NASDAQ$NBIS

Nebius Group NV · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Nebius Group Q3 revenue surges to $146M as AI cloud infrastructure scales

Nebius Group reported Q3 2025 revenue of $146.1 million, up sharply from $32.1 million a year ago, as the company scaled its AI-centric cloud infrastructure business following its restructuring from Yandex. Loss from operations widened to $130.2 million from $80.6 million on higher product development and sales spending tied to data center buildout. Net loss from continuing operations was $119.6 million, or $0.50 per diluted share, compared with a $43.6 million loss in Q3 2024. Cost of revenue was $42.9 million and gross profit approximated $103.2 million. Nine-month revenue reached $302.1 million while the company ended the quarter with $4.8 billion in cash and equivalents, supported by capital raises funding GPU infrastructure expansion.

  • Q3 revenue $146.1M vs $32.1M prior year; nine-month revenue $302.1M vs $56.3M.
  • Loss from operations $(130.2)M; net loss from continuing ops $(119.6)M ($0.50/share).
  • Product development $44.9M and SG&A $89.5M reflect heavy AI infrastructure investment.
  • Cash and equivalents $4.79B at September 30, 2025; property and equipment $3.31B.
  • Nine-month net income $351.3M benefited from $597.4M investment revaluation gain.

Headline financials

Total Revenue

$146M

Previous: $43.3M+237.4%
EPS (adj)

-$0.50

Previous: -$0.28-78.6%
Cash and cash equivalents

$4.79B

No prior period
Net Income

-$120M

Previous: -$94.2M-27.0%
Operating Income

-$130M

Previous: -$87M-49.7%
Gross Profit

$103M

No prior period
Cash & Equivalents

$4.79B

No prior period

Revenue & EPS history

Nebius Group NV · Revenue · Quarterly

$146M

Q3 2025+237.4%vs Q3 2024
Beat estimate in 2 of 4 quarters(50%)
ActualEstimate

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 4 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+1.1%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+10.9%

Avg return

30 days after

48%

11 / 23 earnings

Positive

+18.6%

Q4 2021

Best reaction

-9.3%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025-2.6%-5.3%+29.2%
Q1 2026-1.7%+9.0%+44.6%
Q3 2025-7.2%-24.0%-14.3%
Q2 2025+18.6%+36.7%+18.8%
Q1 2025+4.2%+2.7%+28.6%
Q4 2024+1.3%-5.9%-30.4%
Q3 2024-9.3%-13.9%-0.3%
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023+0.0%
Q4 2022+0.0%
Q4 2021+18.6%
Q3 2021
Q2 2021
Q4 2020-5.0%
Q3 2020
Q2 2020
Q4 2019-6.6%
Q3 2019
Q2 2019
Q4 2018-4.6%
Q3 2018
Q2 2018
Q4 2017+8.3%
Q3 2017
Q2 2017
Q4 2016+6.6%
Q2 2016
Q4 2015+5.3%
Q3 2015
Q2 2015
Q4 2014+1.3%
Q4 2013-8.0%
Q4 2012-7.2%
Q4 2010+7.4%
Q4 2011+7.4%
Q4 2009+7.4%
Q2 2011-9.2%
Q3 2010
Q2 2010
Q1 2010

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