"When a company posts $227.7 million in Q4 2025 revenue, up 503.6% year-over-year, analysts pay attention. When it exits the year with an annualized run-rate of $1.25 billion and guides for $7 billion to $9 billion ARR by end of 2026, it warrants a closer look."
"Adjusted EBITDA strips out aggressive infrastructure depreciation and shows whether the core business is economically viable. In Q4 2025, group adjusted EBITDA turned positive for the first time at $15 million, compared to a loss of $63.9 million a year earlier."
"Nebius has locked in demand before capacity exists. The company holds a multi-year deal with Microsoft valued at $17.4 billion to $19.4 billion and a roughly $3 billion AI infrastructure agreement with Meta Platforms over five years."
Nebius Group has experienced a remarkable 681% gain over the past year, driven by its neocloud buildout. The company reported $227.7 million in Q4 2025 revenue, a 503.6% increase year-over-year, with an annualized run-rate projected at $1.25 billion. The AI cloud segment contributed significantly, generating $214.2 million in Q4. Adjusted EBITDA turned positive for the first time at $15 million, indicating a viable business model. Nebius has secured multi-year contracts with major companies like Microsoft and Meta, ensuring demand for its services.
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