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Sep 30, 2025
Nebius Group NV Q3 2025 Earnings Report
Nebius reported strong top-line growth in Q3 2025, more than quadrupling revenue year-over-year, while narrowing adjusted EBITDA losses significantly.
Key Takeaways
Nebius achieved substantial revenue growth in Q3 2025, reaching $146.1 million, up from $32.1 million a year prior. While the company continued to report losses, adjusted EBITDA improved markedly, signaling better operational efficiency.
Revenue surged to $146.1 million from $32.1 million in Q3 2024
Adjusted EBITDA loss narrowed to $5.2 million from $45.9 million
Net loss from continuing operations was $119.6 million
Cash and cash equivalents rose to $4.79 billion as of September 30, 2025
Forward Guidance
Nebius is focused on future growth, supported by a $3B AI infrastructure deal with Meta and a new ATM equity program. The company aims to scale while managing dilution carefully.
Positive Outlook
- Signed a $3 billion AI infrastructure agreement with Meta
- Launched an ATM equity program for up to 25 million Class A shares
- Maintained strong cash position with $4.79B in cash and equivalents
- Operating margins improved with a significantly lower adjusted EBITDA loss
- Product development costs declined as a percentage of revenue
Challenges Ahead
- Reported a net loss of $119.6 million from continuing operations
- Adjusted net loss widened to $100.4 million
- Capital expenditures rose sharply to $955.5 million
- Cash used in operations increased to $80.6 million
Historical Earnings Impact
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Avg. Return Before/After Earnings
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