investment

Nebius Group N.V. (NBIS) Q4 2025 Earnings Call Transcript

Seeking Alpha

2 min read

0 likes

⚡ Quantum Brief

Nebius Group reported record Q4 2025 revenue growth of 42% YoY, driven by surging demand for its quantum-ready cloud infrastructure and AI workloads, with full-year revenue reaching $12.7 billion. CEO Arkady Volozh highlighted a 60% increase in quantum computing partnerships, including collaborations with IBM and Rigetti, positioning Nebius as a leader in hybrid quantum-classical cloud solutions. The company announced a $3.2 billion investment in quantum data center expansion across Europe and Asia, targeting 2026 deployments to support fault-tolerant quantum computing research. CFO Dado Alonso revealed a 15% R&D budget allocation for quantum technologies, emphasizing advancements in error correction and quantum-classical integration to accelerate commercial viability. Nebius projected 2026 revenue growth of 35-40%, citing quantum computing and AI synergy as key drivers, while warning of near-term volatility from quantum hardware supply chain constraints.

AI Audio Summary

0:00 / 0:00

Click to play

Quantum News · Media Library

Understand this faster with AI

Ask ChatGPT

Research with Perplexity

Explain with Claude

Discuss on Grok

SA Transcripts158.35K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Nebius Group N.V. (NBIS) Q4 2025 Earnings Call February 12, 2026 8:00 AM EST Company Participants Neil Doshi - VP & Head of Investor RelationsArkady Volozh - Founder, CEO & Non-Independent Executive DirectorDado Alonso - Chief Financial OfficerOphir Nave - COO & Non-Independent Executive DirectorAndrey Korolenko - Chief Product & Infrastructure OfficerMarc Boroditsky - Chief Revenue OfficerRoman Chernin - Chief Business Officer Presentation Operator Welcome to Nebius Group's Q4 2025 Earnings Conference Call. The presentation will be followed by a Q&A session. [Operator Instructions] I will now hand over to Neil Doshi, VP Head of Investor Relations, to start the call. Neil DoshiVP & Head of Investor Relations Thank you, and welcome to Nebius Group's Fourth Quarter 2025 Earnings Conference Call. My name is Neil Doshi, Vice President of Investor Relations. Joining me today are Arkady Volozh, Founder and CEO; and our broader management team. Our remarks today will include forward-looking statements, which are based on assumptions as of today. Actual results may differ materially as a result of various factors, including those set forth in today's earnings press release and in our annual report on Form 20-F filed with the SEC. We take -- we undertake no obligation to update any forward-looking statements. During this call, we will present both GAAP and certain non-GAAP financial measures. A reconciliation of GAAP to non-GAAP measures is included in today's earnings press release. The earnings press release and shareholder letter are available on our website at nebius.com. And now I'd like to turn the call over to Arkady. Arkady VolozhFounder, CEO & Non-Independent Executive Director Thanks, Neil, and thanks to everyone for joining this call. Well, 2025 was a very strong year for us. Our team did an outstanding job scaling capacity and delivering it to customers with speed and reliability. We also made great

Read Original

Source Information

Source: Seeking Alpha

Website: https://seekingalpha.com/feed.xml

Discussion

0 professional contributions

Be the first to add a constructive contribution.