Nebius Group N.V. (NBIS) This fall 2025 Earnings Name Transcript


Nebius Group N.V. (NBIS) This fall 2025 Earnings Name February 12, 2026 8:00 AM EST

Firm Members

Neil Doshi – VP & Head of Investor Relations
Arkady Volozh – Founder, CEO & Non-Impartial Government Director
Dado Alonso – Chief Monetary Officer
Ophir Nave – COO & Non-Impartial Government Director
Andrey Korolenko – Chief Product & Infrastructure Officer
Marc Boroditsky – Chief Income Officer
Roman Chernin – Chief Enterprise Officer

Presentation

Operator

Welcome to Nebius Group’s This fall 2025 Earnings Convention Name. The presentation will likely be adopted by a Q&A session. (Operator Directions) I’ll now hand over to Neil Doshi, VP Head of Investor Relations, to start out the decision.

Neil Doshi
VP & Head of Investor Relations

Thanks, and welcome to Nebius Group’s Fourth Quarter 2025 Earnings Convention Name. My title is Neil Doshi, Vice President of Investor Relations. Becoming a member of me at the moment are Arkady Volozh, Founder and CEO; and our broader administration staff. Our remarks at the moment will embrace forward-looking statements, that are primarily based on assumptions as of at the moment. Precise outcomes might differ materially because of varied elements, together with these set forth in at the moment’s earnings press launch and in our annual report on Kind 20-F filed with the SEC. We take — we undertake no obligation to replace any forward-looking statements.

Throughout this name, we are going to current each GAAP and sure non-GAAP monetary measures. A reconciliation of GAAP to non-GAAP measures is included in at the moment’s earnings press launch. The earnings press launch and shareholder letter can be found on our web site at nebius.com. And now I would like to show the decision over to Arkady.

Arkady Volozh
Founder, CEO & Non-Impartial Government Director

Thanks, Neil, and because of everybody for becoming a member of this name. Effectively, 2025 was a really robust yr for us. Our staff did an impressive job scaling capability and delivering it to clients with pace and reliability. We additionally made nice



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