20H·

Nebius

5
27 Comentarios

Imagen de perfil
Nebius Q2’25 Earnings Highlights

- Revenue: $105.1 M (Est. $101.2 M)
; UP +625% YoY; UP +106% QoQ
- Adj. EBITDA loss: $(21.0 M) (Est. $(59.6 M))

Guidance
- ARR outlook: $900 M–$1.1 B (Est. $875 M)

Strategic Expansion

- Power capacity target: > 1 GW secured by end-2026

CEO Arkady Volozh Commentary

- Demand for AI infrastructure — compute, software and services — is only going to get stronger as use cases multiply. We are aggressively scaling up capacity to capture this substantial opportunity, and are in the process of securing more than 1 GW of capacity by the end of 2026.
10
Imagen de perfil
@BamBamInvest that sounds very good. 😍
Imagen de perfil
@BamBamInvest thank you
1
Imagen de perfil
Imagen de perfil
Imagen de perfil
@Semos25 Nebius 80-100$ by the end of the year my price target
Imagen de perfil
@Shiya I hope so - the important thing for now is that the ATH is reached
Imagen de perfil
Nebius to the 🚀
2
They certainly seem to be good ones 😏
1
Imagen de perfil
@PikaPika0105 Nebius is running, hope that Softbank is also well received by you
Imagen de perfil
@Shiya SoftBank earnings were very positive :)
1
Imagen de perfil
Are you still with Elf and Vistra?
Imagen de perfil
Imagen de perfil
@Semos25
Vistra's profits have fallen.
Allegedly due to a system failure
Imagen de perfil
@Tenbagger2024 Are the figures out yet? What does the forecast look like?
Imagen de perfil
@Tenbagger2024 I read the report. It's a real shame, but more than 140 million less profit since last year is not a small amount. I hope the share remains firm.
Imagen de perfil
@Tenbagger2024 What do you think of $FTNT?
Imagen de perfil
@Semos25 I know this from $PANW
It often went down sharply after the figures.
I bought and bought again.
Because the share recovered quickly
Imagen de perfil
@Tenbagger2024 so would the first entry now be worthwhile or should I wait for a bottom to form?
Imagen de perfil
@Semos25
Don't have any cybersecurity in your portfolio yet?
You're definitely not doing anything wrong in the long term. AI, autonomous driving and robotics will increase demand.
The only question is whether
$CRWD $PANW $FTNT $GEN etc.
Imagen de perfil
@Tenbagger2024 $CRWD has already run away with me. I should already have one of the sector but which one
Imagen de perfil
@Semos25
Fortinet had finally broken out after almost 3 years of sideways movement.
And now, after the figures, the decline.
The danger is that the sideways movement will continue for the time being.
Don't think it's bad for trading in the short term.
But here you should ask our trading experts. @Multibagger
1
Ver todas las 5 respuestas adicionales
Únase a la conversación