430M in June.
Outlook and guidance
ARR guidance for end of 2025 raised to $900M–$1.1B, reflecting strong demand and new GPU capacity.
Core business revenue guidance maintained at $400M–$600M; group revenue guidance at $450M–$630M.
Most GPU installations and revenue expected to be back-end weighted in Q4.
CapEx guidance for 2025 maintained at ~$2B.
Aggressive capacity expansion underway, targeting over 1GW of power secured by end of 2026.
Assess impact of tariffs on business margins.
Elaborate on Avride's robotaxi launch in Dallas.
Explain the dynamics between ARR and revenue guidance.
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Next Nebius Group earnings date
Q3 202530 Oct, 2025
Next Nebius Group earnings date
Q3 202530 Oct, 2025
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Frequently asked questions
Nebius Group N.V. is a Netherlands-based technology company that provides cloud infrastructure and software services. The company offers computing, storage, and networking solutions, targeting developers, enterprises, and public sector clients. Its platform supports digital transformation and scalable application deployment. Nebius Group N.V. is headquartered in Amsterdam, Netherlands, and its shares are listed on the Euronext Amsterdam.
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