Nebius Group N.V. Q3 2025 Earnings Recap

NBIS Q3 2025 November 11, 2025

Get alerts when NBIS reports next quarter

Nebius Group reported robust Q3 2025 results, with revenue soaring nearly 355% year-over-year, driven by strong demand and significant new contracts with major players like Meta and Microsoft.

Earnings Per Share Beat

$-0.39 vs $-0.56 est.

+29.9% surprise

Revenue Miss

146100000 vs 157880000 est.

-7.5% surprise

Market Reaction

1-Day -7.03%

5-Day -24.02%

30-Day -10.83%

See NBIS alongside your other holdings

Add to your portfolio — free

Key Takeaways

Q3 revenue reached $146 million, up 39% sequentially, with annualized run rate revenue for core business at $551 million.
Signed a major $3 billion deal with Meta, adding to the previously announced Microsoft contract valued at $17.4-$19.4 billion.
Core infrastructure business grew 400% year-over-year, indicating overwhelming demand outstripping current capacity.
Projected annualized run rate revenue of $7 to $9 billion by the end of 2026, supported by aggressive capacity expansion plans.
Capital expenditures for 2025 increased to approximately $5 billion to secure critical infrastructure for future growth.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit NBIS on AllInvestView.

Next Q1 2026