re: Nebius - NBIS - AI Infrastructure Company

Ill sleep fine but may be very unhappy in the morning. Hope not, if so its been exciting riding a 100% gain in a month.

I think we are psychologically hedging

let me know if you guys dump this

shite I thought everyone was excited for earnings but I guess not. We will see in the morning

Boom!

Amsterdam, February 20, 2025 – Nebius Group N.V. (“Nebius Group”, the “Group” or the “Company”; NASDAQ: NBIS),(1) a leading AI infrastructure company, today announced its unaudited financial results for the fourth quarter and full year ended December 31, 2024.

In Q4 2024, the Group’s revenue of $37.9 million increased 466% year over year, driven primarily by the core AI infrastructure business, which grew 602% year over year. Adjusted EBITDA loss in Q4 2024 was $75.5 million and net loss from continuing operations was $136.6 million.

For the full year 2024, the Group’s revenue of $117.5 million increased 462% year-over-year. Cash and cash equivalents as of December 31, 2024, stood at $2,449.6 million on a consolidated basis. Full year 2024 adjusted EBITDA loss was $266.4 million and net loss from continuing operations was $396.9 million.

Arkady Volozh, founder and CEO of Nebius Group, said:
“The fourth quarter was extremely eventful for Nebius. Our shares resumed trading on Nasdaq in October, and we went on to raise $700 million in December in an over-subscribed capital raise from top-tier partners including Nvidia, Accel and Orbis.

“We made rapid progress in expanding our AI infrastructure footprint, announcing our first new GPU cluster deployment in the U.S. and adding capacity in Europe. On the software side, we launched our new AI-native cloud platform, built from the ground up, and our inference platform, AI Studio.

“In Q4 we also focused on building out our sales function, and we are now seeing the results. More clients are coming onto the platform, and our more diversified customer base is already contributing to strong growth in annualized run-rate revenue (ARR)(2). Based on contracts already in place, March ARR will be at least $220 million, and we have additional potential deals in the pipeline.

“Given this momentum, as well as the anticipated impact of additional data center capacity and Blackwell GPUs coming on-stream later this year, I am pleased to confirm that our projected December 2025 ARR of $750 million to $1 billion is well within reach.”

Earnings

Initial retail dump happening now for quick gains. The Call at 7:00 should prime us for market open.

Just wait until funds take this from retail.
I expect massive buying over the next quarter.

quote:

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Why the pullback

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Looks like a head fake. This is how retail gets sucked in and sells out to institutions. Wealth gets transferred.

I’m not saying this is definitely what is happening, but it’s my suspicion.
Let’s hear the call and give it a few days to settle.

What a heartbreaker.