$NBISNebius Group N.V. · AI cloud & neoclouds
Nebius (NBIS) Next Earnings Date & AI Catalysts
Full-stack AI cloud spun out of Yandex.
Profile
Shares outstanding
Not shown (multiple share classes or no recent cover-page figure)
Not shown (multiple share classes or no recent cover-page figure)
Industry (SEC SIC)
Services-Computer Programming, Data Processing, Etc.
Services-Computer Programming, Data Processing, Etc.
AI angle
Nebius runs GPU cloud capacity in Europe, the U.S. and new markets. Recent capacity deals (NEOM framework Oct 21, Texas lease Oct 29) show its build-out pace.
Key metrics
Revenue (latest fiscal year) $529.8M
20-F period ended 2025-12-31; +479% y/y · SEC filing
Operating income -$611.7M
Same fiscal year; -115% operating margin · SEC filing
Net income $82.5M
Same fiscal year · SEC filing
Key risks (from filings)
- “Technological developments in generative AI and inference, such as the development of AI models that require less computation power than earlier models, may result in decreased or differing…” — 20-F risk factor (filed 2026-04-30) · source
- “If there is insufficient customer demand to utilize the compute capacity we build, we would not realize the expected returns on our expansion efforts and our businesses, future operating…” — 20-F risk factor (filed 2026-04-30) · source
Upcoming catalysts for $NBIS
Thu, Nov 12, 2026
Nov
12
Nebius Group N.V. quarterly earnings
Nebius: AI cloud capacity and new data-center deals. Date confirmed by the company.
Source: nebius.com
Recent catalysts
Thu, Oct 29, 2026
Oct
29
Nebius signs 12-year lease for AIB's 50 MW Texas site
More contracted capacity for Nebius, expected to be energized in Q4 2027.
Source: marketbeat.com
Wed, Oct 21, 2026
Oct
21
Nebius preliminary framework for up to 50 MW at NEOM Oxagon AI campus
Adds international capacity for Nebius's NVIDIA-based AI cloud, operational in phases from Q4 2027.
Source: neom.com
Upcoming earnings
Recap of $NBIS's next earnings date — same expected / confirmed labeling as above.
Nov 12, 2026