Nebius: Breaking Down Nebius's Q1 Earnings
Nebius Group N.V. reported strong Q1 2026 earnings, with revenue of $399 million, surpassing expectations. The company's core AI cloud annual recurring revenue (ARR) increased by 54% quarter-over-quarter to $1.92 billion. Additionally, Nebius raised its contracted capacity guidance to 4 GW, supported by new facilities in Philadelphia and Finland.
- ▪Nebius reported Q1 2026 revenue of $399 million, beating consensus expectations.
- ▪Core AI cloud ARR surged 54% quarter-over-quarter to $1.92 billion.
- ▪Contracted capacity guidance was raised to 4 GW, anchored by a new 1.2 GW proprietary facility in Philadelphia.
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