Nebius Group N.V. Class A Ordinary Shares (NBIS) will release its Q3 2025 earnings on November 11, 2025, before the U.S. market opens. A conference call will follow at 8:00 AM ET to discuss performance and plans.
(Source: Zacks Investment Research)
Analysts expect an EPS of -0.50 for the quarter ending September 2025. The projection has shown no adjustments over the past month. This signals stable analyst sentiment with no upgrades or downgrades reported.
(Source: Zacks)
Revenue for the quarter is projected near $155 million with strong year-over-year growth tied to rising AI infrastructure demand. Investors will pay attention to execution rather than just top-line expansion.
(Source: Company guidance coverage in financial news)
One major focus remains the Microsoft partnership, valued between $17.4 billion and $19.4 billion. Investors want clarity on contract progress, revenue contribution timing, and service utilization rates.
The Vineland data center in New Jersey is another core element. The expansion of GPU capacity may strongly shape growth trends for the next few quarters. Any update on deployment pace will matter for forward expectations.
Nebius has raised its Annual Recurring Revenue (ARR) guidance to a range of $900 million to $1.1 billion by year-end 2025. Investors will look for confirmation that customer demand is sustaining this path.
The business is still unprofitable and continues to report negative free cash flow. Market watchers will review capital spending levels and any notes on financing strategy or cost controls.
Nebius shares have gained more than 400% over the past year. The valuation is high compared to the market average, which means any slowdown in growth outlook may trigger sharp stock reaction.
Key Things to Watch During the Report
- Updated revenue results and margin direction
- Comments on Microsoft contract scale and timeline
- Data center build-out progress
- ARR update and full-year outlook
- Notes on any new enterprise contracts
- Free cash flow and capital allocation transparency
This earnings release is important for understanding how Nebius is managing growth while preparing for larger-scale AI infrastructure demand. Investors should review the report for signs of controlled execution, stable input costs, and expanding customer pipeline strength.
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