amit
2026.08.12 12:07

$Nebius(NBIS.US)

NEBIUS SMASHES Q2 2026 EARNINGS:

- Revenue $582M, +454% YoY

- EPS -$0.12, +68% YoY

- ARR $3.0B at End of June, +58% QoQ

- AI Cloud Adjusted EBITDA Margin 50% vs 24% in Q4 2025

- 2026 Contracted Power Guidance Raised to 5 GW

- Contracted Power Guidance Has Increased 5x Since August 2025

- Capacity Footprint Expanding Across U.S. & Europe

- FY2026 Guidance Reaffirmed

AI infrastructure demand is just getting started.

Source: amit

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