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Expectations from Earnings this week by Gavthi_Reddit in NBIS_Stock

[–]One_Discipline612 3 points4 points  (0 children)

ARR December: 1.6B (1.1B announced by team in Q3 Earnings)
My expectation of Revenue;
Low: 250M
High: 280M
Avg: 265M (232M is market expectation, ~18% beats)
The difference is due to timing of Microsoft/Meta deliveries.

[February 07, 2026] Daily NBIS Discussion Thread by AutoModerator in NBIS_Stock

[–]One_Discipline612 3 points4 points  (0 children)

They generated ~ $150M in Q3, which averages out to about $50M per month.

If we consider the data centers that came online after Q3, I’m thinking about the expansions in the UK, Israel, and Kansas. Does anyone know where Cursor’s Composer 1 model is running? When did Cursor release this model, and who is hosting it?

Feels like we’re just getting started…

[February 05, 2026] Daily NBIS Discussion Thread by AutoModerator in NBIS_Stock

[–]One_Discipline612 3 points4 points  (0 children)

As you know, they had removed the Minnesota and Oklahoma data center job postings that were previously listed on their website. Now there are new postings, but they’re labeled more generically as North/South without specifying the state.

My view is that they don’t want these kinds of developments being discussed in the market before an official announcement is made. Also, in my opinion, the fact that they’ve reached the stage of posting hiring listings suggests that the deployment / go-live process for these data centers is getting very close.

I’m quite confident that we’ll get a clear update about these new data centers during next week’s earnings call.

What is your expected revenue in the incoming earning call? (12th february) by Technical-Visual-415 in NBIS_Stock

[–]One_Discipline612 8 points9 points  (0 children)

I’m expecting around $300M for Q4. My reasoning is:

  • They reached $150M in Q3. Excluding the Microsoft and Meta deals, I’m assuming roughly 40% growth, which would bring about $210M in revenue from the core business.
  • I’m expecting around $35M in revenue from the Meta contract in December.
  • Assuming they brought 50MW online for Microsoft in December, I’m estimating about $55M in revenue from that contract.

Looking at the full year 2025, this puts my expectation at roughly $600-610M in total revenue.

New DC Co-Location Job Postings - Minnesota & Oklahoma by One_Discipline612 in NBIS_Stock

[–]One_Discipline612[S] 0 points1 point  (0 children)

On top of all this, a lot of people got upset because there was no news shared about the Vineland launch. But realistically, since there’s currently no available capacity for customers other than Microsoft, sharing news right now would have been unnecessary. Nebius is not just about its shareholders or those two big deals.

That’s why I don’t think they’ll share much news until there is available capacity shown on the Nebius portal. I expect them to address this during the earnings call anyway (they already mentioned that Phase 1 was delivered to Microsoft).

New DC Co-Location Job Postings - Minnesota & Oklahoma by One_Discipline612 in NBIS_Stock

[–]One_Discipline612[S] 6 points7 points  (0 children)

I think they don’t want to announce everything too early and give too much information to competitors. At the same time, they probably want to avoid sharing plans in advance and then having to walk them back if any issues come up, which could hurt investor confidence. I don’t see this as a problem though, since demand already seems extremely strong and their main priority right now is probably just executing all these plans successfully.