Companies ainotis Join
My notis
Company

Nebius

1 story · first 13 Nov · latest 13 Nov

1
stories
9
facts checked
13 Nov
first story
13 Nov
latest

Facts we checked

9

The press release describes Nebius Group N.V. as the AI cloud company listed on Nasdaq (NASDAQ: NBIS) and headquartered in Amsterdam, with the release dated Amsterdam, November 12, 2026.

Amsterdam, November 12, 2026 -- Nebius Group N.V. (NASDAQ: NBIS), the AI cloud company ... Nebius is listed on Nasdaq (NASDAQ: NBIS) and headquartered in Amsterdam.

Nebius Q3 2026 Financial Results press release (PDF) · Nebius Group · archived copy · checked 13 Nov 2026 · Cite this fact · the story

The letter says that from 2027 Nebius will provide guidance for revenue and pre-tax earnings.

From 2027, we will provide guidance for revenue and pre-tax earnings.

Nebius Group letter to shareholders, Q3 2026 · Nebius Group · archived copy · checked 13 Nov 2026 · Cite this fact · the story

Show 7 more

The letter says that since the start of Q3 customers have committed over $12 billion in contract value to Nebius.

Since the start of Q3, our customers have committed over $12 billion in contract value to Nebius

Nebius Group letter to shareholders, Q3 2026 · Nebius Group · archived copy · checked 13 Nov 2026 · Cite this fact · the story

The letter says Nebius expects prepayments and financing against existing contracts with investment-grade customers to cover 75%-85% of its 2027 capex.

We expect prepayments and financing against existing contracts with investment-grade customers to cover 75%-85% of our 2027 capex

Nebius Group letter to shareholders, Q3 2026 · Nebius Group · archived copy · checked 13 Nov 2026 · Cite this fact · the story

The letter says Nebius continues to expect to bring online more than 1 GW of new capacity each year.

We continue to expect to bring online more than 1 GW of new capacity each year.

Nebius Group letter to shareholders, Q3 2026 · Nebius Group · archived copy · checked 13 Nov 2026 · Cite this fact · the story

The letter says Nebius expects 2027 revenue of $12-13 billion, and expects to reach pre-tax breakeven by the end of 2027.

We expect to reach pre-tax breakeven by the end of 2027, on the back of the structural benefits discussed above. We expect revenue of $12-13 billion

Nebius Group letter to shareholders, Q3 2026 · Nebius Group · archived copy · checked 13 Nov 2026 · Cite this fact · the story

The letter says Nebius now expects 2026 revenue at the low end of its $3.0-3.4 billion range, with an adjusted EBITDA margin of about 40%, because a portion of this year's revenue moves into the first part of next year.

we now expect 2026 revenue at the low end of our $3.0-3.4 billion range, with an adjusted EBITDA margin of ca. 40%.

Nebius Group letter to shareholders, Q3 2026 · Nebius Group · archived copy · checked 13 Nov 2026 · Cite this fact · the story

Nebius's letter to shareholders from founder and CEO Arkady Volozh, dated November 12, 2026, says Nebius anticipates capex of $40-45 billion in 2027.

We anticipate capex of $40-45 billion, with a disciplined and diversified funding mix.

Nebius Group letter to shareholders, Q3 2026 · Nebius Group · archived copy · checked 13 Nov 2026 · Cite this fact · the story

Nebius's results press release of November 12, 2026 reports Q3 2026 revenues of $980.8 million against $146.1 million in Q3 2025, a change of 571%, for the three months ended September 30.

Revenues 146.1 980.8 571% 302.1 1,962.1 549%

Nebius Q3 2026 Financial Results press release (PDF) · Nebius Group · archived copy · checked 13 Nov 2026 · Cite this fact · the story

Company

Nebius

1 story · first 13 Nov · latest 13 Nov

Facts we checked

Each fact was checked against the page it links to.

The story

Cases

Ongoing case: What the AI buildout costs and needs

Built from our published stories and the facts we checked, and kept up to date by them. How we correct.