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Nebius Group
Nebius Group (NBIS) investor relations material
Nebius Group Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Achieved robust growth in 2025, exceeding financial and capacity targets, with strong demand for AI cloud services and a rapidly expanding customer base across startups and enterprises.
Revenues surged 547% year-over-year in Q4 2025 to $227.7M and 479% for the full year to $529.8M, reflecting rapid business expansion.
Sold out of capacity in Q3 and Q4 2025, and Q1 2026 is also fully sold out, reflecting persistent supply-demand imbalance.
Announced nine new data centers globally and raised 2026 contracted power forecast to over 3 GW, with 800 MW to 1 GW available by year-end.
Successfully delivered all Meta contract capacity and on track to fulfill Microsoft commitments through 2026.
Financial highlights
Q4 2025 group revenue reached $228 million, up 547% year-over-year and 56% sequentially.
Core AI cloud business revenue grew 830% year-over-year and 63% quarter-over-quarter.
Annualized run rate revenue (ARR) at $1.2 billion at year-end, exceeding guidance.
Group adjusted EBITDA turned positive in Q4, with core AI cloud adjusted EBITDA margin expanding from 19% in Q3 to 24% in Q4.
Ended 2025 with $3.7 billion in cash and cash equivalents; generated $834 million in Q4 operating cash flow, mainly from upfront long-term contract payments.
Outlook and guidance
2026 revenue guidance: $3 billion–$3.4 billion; ARR target: $7 billion–$9 billion by year-end.
Group adjusted EBITDA margin expected to reach ~40% in 2026.
EBIT to remain negative in 2026 due to ongoing capacity expansion and R&D investments, with a medium-term EBIT margin target of 20%–30%.
CapEx planned at $16 billion–$20 billion for 2026, with about 60% already funded.
What factors drove Q4 Adjusted EBITDA positive?
Explain the significant 2025 CapEx increase.
What is the strategy behind deferred revenue growth?
What drives owned vs. leased data center mix?
Factors for 2026 ARR vs. revenue guidance gap?
Tavily's impact on future monetization models?
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Next Nebius Group earnings date
Q1 202619 May, 2026
Nebius Group
Next Nebius Group earnings date
Q1 202619 May, 2026
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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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